INDY — ISHARES TR

Ownership history in Activest Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in ISHARES TR (INDY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.04%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,274 — 0% 0.05% $260K $49.29
2025 Q3 ADDED 5,274 +4,808 +1031.8% 0.05% $268K $47.01
2025 Q2 INITIATED 466 — — 0.01% $25K $50.22
% of Fund (quarterly)    INDY price (monthly, adj. close)

Other funds also holding INDY

As of 2025 Q4 — sorted by position size

Cypress Capital Group 3Y 7Y 0.36% PURSUE WEALTH PARTNERS LLC 3Y 0.33% Viewpoint Capital Management LLC 3Y 0.13% Summit Financial, LLC 3Y 7Y 0.1% KFA Private Wealth Group, LLC 3Y 0.1% OLD MISSION CAPITAL LLC 3Y 7Y 0.07% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.06% PITCAIRN CO 3Y 7Y 0.05% Boreal Capital Management LLC 0.04% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.02%
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