IWF — ISHARES TR

Ownership history in Advisor OS, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in ISHARES TR (IWF). 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
2.42% (2024 Q4)
Avg. % of fund
0.96%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 45,220 +5,252 +13.1% 1.72% $21.4M $472.88
2025 Q3 ADDED 39,968 +3,249 +8.8% 1.62% $18.7M $467.53
2025 Q2 REDUCED 36,719 -10,644 -22.5% 1.53% $15.6M $423.39
2025 Q1 REDUCED 47,363 -4,777 -9.2% 1.95% $17.1M $359.72
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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