IWX ISHARES

Ownership history in Advisory Services Network, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES (IWX). 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
0.01% (2016 Q1)
Avg. % of fund
0.0%
First filed
2016 Q1
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 862 +822 +2055.0% 0.00% $76K $87.16
2023 Q4 REDUCED 40 -3,079 -98.7% 0.00% $3K $67.37
2023 Q3 REDUCED 3,119 -278 -8.2% 0.01% $204K $62.36
2023 Q2 ADDED 3,397 +19 +0.6% 0.01% $229K $63.92
2023 Q1 REDUCED 3,378 -16 -0.5% 0.01% $220K $61.42
2022 Q4 ADDED 3,394 +35 +1.0% 0.01% $220K $60.99
2022 Q2 ADDED 3,359 +112 +3.4% 0.01% $208K $57.27
2022 Q1 ADDED 3,247 +1,710 +111.3% 0.01% $226K $64.33
2021 Q2 ADDED 1,537 +1,057 +220.2% 0.00% $102K $60.47
2020 Q4 ADDED 480 +454 +1746.2% 0.00% $28K $52.24
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWX price (monthly, adj. close)
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