STIP — ISHARES TR

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  13 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported ISHARES TR (STIP) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.17% in 2025 Q1. The latest visible filing shows STIP at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STIP was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STIP stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT held STIP — position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35,285 -11,212 -24.1% 0.78% $3.6M 2026-02-14 (Est.) $102.79
2025 Q3 ADDED 46,497 +905 +2.0% 1.13% $4.8M 2025-11-10 $101.93
2025 Q2 ADDED 45,592 +2,271 +5.2% 1.13% $4.7M 2025-08-14 $101.14
2025 Q1 ADDED 43,321 +4,494 +11.6% 1.17% $4.5M 2025-05-13 $99.24
2024 Q4 ADDED 38,827 +26,602 +217.6% 1.01% $3.9M 2025-01-24 $96.94
2024 Q3 REDUCED 12,225 -2,187 -15.2% 0.33% $1.2M 2024-11-08 $96.23
2024 Q2 ADDED 14,412 +1,270 +9.7% 0.42% $1.4M 2024-08-02 $95.15
2024 Q1 ADDED 13,142 +1,604 +13.9% 0.39% $1.3M 2024-05-13 $93.12
2023 Q4 ADDED 11,538 +740 +6.9% 0.38% $1.1M 2024-02-05 $91.82
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STIP

As of 2026 Q1 — sorted by position size

Ethos Capital Management, Inc. 11.6% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 9.49% Northland Capital Management LLC 3Y 8.94% Abacus Planning Group, Inc. 3Y 7Y 8.39% Deane Retirement Strategies, Inc. 3Y 7Y 8.24% Seneca Financial Advisors LLC 7.54% Holcombe Financial, Inc. 7.0% MJT & Associates Financial Advisory Group, Inc. 5.83% AJ Advisors, LLC 3Y 5.66% JEPPSON WEALTH MANAGEMENT, LLC 3Y 5.56%

FAQ About Alliance Wealth Advisors, LLC /UT and STIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning STIP?

Alliance Wealth Advisors, LLC /UT reported STIP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported STIP position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for STIP was 1.17% in 2025 Q1.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 35,285 shares, equal to 0.78% of portfolio, with an estimated market value of $3.6M.

What does the chart on this STIP ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly STIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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