AMARA FINANCIAL, LLC. IWF — ISHARES TR

Ownership history in AMARA FINANCIAL, LLC.  ·  6 quarters on record

AI Ownership Summary

AMARA FINANCIAL, LLC. reported ISHARES TR (IWF) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q2. The latest visible filing shows IWF at 0.19% 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.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMARA FINANCIAL, LLC.'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

IWF was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 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.

IWF stock page AMARA FINANCIAL, LLC. fund profile AMARA FINANCIAL, LLC. full holdings
How AMARA FINANCIAL, LLC. held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 571 +1 +0.2% 0.19% $270K 2026-02-14 (Est.) $111.69
2025 Q3 REDUCED — — — 570 -8 -1.4% 0.20% $267K 2025-11-10 $120.24
2025 Q2 UNCHANGED — — — 578 — 0% 0.22% $246K 2025-08-11 $110.96
2025 Q1 ADDED — — — 578 +1 +0.2% 0.19% $209K 2025-04-25 $90.85
2024 Q4 UNCHANGED — — — 577 — 0% 0.21% $232K 2025-02-06 $102.72
2024 Q3 INITIATED — — — 577 — — 0.21% $216K 2024-11-07 $98.75

🏢 Other funds also holding IWF

As of 2026 Q1 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 22.72% LWM ADVISORS INC 19.14% Bluesphere Advisors LLC 3Y 18.64% NESTEGG ADVISORS, INC. 17.43% Cedar Mountain Advisors, LLC 3Y 16.07% Sheridan Capital Management, LLC 16.02% Cooksen Wealth, LLC 15.79% BLODGETT WEALTH ADVISORS, LLC 3Y 14.19% PROATHLETE WEALTH MANAGEMENT LLC 13.09% 1ST SOURCE BANK 3Y 7Y 12.45%

FAQ About AMARA FINANCIAL, LLC. and IWF

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

How long has AMARA FINANCIAL, LLC. reported owning IWF?

AMARA FINANCIAL, LLC. reported IWF across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IWF position in AMARA FINANCIAL, LLC.'s portfolio?

The largest reported portfolio weight for IWF was 0.22% in 2025 Q2.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when AMARA FINANCIAL, LLC. reported 571 shares, equal to 0.19% of portfolio, with an estimated market value of $270K.

What does the chart on this IWF ownership page compare?

The chart compares AMARA FINANCIAL, LLC.'s quarterly IWF 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.

How well did AMARA FINANCIAL, LLC. time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, AMARA FINANCIAL, LLC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IWF relative to SPY over the holding period was -2.1%.

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