IBDT — ISHARES TR

Ownership history in ARCADIA INVESTMENT ADVISORS LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which ARCADIA INVESTMENT ADVISORS LLC reported a position in ISHARES TR (IBDT). 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
3.83% (2025 Q4)
Avg. % of fund
3.49%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 323,397 +64,493 +24.9% 3.83% $8.2M $25.27
2025 Q3 ADDED 258,904 +2,885 +1.1% 3.21% $6.6M $24.95
2025 Q2 REDUCED 256,019 -2,831 -1.1% 3.37% $6.5M $24.57
2025 Q1 ADDED 258,850 +9,338 +3.7% 3.66% $6.5M $24.13
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% of Fund (quarterly)    IBDT price (monthly, adj. close)

Other funds also holding IBDT

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.59% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.85% PFG Private Wealth Management, LLC 3Y 3.56% Windsor Capital Management, LLC 3Y 7Y 3.39% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.98% Winthrop Partners - WNY, LLC 3Y 7Y 2.67% Summit Asset Management, LLC 3Y 7Y 2.62% WOODMONT INVESTMENT COUNSEL LLC 3Y 7Y 2.59%
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