Arlington Financial Advisors, LLC URTH — ISHARES INC

Ownership history in Arlington Financial Advisors, LLC  ·  26 quarters on record

AI Ownership Summary

Arlington Financial Advisors, LLC reported ISHARES INC (URTH) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2023 Q4. The latest visible filing shows URTH at 0.08% 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 URTH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arlington Financial Advisors, LLC's position in ISHARES INC, 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
2026 Q1

URTH was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2023 Q4

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 2026 Q1

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.

URTH stock page Arlington Financial Advisors, LLC fund profile Arlington Financial Advisors, LLC full holdings
How Arlington Financial Advisors, LLC held URTH — position size vs. price
% of Fund (quarterly)    URTH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,975 — 0% 0.08% $536K 2026-04-15 $192.05
2025 Q4 UNCHANGED — — — 2,975 — 0% 0.08% $553K 2026-01-12 $188.79
2025 Q3 UNCHANGED — — — 2,975 — 0% 0.08% $540K 2025-10-10 $175.60
2025 Q2 REDUCED 29.9% +6.8% ❌ 2,975 -1,268 -29.9% 0.08% $504K 2025-07-28 $170.47
2025 Q1 ADDED — — — 4,243 +55 +1.3% 0.11% $650K 2025-04-09 $145.19
2024 Q4 ADDED — — — 4,188 +73 +1.8% 0.13% $651K 2025-01-28 $157.37
2024 Q3 ADDED — — — 4,115 +6 +0.1% 0.13% $646K 2024-11-01 $149.90
2024 Q2 ADDED — — — 4,109 +76 +1.9% 0.13% $606K 2024-07-16 $148.88
2024 Q1 REDUCED 57.7% +2.8% ❌ 4,033 -5,492 -57.7% 0.13% $584K 2024-04-18 $133.05
2023 Q4 ADDED — — — 9,525 +5,487 +135.9% 0.38% $1.3M 2024-01-09 $127.22
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding URTH

As of 2026 Q1 — sorted by position size

LTS Liquid Investments LLC 21.2% SAVA PENZISKO DRUSHTVO A.D. SKOPJE 11.13% Fulcrum Equity Management 3Y 7Y 8.03% Evelyn Partners Investment Management (Europe) Ltd 6.5% Inherent Management Corp. 5.55% Investments & Financial Planning, LLC 3Y 5.47% Silphium Asset Management Ltd 4.65% Keystone Global Partners, LLC 4.03% Evensky & Katz LLC 3Y 7Y 2.95% Obermeyer Wealth Partners 3Y 7Y 2.9%

FAQ About Arlington Financial Advisors, LLC and URTH

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

How long has Arlington Financial Advisors, LLC reported owning URTH?

Arlington Financial Advisors, LLC reported URTH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported URTH position in Arlington Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for URTH was 0.38% in 2023 Q4.

What is the latest reported URTH position on this page?

The most recent filing on this page is 2026 Q1, when Arlington Financial Advisors, LLC reported 2,975 shares, equal to 0.08% of portfolio, with an estimated market value of $536K.

What does the chart on this URTH ownership page compare?

The chart compares Arlington Financial Advisors, LLC's quarterly URTH 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 Arlington Financial Advisors, LLC time their URTH position?

Based on 13F filing dates vs. subsequent URTH price moves, Arlington Financial Advisors, LLC correctly timed 15 out of 23 reported position changes (65%). The annualised alpha on URTH relative to SPY over the holding period was -1.4%.

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