INDA β€” ISHARES TR

Ownership history in Avion Wealth  Β·  4 quarters on record

AI Ownership Summary

Avion Wealth reported ISHARES TR (INDA) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows INDA at 0.00% 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 INDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avion Wealth'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 Q3

INDA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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 Q3

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.

How Avion Wealth held INDA β€” position size vs. price
% of Fund (quarterly)    INDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 47 β€” 0% 0.00% $2K 2025-10-24 $54.51
2025 Q1 UNCHANGED 47 β€” 0% 0.00% $2K 2025-05-09 $52.39
2024 Q4 UNCHANGED 47 β€” 0% 0.00% $2K 2025-01-29 $50.52
2024 Q3 INITIATED 47 β€” β€” 0.00% $2K 2024-10-18 $56.15

FAQ About Avion Wealth and INDA

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

How long has Avion Wealth reported owning INDA?

Avion Wealth reported INDA across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported INDA position in Avion Wealth's portfolio?

The largest reported portfolio weight for INDA was 0.00% in 2024 Q3.

What is the latest reported INDA position on this page?

The most recent filing on this page is 2025 Q3, when Avion Wealth reported 47 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this INDA ownership page compare?

The chart compares Avion Wealth's quarterly INDA 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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