IWR — ISHARES TR

Ownership history in BFSG, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which BFSG, LLC reported a position in ISHARES TR (IWR). 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
0.25% (2025 Q3)
Avg. % of fund
0.13%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 26,875 +26,169 +3706.7% 0.25% $2.6M $95.90
2024 Q1 INITIATED 706 — — 0.01% $59K —
% of Fund (quarterly)    IWR price (monthly, adj. close)

Other funds also holding IWR

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 22.66% Fox Financial, Inc 12.02% CCG WEALTH MANAGEMENT, LLC 3Y 9.8% PRAIRIEVIEW WEALTH PARTNERS, LLC 9.52% Taylor & Morgan Wealth Management, LLC 3Y 6.53% GGM Financials LLC 6.47% Oakworth Capital, Inc. 3Y 7Y 6.23% SONATA CAPITAL GROUP INC 3Y 7Y 6.19% Sincerus Advisory, LLC 5.94% Campion Asset Management 3Y 5.78%
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