IWY ISHARES TR

Ownership history in BFSG, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BFSG, LLC reported a position in ISHARES TR (IWY). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 92 0.00% $25K $273.17
% of Fund (quarterly)    IWY price (monthly, adj. close)
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