IWY β€” ISHARES TR

Ownership history in BFSG, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    IWY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 92 β€” β€” 0.00% $25K $273.17

🏒 Other funds also holding IWY

As of 2025 Q4 β€” sorted by position size

First Citizens Asset Management, Inc. 3Y 28.47% Kingdom Financial Group LLC. 13.23% HOWARD BAILEY SECURITIES, LLC 11.98% SOA Wealth Advisors, LLC. 3Y 11.7% BUSH INVESTMENT GROUP, LLC 11.48% Intelligence Driven Advisers, LLC 3Y 9.84% Richard P Slaughter Associates Inc 3Y 9.02% Portfolio Strategies, Inc. 3Y 7Y 8.12% Family Capital Management, Inc. 3Y 7.99% Forum Private Client Group LLC 3Y 7.88%
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