IWF — ISHARES TR

Ownership history in Bluesphere Advisors LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Bluesphere Advisors LLC reported a position in ISHARES TR (IWF). 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
18.59% (2024 Q2)
Avg. % of fund
15.65%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,695 +854 +1.0% 17.31% $39.1M $473.30
2025 Q3 REDUCED 81,841 -2,175 -2.6% 17.57% $38.3M $467.94
2025 Q2 ADDED 84,016 +914 +1.1% 17.79% $35.7M $423.76
2025 Q1 ADDED 83,102 +18,488 +28.6% 17.17% $30.0M $360.04
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4% BLODGETT WEALTH ADVISORS, LLC 3Y 16.05%
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