Braun-Bostich & Associates Inc. IVLU — ISHARES TR

Ownership history in Braun-Bostich & Associates Inc.  ·  7 quarters on record

AI Ownership Summary

Braun-Bostich & Associates Inc. reported ISHARES TR (IVLU) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows IVLU at 0.59% 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 IVLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Braun-Bostich & Associates Inc.'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
2026 Q1

IVLU was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q1

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 2026 Q1

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.

IVLU stock page Braun-Bostich & Associates Inc. fund profile Braun-Bostich & Associates Inc. full holdings
How Braun-Bostich & Associates Inc. held IVLU — position size vs. price
% of Fund (quarterly)    IVLU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 23,658 — 0% 0.59% $939K 2026-04-15 $41.81
2025 Q4 REDUCED — — — 23,658 -101 -0.4% 0.56% $900K 2026-01-14 $39.52
2025 Q3 REDUCED — — — 23,759 -93 -0.4% 0.53% $843K 2025-11-03 $35.32
2025 Q2 ADDED — — — 23,852 +132 +0.6% 0.54% $784K 2025-07-08 $32.39
2025 Q1 ADDED — — — 23,720 +11,559 +95.0% 0.53% $719K 2025-04-15 $28.32
2024 Q4 ADDED — — — 12,161 +3,892 +47.1% 0.24% $330K 2025-01-17 $26.24
2024 Q3 INITIATED — — — 8,269 — — 0.17% $244K 2024-10-15 $27.03

🏢 Other funds also holding IVLU

As of 2026 Q1 — sorted by position size

INVENIO WEALTH PARTNERS LLC 9.13% Pioneer Family Office, LLC 7.67% Good Harbor Advisors, Inc. 7.21% Farrow Financial, Inc. 6.34% Meridian Financial Partners LLC 3Y 7Y 5.42% Alliance Wealth Advisors, LLC /UT 3Y 5.08% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 4.78% Armbruster Capital Management, Inc. 3Y 7Y 4.39% Freedom Investment Management, Inc. 3Y 7Y 3.83% Cobblestone Asset Management LLC 3.74%

FAQ About Braun-Bostich & Associates Inc. and IVLU

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

How long has Braun-Bostich & Associates Inc. reported owning IVLU?

Braun-Bostich & Associates Inc. reported IVLU across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IVLU position in Braun-Bostich & Associates Inc.'s portfolio?

The largest reported portfolio weight for IVLU was 0.59% in 2026 Q1.

What is the latest reported IVLU position on this page?

The most recent filing on this page is 2026 Q1, when Braun-Bostich & Associates Inc. reported 23,658 shares, equal to 0.59% of portfolio, with an estimated market value of $939K.

What does the chart on this IVLU ownership page compare?

The chart compares Braun-Bostich & Associates Inc.'s quarterly IVLU 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.

How well did Braun-Bostich & Associates Inc. time their IVLU position?

Based on 13F filing dates vs. subsequent IVLU price moves, Braun-Bostich & Associates Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on IVLU relative to SPY over the holding period was +16.6%.

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