IWB — ISHARES TR

Ownership history in Brewster Financial Planning LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Brewster Financial Planning LLC reported a position in ISHARES TR (IWB). 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
31.69% (2021 Q4)
Avg. % of fund
29.65%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 117,456 -1,236 -1.0% 26.95% $43.9M $373.44
2025 Q3 REDUCED 118,692 -1,074 -0.9% 27.28% $43.4M $364.40
2025 Q2 ADDED 119,766 +1,048 +0.9% 27.44% $40.7M $337.67
2025 Q1 REDUCED 118,718 -1,356 -1.1% 26.92% $36.4M $304.25
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01% Capstone Financial Advisors, Inc. 3Y 7Y 12.9%
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