IWB — Ishares Russell

Ownership history in CHARTIST INC /CA/  ·  22 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in Ishares Russell (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
25.15% (2023 Q1)
Avg. % of fund
10.19%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 39,795 -966 -2.4% 10.07% $14.9M $372.56
2025 Q3 REDUCED 40,761 -11,550 -22.1% 10.17% $14.9M $363.54
2024 Q4 REDUCED 52,311 -651 -1.2% 8.73% $16.9M $317.94
2024 Q3 REDUCED 52,962 -998 -1.8% 8.55% $16.7M $309.33
18 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% Brewster Financial Planning LLC 3Y 26.95% 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%
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