HEFA β€” ISHARES TR

Ownership history in Clark Wealth Partners  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Clark Wealth Partners reported a position in ISHARES TR (HEFA). 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.

πŸ” Peak position
9.34% (2025 Q4)
πŸ“Š Avg. % of fund
9.34%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    HEFA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 346,455 β€” β€” 9.34% $12.0M $41.36

🏒 Other funds also holding HEFA

As of 2025 Q4 β€” sorted by position size

Paradigm, Strategies in Wealth Management, LLC 3Y 11.8% Blankinship & Foster, LLC 3Y 7Y 7.24% ACT WEALTH MANAGEMENT, LLC 3Y 7.03% Verde Capital Management 3Y 6.83% Cyr Financial Inc. 5.95% SACHEM HILL LLC 5.59% PARTNERS CAPITAL INVESTMENT GROUP, LLP 3Y 7Y 5.31% Denver PWM, LLC 3Y 7Y 5.13% Darrow Company, Inc. 3Y 4.13% Crumly & Associates Inc. 3Y 3.95%
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