IWF ISHARES TR

Ownership history in Client First Capital LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Client First Capital 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
4.12% (2025 Q1)
Avg. % of fund
1.85%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,245 -93 -1.3% 1.45% $3.4M $472.88
2025 Q3 REDUCED 7,338 -390 -5.0% 1.53% $3.4M $467.53
2025 Q2 REDUCED 7,728 -14,564 -65.3% 1.54% $3.3M $423.39
2025 Q1 ADDED 22,292 +14,934 +203.0% 4.12% $8.0M $359.72
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)
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