TOPT — ISHARES TR

Ownership history in Core Wealth Partners LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in ISHARES TR (TOPT). 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
0.49% (2025 Q4)
Avg. % of fund
0.33%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 35,199 +23,882 +211.0% 0.49% $1.1M $31.20
2025 Q3 INITIATED 11,317 — — 0.16% $345K $30.40
% of Fund (quarterly)    TOPT price (monthly, adj. close)

Other funds also holding TOPT

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 5.58% Goodman Advisory Group, LLC 3Y 3.0% ATX Financial Planning, LLC 1.17% RIA Advisory Group LLC 3Y 0.36% Keystone Wealth Services, LLC 3Y 0.29% Clear Creek Financial Management, LLC 3Y 0.27% Tranquilli Financial Advisor LLC 3Y 0.2% Insight Wealth Partners, LLC 3Y 0.14% CPC Advisors, LLC 3Y 0.14% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.11%
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