IWR — ISHARES TR

Ownership history in COREPATH WEALTH PARTNERS LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in ISHARES TR (IWR). 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
1.39% (2025 Q4)
Avg. % of fund
0.99%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,770 +3,660 +21.4% 1.39% $2.1M $96.01
2025 Q3 ADDED 17,110 +12,631 +282.0% 1.21% $1.7M $95.90
2025 Q2 INITIATED 4,479 — — 0.35% $420K $91.05
% of Fund (quarterly)    IWR price (monthly, adj. close)

Other funds also holding IWR

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 22.66% Fox Financial, Inc 12.02% CCG WEALTH MANAGEMENT, LLC 3Y 9.8% PRAIRIEVIEW WEALTH PARTNERS, LLC 9.52% Taylor & Morgan Wealth Management, LLC 3Y 6.53% GGM Financials LLC 6.47% Oakworth Capital, Inc. 3Y 7Y 6.23% SONATA CAPITAL GROUP INC 3Y 7Y 6.19% Sincerus Advisory, LLC 5.94% Campion Asset Management 3Y 5.78%
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