IWF β€” ISHARES TR

Ownership history in Crumly & Associates Inc.  Β·  4 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported ISHARES TR (IWF) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q2. The latest visible filing shows IWF at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWF was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crumly & Associates Inc. held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,423 -363 -13.0% 0.22% $1.0M 2026-05-15 (Est.) $460.07
2025 Q4 UNCHANGED 2,786 β€” 0% 0.28% $1.3M 2026-01-14 $469.73
2025 Q3 REDUCED 2,786 -219 -7.3% 0.29% $1.3M 2025-11-03 $487.04
2025 Q2 INITIATED 3,005 β€” β€” 0.31% $1.3M 2025-07-02 $422.33

FAQ About Crumly & Associates Inc. and IWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning IWF?

Crumly & Associates Inc. reported IWF across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IWF position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for IWF was 0.31% in 2025 Q2.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 2,423 shares, equal to 0.22% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IWF ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly IWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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