ISCG — ISHARES TR

Ownership history in CW Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which CW Advisors, LLC reported a position in ISHARES TR (ISCG). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 4,870 — — 0.00% $219K $44.75
% of Fund (quarterly)    ISCG price (monthly, adj. close)

Other funds also holding ISCG

As of 2025 Q4 — sorted by position size

NorthStar Asset Management LLC /NJ/ 2.5% Black Diamond Financial, LLC 3Y 7Y 1.23% BEAM WEALTH ADVISORS, INC. 3Y 1.18% Opes Wealth Management LLC 3Y 1.16% Atlanta Consulting Group Advisors, LLC 0.73% VAUGHAN & Co SECURITIES, INC. 3Y 0.7% Van Diest Capital, LLC 0.63% Gallagher Fiduciary Advisors, LLC 3Y 7Y 0.55% IAG Wealth Partners, LLC 3Y 0.49% SHELTON WEALTH MANAGEMENT, LLC 3Y 0.48%
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