ISTB — ISHARES TR

Ownership history in DORVAL Corp  ·  9 quarters on record

This page tracks every 13F SEC filing in which DORVAL Corp reported a position in ISHARES TR (ISTB). 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
5.46% (2025 Q1)
Avg. % of fund
4.81%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 314,458 +10,224 +3.4% 4.89% $15.3M $48.41
2025 Q3 ADDED 304,234 +15,214 +5.3% 4.92% $14.9M $47.83
2025 Q2 ADDED 289,020 +8,253 +2.9% 5.03% $14.1M $47.15
2025 Q1 ADDED 280,767 +3,256 +1.2% 5.46% $13.6M $46.38
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% Boyd Wealth Management, LLC 3Y 5.6% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14%
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