DROMS STRAUSS ADVISORS INC /MO/ /ADV IWO — ISHARES TR

Ownership history in DROMS STRAUSS ADVISORS INC /MO/ /ADV  ·  6 quarters on record

AI Ownership Summary

DROMS STRAUSS ADVISORS INC /MO/ /ADV reported ISHARES TR (IWO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.24% in 2025 Q3. The latest visible filing shows IWO at 5.62% 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 IWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DROMS STRAUSS ADVISORS INC /MO/ /ADV'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

IWO was reported at 5.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.24% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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.

IWO stock page DROMS STRAUSS ADVISORS INC /MO/ /ADV fund profile DROMS STRAUSS ADVISORS INC /MO/ /ADV full holdings
How DROMS STRAUSS ADVISORS INC /MO/ /ADV held IWO — position size vs. price
% of Fund (quarterly)    IWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 68,531 +1,658 +2.5% 5.62% $21.5M 2026-05-01 $362.03
2025 Q4 REDUCED — — — 66,873 -358 -0.5% 5.68% $21.6M 2026-02-13 $334.26
2025 Q3 ADDED — — — 67,231 +5,449 +8.8% 6.24% $21.5M 2025-11-04 $319.99
2025 Q2 ADDED — — — 61,782 +2,206 +3.7% 5.42% $17.7M 2025-07-15 $285.67
2025 Q1 ADDED — — — 59,576 +17,013 +40.0% 5.23% $15.2M 2025-05-02 $260.00
2024 Q4 INITIATED — — — 42,563 — — 4.00% $12.3M 2025-01-31 $294.70

🏢 Other funds also holding IWO

As of 2026 Q1 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 11.8% BARINGS LLC 3Y 7Y 7.82% Pacific Life Fund Advisors LLC 3Y 7.29% Powell Investment Advisors, LLC 3Y 6.62% LWM ADVISORS INC 6.33% Cassaday & Co Wealth Management LLC 3Y 6.25% Erickson Financial Group, LLC 3Y 5.19% Cohen Klingenstein LLC 3Y 7Y 5.0% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 4.93% Thoma Capital Management LLC 4.48%

FAQ About DROMS STRAUSS ADVISORS INC /MO/ /ADV and IWO

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

How long has DROMS STRAUSS ADVISORS INC /MO/ /ADV reported owning IWO?

DROMS STRAUSS ADVISORS INC /MO/ /ADV reported IWO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IWO position in DROMS STRAUSS ADVISORS INC /MO/ /ADV's portfolio?

The largest reported portfolio weight for IWO was 6.24% in 2025 Q3.

What is the latest reported IWO position on this page?

The most recent filing on this page is 2026 Q1, when DROMS STRAUSS ADVISORS INC /MO/ /ADV reported 68,531 shares, equal to 5.62% of portfolio, with an estimated market value of $21.5M.

What does the chart on this IWO ownership page compare?

The chart compares DROMS STRAUSS ADVISORS INC /MO/ /ADV's quarterly IWO 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.

How well did DROMS STRAUSS ADVISORS INC /MO/ /ADV time their IWO position?

Based on 13F filing dates vs. subsequent IWO price moves, DROMS STRAUSS ADVISORS INC /MO/ /ADV correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IWO relative to SPY over the holding period was +0.9%.

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