USRT — ISHARES TR

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, LLC reported a position in ISHARES TR (USRT). 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
1.0% (2025 Q4)
Avg. % of fund
0.82%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 163,822 +81,633 +99.3% 1.00% $9.3M $56.76
2025 Q3 ADDED 82,189 +13,682 +20.0% 0.79% $4.8M $57.82
2025 Q2 ADDED 68,507 +9,370 +15.8% 0.76% $3.9M $55.29
2025 Q1 INITIATED 59,137 — — 0.75% $3.4M $55.93
% of Fund (quarterly)    USRT price (monthly, adj. close)

Other funds also holding USRT

As of 2025 Q4 — sorted by position size

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 15.25% S. R. Schill & Associates 3Y 7Y 13.99% Trust Co of Tennessee 12.53% 93 Financial Group, LLC 9.06% Disciplina Capital Management LLC 5.01% Biltmore Wealth Management, LLC 3Y 7Y 4.61% Financial & Tax Architects, LLC 3Y 4.2% Heritage Financial Services, LLC 3Y 4.13% MPS Loria Financial Planners, LLC 3Y 7Y 3.67% Freedom Day Solutions, LLC 3Y 7Y 2.48%
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