IWO ISHARES TR

Ownership history in Echo45 Advisors LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Echo45 Advisors LLC reported a position in ISHARES TR (IWO). 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
2.19% (2025 Q3)
Avg. % of fund
1.77%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,748 +69 +0.6% 2.17% $3.8M $322.91
2025 Q3 ADDED 11,679 +151 +1.3% 2.19% $3.7M $319.24
2025 Q2 ADDED 11,528 +195 +1.7% 2.08% $3.3M $284.81
2025 Q1 ADDED 11,333 +379 +3.5% 1.94% $2.9M $254.29
2024 Q4 ADDED 10,954 +478 +4.6% 2.12% $3.2M $286.01
2024 Q3 ADDED 10,476 +414 +4.1% 1.94% $3.0M $281.25
2024 Q2 REDUCED 10,062 -1,102 -9.9% 1.86% $2.6M $259.49
2024 Q1 ADDED 11,164 +47 +0.4% 2.18% $3.0M $267.29
2023 Q4 ADDED 11,117 +1,589 +16.7% 2.16% $2.8M $248.63
2023 Q3 ADDED 9,528 +70 +0.7% 1.81% $2.1M $220.45
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWO price (monthly, adj. close)
← Back to Echo45 Advisors LLC Holdings