ECLECTIC ASSOCIATES INC /ADV IVW — ISHARES TR

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  6 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported ISHARES TR (IVW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.9% in 2024 Q4. The latest visible filing shows IVW at 0.32% 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 IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /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

IVW was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.9% in 2024 Q4

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.

IVW stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held IVW — position size vs. price
% of Fund (quarterly)    IVW 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 REDUCED — — — 21,159 -6,955 -24.7% 0.32% $2.4M 2026-04-08 $119.14
2025 Q4 REDUCED 45.7% -8.2% ✅ 28,114 -23,639 -45.7% 0.54% $3.5M 2026-02-03 $122.17
2025 Q3 REDUCED 10.9% +3.1% ❌ 51,753 -6,356 -10.9% 1.15% $6.2M 2025-10-09 $121.83
2025 Q2 REDUCED 7.7% +9.3% ❌ 58,109 -4,878 -7.7% 1.39% $6.4M 2025-07-17 $111.98
2025 Q1 REDUCED — — — 62,987 -236 -0.4% 1.57% $5.8M 2025-04-10 $88.36
2024 Q4 INITIATED — — — 63,223 — — 1.90% $6.4M 2025-01-21 $104.28

🏢 Other funds also holding IVW

As of 2026 Q1 — sorted by position size

Stegner Investment Associates Inc. 3Y 38.06% Foundation Wealth Management, LLC 3Y 25.84% ADG Wealth Management Group, LLC 19.19% hemming& Wealth Management, Inc. 17.89% MJT & Associates Financial Advisory Group, Inc. 15.8% ENCOMPASS WEALTH ADVISORS, LLC 3Y 14.65% American Wealth Advisors, LLC 14.58% LVZ, Inc. 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.08% FINANCIAL LIFE ADVISORS 3Y 7Y 12.72%

FAQ About ECLECTIC ASSOCIATES INC /ADV and IVW

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning IVW?

ECLECTIC ASSOCIATES INC /ADV reported IVW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IVW position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for IVW was 1.90% in 2024 Q4.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 21,159 shares, equal to 0.32% of portfolio, with an estimated market value of $2.4M.

What does the chart on this IVW ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly IVW 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 ECLECTIC ASSOCIATES INC /ADV time their IVW position?

Based on 13F filing dates vs. subsequent IVW price moves, ECLECTIC ASSOCIATES INC /ADV correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IVW relative to SPY over the holding period was +0.4%.

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