IBDW — ISHARES TR

Ownership history in Envision Financial Planning, LLC  ·  10 quarters on record

AI Ownership Summary

Envision Financial Planning, LLC reported ISHARES TR (IBDW) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.14% in 2023 Q4. The latest visible filing shows IBDW at 4.89% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBDW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Envision Financial Planning, LLC'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
2025 Q4

IBDW was reported at 4.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.14% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

IBDW stock page Envision Financial Planning, LLC fund profile Envision Financial Planning, LLC full holdings
How Envision Financial Planning, LLC held IBDW — position size vs. price
% of Fund (quarterly)    IBDW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 611,456 -234,446 -27.7% 4.89% $12.9M 2026-02-14 (Est.) $21.12
2025 Q3 ADDED 845,902 +122,079 +16.9% 7.61% $18.0M 2025-11-14 $20.68
2025 Q2 ADDED 723,823 +25,857 +3.7% 7.12% $15.2M 2025-08-14 $20.40
2025 Q1 ADDED 697,966 +16,503 +2.4% 7.38% $14.5M 2025-05-14 $19.61
2024 Q4 ADDED 681,463 +21,074 +3.2% 7.17% $13.9M 2025-02-13 $19.34
2024 Q3 ADDED 660,389 +24,582 +3.9% 7.38% $14.0M 2024-11-07 $19.31
2024 Q2 ADDED 635,807 +33,362 +5.5% 9.85% $12.9M 2024-07-31 $19.04
2024 Q1 ADDED 602,445 +45,034 +8.1% 9.97% $12.3M 2024-04-30 $18.07
2023 Q4 ADDED 557,411 +115,357 +26.1% 10.14% $11.6M 2024-01-23 $18.35
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBDW

As of 2026 Q1 — sorted by position size

MB, LEVIS & ASSOCIATES, LLC 5.74% ADIRONDACK TRUST CO 3Y 7Y 1.72% Signature Wealth Management Group 3Y 7Y 1.67% NESTEGG ADVISORS, INC. 0.5% Quantum Financial Advisors, LLC 3Y 0.37% BEACON FINANCIAL GROUP 3Y 7Y 0.15% Miller Global Investments, LLC 0.05% RVW Wealth, LLC 3Y 7Y 0.03% SAX WEALTH ADVISORS, LLC 3Y 0.02% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01%

FAQ About Envision Financial Planning, LLC and IBDW

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

How long has Envision Financial Planning, LLC reported owning IBDW?

Envision Financial Planning, LLC reported IBDW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBDW position in Envision Financial Planning, LLC's portfolio?

The largest reported portfolio weight for IBDW was 10.14% in 2023 Q4.

What is the latest reported IBDW position on this page?

The most recent filing on this page is 2025 Q4, when Envision Financial Planning, LLC reported 611,456 shares, equal to 4.89% of portfolio, with an estimated market value of $12.9M.

What does the chart on this IBDW ownership page compare?

The chart compares Envision Financial Planning, LLC's quarterly IBDW 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.

← Back to Envision Financial Planning, LLC Holdings