IYC — ISHARES TR

Ownership history in Essential Planning, LLC.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in ISHARES TR (IYC). 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
0.09% (2024 Q3)
Avg. % of fund
0.07%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,160 — 0% 0.08% $226K $104.56
2025 Q2 REDUCED 2,160 -240 -10.0% 0.08% $215K $99.28
2025 Q1 REDUCED 2,400 -2,400 -50.0% 0.09% $212K $87.88
2024 Q4 ADDED 4,800 +2,400 +100.0% 0.00% $442K $95.50
2024 Q3 INITIATED 2,400 — — 0.09% $211K $87.27
% of Fund (quarterly)    IYC price (monthly, adj. close)

Other funds also holding IYC

As of 2025 Q4 — sorted by position size

ADVISORTRUST PARTNERS, LLC 4.82% MinichMacGregor Wealth Management, LLC 3Y 7Y 3.73% Madison Park Capital Advisors, LLC 2.72% First Citizens Financial Corp 3Y 2.54% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.02% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.98% PGIM Custom Harvest LLC 3Y 1.49% Cadent Capital Advisors, LLC 3Y 1.38% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.32% WealthCare Asset Management, LLC 1.2%
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