ILF β€” ISHARES TR

Ownership history in Exit Wealth Advisors, LLC.  Β·  2 quarters on record

AI Ownership Summary

Exit Wealth Advisors, LLC. reported ISHARES TR (ILF) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.07% in 2025 Q3. The latest visible filing shows ILF at 2.05% 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 ILF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Exit Wealth Advisors, 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

ILF was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

How Exit Wealth Advisors, LLC. held ILF β€” position size vs. price
% of Fund (quarterly)    ILF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 113,759 +6,571 +6.1% 2.05% $3.5M 2026-02-14 (Est.) $36.26
2025 Q3 INITIATED 107,188 β€” β€” 2.07% $3.1M 2025-11-14 $29.81

🏒 Other funds also holding ILF

As of 2026 Q1 β€” sorted by position size

Bangor Savings Bank 3Y 7Y 0.0%

FAQ About Exit Wealth Advisors, LLC. and ILF

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

How long has Exit Wealth Advisors, LLC. reported owning ILF?

Exit Wealth Advisors, LLC. reported ILF across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported ILF position in Exit Wealth Advisors, LLC.'s portfolio?

The largest reported portfolio weight for ILF was 2.07% in 2025 Q3.

What is the latest reported ILF position on this page?

The most recent filing on this page is 2025 Q4, when Exit Wealth Advisors, LLC. reported 113,759 shares, equal to 2.05% of portfolio, with an estimated market value of $3.5M.

What does the chart on this ILF ownership page compare?

The chart compares Exit Wealth Advisors, LLC.'s quarterly ILF 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.

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