IWF — ISHARES TR

Ownership history in Fairhaven Wealth Management, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Fairhaven Wealth Management, LLC reported a position in ISHARES TR (IWF). 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
1.12% (2024 Q4)
Avg. % of fund
0.9%
First filed
2020 Q2
Last filed
2024 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 8,890 +16 +0.2% 1.12% $3.6M $399.98
2024 Q3 UNCHANGED 8,874 — 0% 1.02% $3.3M $373.51
2024 Q2 UNCHANGED 8,874 — 0% 1.07% $3.2M $362.15
2024 Q1 UNCHANGED 8,874 — 0% 1.03% $3.0M $334.48
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
← Back to Fairhaven Wealth Management, LLC Holdings