Family Firm, Inc. IWV — ISHARES TR

Ownership history in Family Firm, Inc.  ·  23 quarters on record

AI Ownership Summary

Family Firm, Inc. reported ISHARES TR (IWV) in 23 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 15.6% in 2025 Q2. The latest visible filing shows IWV at 15.60% 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 IWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family Firm, Inc.'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 Q2

IWV was reported at 15.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.6% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q2

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.

IWV stock page Family Firm, Inc. fund profile Family Firm, Inc. full holdings
How Family Firm, Inc. held IWV — position size vs. price
% of Fund (quarterly)    IWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 184,423 -9,438 -4.9% 15.60% $64.7M 2025-08-14 (Est.) $361.95
2025 Q1 REDUCED — — — 193,861 -2,896 -1.5% 13.75% $61.6M 2025-05-01 $312.54
2024 Q4 REDUCED 78.1% -4.7% ✅ 196,757 -701,588 -78.1% 14.63% $65.8M 2025-02-10 $340.47
2024 Q3 ADDED — — — 898,345 +42,009 +4.9% 14.41% $65.8M 2024-10-17 $325.62
2024 Q2 ADDED — — — 856,336 +649,319 +313.7% 14.12% $63.3M 2024-07-24 $301.49
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWV

As of 2026 Q2 — sorted by position size

Pitcairn Wealth Advisors LLC 23.51% TLWM 3Y 7Y 20.3% KDK Private Wealth Management, LLC 16.53% Wind River Trust Co 3Y 16.4% PENNINGTON PARTNERS & CO., LLC 14.96% Bricktown Capital, LLC 3Y 14.42% EPIQ PARTNERS, LLC 3Y 12.98% American Family Investments, Inc. 12.52% Finley Financial, LLC 11.91% UNC Management Company, Inc. 3Y 10.91%

FAQ About Family Firm, Inc. and IWV

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

How long has Family Firm, Inc. reported owning IWV?

Family Firm, Inc. reported IWV across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported IWV position in Family Firm, Inc.'s portfolio?

The largest reported portfolio weight for IWV was 15.60% in 2025 Q2.

What is the latest reported IWV position on this page?

The most recent filing on this page is 2025 Q2, when Family Firm, Inc. reported 184,423 shares, equal to 15.60% of portfolio, with an estimated market value of $64.7M.

What does the chart on this IWV ownership page compare?

The chart compares Family Firm, Inc.'s quarterly IWV 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 Family Firm, Inc. time their IWV position?

Based on 13F filing dates vs. subsequent IWV price moves, Family Firm, Inc. correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on IWV relative to SPY over the holding period was -0.7%.

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