Financial Advocates Investment Management IQLT — ISHARES TR

Ownership history in Financial Advocates Investment Management  ·  3 quarters on record

AI Ownership Summary

Financial Advocates Investment Management reported ISHARES TR (IQLT) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.36% in 2024 Q3. The latest visible filing shows IQLT at 0.33% 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 IQLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Advocates Investment Management'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 Q3

IQLT was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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.

IQLT stock page Financial Advocates Investment Management fund profile Financial Advocates Investment Management full holdings
How Financial Advocates Investment Management held IQLT — position size vs. price
% of Fund (quarterly)    IQLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 96.5% +4.2% ❌ 2,320 -64,620 -96.5% 0.33% $595K 2025-11-14 (Est.) $43.68
2024 Q3 ADDED — — — 66,940 +50,429 +305.4% 0.36% $6.4M 2024-10-25 $37.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IQLT

As of 2026 Q3 — sorted by position size

Altus Wealth Management, LLC 3Y 9.93% Longview Financial Advisors, Inc. 9.18% Koenig Investment Advisory, LLC 8.25% Sunburst Financial Group, LLC 3Y 6.88% ORSER CAPITAL MANAGEMENT, LLC 3Y 7Y 6.06% Advus Financial Partners, LLC 6.0% Planning Strategies Inc. 5.95% Clearview Wealth Management LLC 5.54% Inlight Wealth Management, LLC 5.34% Harbor Group, Inc. 3Y 5.26%

FAQ About Financial Advocates Investment Management and IQLT

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

How long has Financial Advocates Investment Management reported owning IQLT?

Financial Advocates Investment Management reported IQLT across 2 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IQLT position in Financial Advocates Investment Management's portfolio?

The largest reported portfolio weight for IQLT was 0.36% in 2024 Q3.

What is the latest reported IQLT position on this page?

The most recent filing on this page is 2025 Q3, when Financial Advocates Investment Management reported 2,320 shares, equal to 0.33% of portfolio, with an estimated market value of $595K.

What does the chart on this IQLT ownership page compare?

The chart compares Financial Advocates Investment Management's quarterly IQLT 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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