IUSB — ISHARES TR

Ownership history in Firestone Capital Management  ·  25 quarters on record

This page tracks every 13F SEC filing in which Firestone Capital Management reported a position in ISHARES TR (IUSB). 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
15.9% (2020 Q1)
Avg. % of fund
8.43%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 349,346 -5,089 -1.4% 3.45% $16.3M $46.22
2025 Q3 ADDED 354,435 +10,921 +3.2% 3.58% $16.6M $45.75
2025 Q2 REDUCED 343,514 -7,139 -2.0% 3.74% $15.9M $44.80
2025 Q1 REDUCED 350,653 -12,092 -3.3% 4.24% $16.2M $44.18
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
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