Fischer Financial Services, Inc. TIP β€” ISHARES TR

Ownership history in Fischer Financial Services, Inc.  Β·  5 quarters on record

AI Ownership Summary

Fischer Financial Services, Inc. reported ISHARES TR (TIP) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.11% in 2026 Q1. The latest visible filing shows TIP at 4.11% 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 TIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fischer Financial Services, 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
2026 Q1

TIP was reported at 4.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.11% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

TIP stock page Fischer Financial Services, Inc. fund profile Fischer Financial Services, Inc. full holdings
How Fischer Financial Services, Inc. held TIP β€” position size vs. price
% of Fund (quarterly)    TIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 110,791 +1,597 +1.5% 4.11% $12.2M 2026-04-28 $111.17
2025 Q4 ADDED β€” β€” β€” 109,194 +1,588 +1.5% 3.18% $12.0M 2026-02-06 $110.11
2025 Q3 ADDED β€” β€” β€” 107,606 +1,590 +1.5% 3.22% $12.0M 2025-10-21 $110.43
2025 Q2 ADDED β€” β€” β€” 106,016 +2,803 +2.7% 3.43% $11.7M 2025-07-16 $107.07
2025 Q1 INITIATED β€” β€” β€” 103,213 β€” β€” 3.69% $11.5M 2025-05-07 $106.33

🏒 Other funds also holding TIP

As of 2026 Q1 β€” sorted by position size

VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 10.38% Deane Retirement Strategies, Inc. 3Y 7Y 9.52% Vertex Investment Solutions Co., Ltd. 5.9% Wealth Forward, LLC 5.8% Perissos Private Wealth Management, LLC 5.27% Cypress Capital, LLC 3Y 7Y 5.11% Arbor Investment Advisors, LLC 3Y 7Y 4.79% Horizons Wealth Management 3Y 4.11% SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 4.05% Independence Financial Advisors, LLC 4.02%

FAQ About Fischer Financial Services, Inc. and TIP

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

How long has Fischer Financial Services, Inc. reported owning TIP?

Fischer Financial Services, Inc. reported TIP across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TIP position in Fischer Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for TIP was 4.11% in 2026 Q1.

What is the latest reported TIP position on this page?

The most recent filing on this page is 2026 Q1, when Fischer Financial Services, Inc. reported 110,791 shares, equal to 4.11% of portfolio, with an estimated market value of $12.2M.

What does the chart on this TIP ownership page compare?

The chart compares Fischer Financial Services, Inc.'s quarterly TIP 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 Fischer Financial Services, Inc. time their TIP position?

Based on 13F filing dates vs. subsequent TIP price moves, Fischer Financial Services, Inc. correctly timed 3 out of 4 reported position changes (75%).

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