IWF ISHARES TR

Ownership history in Five Oceans Advisors  ·  5 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors 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
0.16% (2024 Q3)
Avg. % of fund
0.11%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 506 0% 0.09% $237K $467.53
2025 Q2 REDUCED 506 -149 -22.7% 0.09% $215K $423.39
2025 Q1 UNCHANGED 655 0% 0.11% $237K $359.72
2024 Q4 REDUCED 655 -243 -27.1% 0.12% $263K $399.63
2024 Q3 INITIATED 898 0.16% $337K $373.18
% of Fund (quarterly)    IWF price (monthly, adj. close)
← Back to Five Oceans Advisors Holdings