IUSB — ISHARES TR

Ownership history in Forefront Wealth Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Forefront Wealth Partners, LLC 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
2.22% (2025 Q1)
Avg. % of fund
1.58%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 61,511 +982 +1.6% 1.36% $2.9M $46.22
2025 Q3 REDUCED 60,529 -5,417 -8.2% 0.71% $2.8M $45.75
2025 Q2 UNCHANGED 65,946 — 0% 2.05% $3.0M $44.80
2025 Q1 INITIATED 65,946 — — 2.22% $3.0M $44.18
% 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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