FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. IWN ISHARES TR

Ownership history in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported ISHARES TR (IWN) in 6 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.17% in 2026 Q2. The latest visible filing shows IWN at 0.17% 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 IWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORESIGHT CAPITAL MANAGEMENT ADVISORS, 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 Q2

IWN was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. held IWN — position size vs. price
% of Fund (quarterly)    IWN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,590 +400 +33.6% 0.17% $352K 2026-07-08 $217.68
2026 Q1 UNCHANGED 1,190 0% 0.13% $226K 2026-04-14 $201.36
2025 Q4 UNCHANGED 1,190 0% 0.12% $216K 2026-01-28 $193.33
2025 Q3 REDUCED 22.1% +4.5% 1,190 -338 -22.1% 0.12% $210K 2025-10-16 $174.71
2024 Q3 UNCHANGED 1,528 0% 0.15% $255K 2024-10-07 $159.07
2024 Q2 INITIATED 1,528 0.16% $233K 2024-07-11 $153.12

FAQ About FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. and IWN

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

How long has FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported owning IWN?

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported IWN across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IWN position in FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for IWN was 0.17% in 2026 Q2.

What is the latest reported IWN position on this page?

The most recent filing on this page is 2026 Q2, when FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. reported 1,590 shares, equal to 0.17% of portfolio, with an estimated market value of $352K.

What does the chart on this IWN ownership page compare?

The chart compares FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s quarterly IWN 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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