Forthright Family Wealth Advisory LLC IFRA — ISHARES TR

Ownership history in Forthright Family Wealth Advisory LLC  ·  9 quarters on record

AI Ownership Summary

Forthright Family Wealth Advisory LLC reported ISHARES TR (IFRA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.66% in 2025 Q4. The latest visible filing shows IFRA at 1.66% 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 IFRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forthright Family Wealth Advisory LLC'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
2025 Q4

IFRA was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

IFRA stock page Forthright Family Wealth Advisory LLC fund profile Forthright Family Wealth Advisory LLC full holdings
How Forthright Family Wealth Advisory LLC held IFRA — position size vs. price
% of Fund (quarterly)    IFRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 50,111 +2,467 +5.2% 1.66% $2.6M 2026-02-14 (Est.) $60.14
2025 Q3 ADDED — — — 47,644 +18,763 +65.0% 1.55% $2.5M 2025-11-04 $51.70
2025 Q2 REDUCED — — — 28,881 -1,395 -4.6% 0.90% $1.4M 2025-08-13 $51.64
2025 Q1 ADDED — — — 30,276 +1,036 +3.5% 0.90% $1.4M 2025-04-30 $44.40
2024 Q4 ADDED — — — 29,240 +2,147 +7.9% 0.88% $1.4M 2025-03-03 $44.91
2024 Q3 REDUCED 7.4% -1.2% ✅ 27,093 -2,180 -7.4% 0.87% $1.4M 2024-12-09 $48.40
2024 Q2 ADDED — — — 29,273 +125 +0.4% 0.79% $1.2M 2024-08-12 $41.87
2024 Q1 ADDED — — — 29,148 +1,453 +5.2% 0.85% $1.3M 2024-04-29 $41.29
2023 Q4 INITIATED — — — 27,695 — — 0.87% $1.1M 2024-02-28 $38.80

🏢 Other funds also holding IFRA

As of 2026 Q1 — sorted by position size

Laurel Wealth Planning LLC 3Y 5.56% Paller Financial Services Inc 2.84% Urban Wealth Management, LLC 2.1% HOGE FINANCIAL SERVICES, LLC 2.02% Consilium Wealth Advisory, LLC 3Y 1.63% FORTE ASSET MANAGEMENT LLC 3Y 1.57% Silver Coast Investments LLC 1.14% ARRIEN INVESTMENTS, INC. 1.02% Elm3 Financial Group, LLC 0.88% HERBST GROUP, LLC 3Y 0.75%

FAQ About Forthright Family Wealth Advisory LLC and IFRA

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

How long has Forthright Family Wealth Advisory LLC reported owning IFRA?

Forthright Family Wealth Advisory LLC reported IFRA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IFRA position in Forthright Family Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for IFRA was 1.66% in 2025 Q4.

What is the latest reported IFRA position on this page?

The most recent filing on this page is 2025 Q4, when Forthright Family Wealth Advisory LLC reported 50,111 shares, equal to 1.66% of portfolio, with an estimated market value of $2.6M.

What does the chart on this IFRA ownership page compare?

The chart compares Forthright Family Wealth Advisory LLC's quarterly IFRA 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 Forthright Family Wealth Advisory LLC time their IFRA position?

Based on 13F filing dates vs. subsequent IFRA price moves, Forthright Family Wealth Advisory LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on IFRA relative to SPY over the holding period was +6.1%.

← Back to Forthright Family Wealth Advisory LLC Holdings