IWY — ISHARES TR

Ownership history in Forum Private Client Group LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Forum Private Client Group LLC reported a position in ISHARES TR (IWY). 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
8.18% (2025 Q3)
Avg. % of fund
6.01%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 83,505 -440 -0.5% 7.88% $23.1M $276.94
2025 Q3 ADDED 83,945 +4,865 +6.2% 8.18% $23.0M $273.38
2025 Q2 ADDED 79,080 +10,533 +15.4% 7.51% $19.5M $246.03
2025 Q1 ADDED 68,547 +1,328 +2.0% 6.28% $14.5M $210.32
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% of Fund (quarterly)    IWY price (monthly, adj. close)

Other funds also holding IWY

As of 2025 Q4 — sorted by position size

First Citizens Asset Management, Inc. 3Y 28.47% Kingdom Financial Group LLC. 13.23% HOWARD BAILEY SECURITIES, LLC 11.98% SOA Wealth Advisors, LLC. 3Y 11.7% BUSH INVESTMENT GROUP, LLC 11.48% Intelligence Driven Advisers, LLC 3Y 9.84% Richard P Slaughter Associates Inc 3Y 9.02% Portfolio Strategies, Inc. 3Y 7Y 8.12% Family Capital Management, Inc. 3Y 7.99% Aspire Capital Advisors LLC 3Y 7.62%
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