IUSV — ISHARES TR

Ownership history in Foster Group, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Foster Group, Inc. reported a position in ISHARES TR (IUSV). 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
3.35% (2025 Q4)
Avg. % of fund
3.31%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,080,840 +41,431 +4.0% 3.35% $110.8M $102.15
2025 Q3 INITIATED 1,039,409 — — 3.26% $103.9M $99.04
% of Fund (quarterly)    IUSV price (monthly, adj. close)

Other funds also holding IUSV

As of 2025 Q4 — sorted by position size

SOUTHERN CAPITAL ADVISORS, LLC 3Y 13.89% Tanglewood Legacy Advisors, LLC 3Y 13.71% Veracity Capital LLC 3Y 12.22% PCA Investment Advisory Services Inc. 10.84% FORTRESS FINANCIAL GROUP, LLC 10.67% ASPIRIANT, LLC 3Y 7Y 10.55% Birchcreek Wealth Management, LLC 3Y 10.03% Keenan, LLC 9.87% Kestra Investment Management, LLC 9.46% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.16%
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