IWF ISHARES TR

Ownership history in Friday Financial  ·  5 quarters on record

This page tracks every 13F SEC filing in which Friday Financial reported a position in ISHARES TR (IWF). 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
1.32% (2024 Q4)
Avg. % of fund
1.11%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,513 +2,742 +57.5% 1.25% $3.6M $472.88
2025 Q3 ADDED 4,771 +18 +0.4% 0.94% $2.2M $467.53
2025 Q2 UNCHANGED 4,753 0% 1.03% $2.0M $423.39
2025 Q1 UNCHANGED 4,753 0% 1.04% $1.7M $359.72
2024 Q4 INITIATED 4,753 1.32% $1.9M $399.63
% of Fund (quarterly)    IWF price (monthly, adj. close)
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