IWF β€” ISHARES TRUST RUS 1000 GRW ETF

Ownership history in FSA Wealth Management LLC  Β·  23 quarters on record

AI Ownership Summary

FSA Wealth Management LLC reported ISHARES TRUST RUS 1000 GRW ETF (IWF) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 25.07% in 2025 Q3. The latest visible filing shows IWF at 25.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FSA Wealth Management LLC's position in ISHARES TRUST RUS 1000 GRW ETF, 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 Q3

IWF was reported at 25.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.07% in 2025 Q3

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 Q3

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 FSA Wealth Management LLC held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 146,326 -2,721 -1.8% 25.07% $68.5M 2025-11-14 (Est.) $470.04
2025 Q2 REDUCED 149,047 -667 -0.4% 24.69% $63.3M 2025-08-11 $443.86
2025 Q1 ADDED 149,714 +28 +0.0% 22.94% $54.1M 2025-05-15 $397.72
2024 Q4 REDUCED 149,686 -5,565 -3.6% 24.40% $60.1M 2025-02-14 $414.35
2024 Q3 REDUCED 155,251 -3,126 -2.0% 23.28% $58.3M 2024-11-14 $393.48
2024 Q1 REDUCED 158,377 -580 -0.4% 23.23% $53.4M 2024-05-16 $340.04
2023 Q4 REDUCED 158,957 -3,896 -2.4% 22.87% $48.2M 2024-02-14 $323.90
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FSA Wealth Management LLC and IWF

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

How long has FSA Wealth Management LLC reported owning IWF?

FSA Wealth Management LLC reported IWF across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IWF position in FSA Wealth Management LLC's portfolio?

The largest reported portfolio weight for IWF was 25.07% in 2025 Q3.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q3, when FSA Wealth Management LLC reported 146,326 shares, equal to 25.07% of portfolio, with an estimated market value of $68.5M.

What does the chart on this IWF ownership page compare?

The chart compares FSA Wealth Management LLC's quarterly IWF 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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