IWP — ISHARES TR

Ownership history in Future Fund LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Future Fund LLC reported a position in ISHARES TR (IWP). 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
6.13% (2025 Q2)
Avg. % of fund
5.13%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 99,049 — 0% 4.29% $13.6M $136.88
2025 Q3 UNCHANGED 99,049 — 0% 4.98% $14.1M $142.19
2025 Q2 INITIATED 99,049 — — 6.13% $13.7M $138.35
% of Fund (quarterly)    IWP price (monthly, adj. close)

Other funds also holding IWP

As of 2025 Q4 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 10.01% Pacific Life Fund Advisors LLC 3Y 9.2% Cedar Mountain Advisors, LLC 3Y 7.23% Bishop & Co Investment Management, LLC 3Y 7Y 6.51% Cassaday & Co Wealth Management LLC 3Y 6.18% Rodgers & Associates, LTD 3Y 5.71% PETRA FINANCIAL ADVISORS INC 5.69% SOUTHERN CAPITAL ADVISORS, LLC 3Y 5.64% Integrated Investment Consultants, LLC 3Y 7Y 5.06% Sterling Manor Financial, LLC 3Y 4.95%
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