IWO — ISHARES TR

Ownership history in Future Fund LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Future Fund LLC reported a position in ISHARES TR (IWO). 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
2.34% (2025 Q2)
Avg. % of fund
2.2%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 18,311 — 0% 2.07% $5.9M $319.24
2025 Q2 INITIATED 18,311 — — 2.34% $5.2M $284.81
% of Fund (quarterly)    IWO price (monthly, adj. close)

Other funds also holding IWO

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 12.33% BARINGS LLC 3Y 7Y 9.95% Powell Investment Advisors, LLC 3Y 6.71% LWM ADVISORS INC 6.41% Cassaday & Co Wealth Management LLC 3Y 6.27% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 5.68% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.22% Erickson Financial Group, LLC 3Y 5.19% Cohen Klingenstein LLC 3Y 7Y 5.07% Thoma Capital Management LLC 4.92%
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