GREAT VALLEY ADVISOR GROUP, INC. IAK — ISHARES TR

Ownership history in GREAT VALLEY ADVISOR GROUP, INC.  ·  5 quarters on record

AI Ownership Summary

GREAT VALLEY ADVISOR GROUP, INC. reported ISHARES TR (IAK) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows IAK at 0.02% 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.

What this IAK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT VALLEY ADVISOR GROUP, INC.'s position in ISHARES TR, 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

IAK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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.

IAK stock page GREAT VALLEY ADVISOR GROUP, INC. fund profile GREAT VALLEY ADVISOR GROUP, INC. full holdings
How GREAT VALLEY ADVISOR GROUP, INC. held IAK — position size vs. price
% of Fund (quarterly)    IAK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 27.0% +2.8% ❌ 9,045 -3,353 -27.0% 0.02% $1.2M 2025-11-14 $130.97
2025 Q2 ADDED — — — 12,398 +152 +1.2% 0.04% $1.7M 2025-08-14 $129.03
2025 Q1 ADDED — — — 12,246 +183 +1.5% 0.04% $1.7M 2025-05-08 $131.15
2024 Q4 REDUCED 47.1% +9.6% ❌ 12,063 -10,730 -47.1% 0.03% $1.5M 2025-02-24 $126.17
2024 Q3 INITIATED — — — 22,793 — — 0.07% $2.9M 2024-11-12 $127.68

🏢 Other funds also holding IAK

As of 2026 Q1 — sorted by position size

Legend Financial Advisors, Inc. 3Y 4.59% Genesee Capital Advisors, LLC 3Y 7Y 0.4% Outlook Wealth Advisors, LLC 3Y 7Y 0.36% Nova Wealth Management, Inc. 0.14% RFG Advisory, LLC 3Y 7Y 0.08% Harbor Asset Planning, Inc. 0.08% Bulwark Capital Corp 0.05% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% AdvisorNet Financial, Inc 3Y 7Y 0.01% Composition Wealth, LLC 3Y 7Y 0.01%

FAQ About GREAT VALLEY ADVISOR GROUP, INC. and IAK

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

How long has GREAT VALLEY ADVISOR GROUP, INC. reported owning IAK?

GREAT VALLEY ADVISOR GROUP, INC. reported IAK across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IAK position in GREAT VALLEY ADVISOR GROUP, INC.'s portfolio?

The largest reported portfolio weight for IAK was 0.07% in 2024 Q3.

What is the latest reported IAK position on this page?

The most recent filing on this page is 2025 Q3, when GREAT VALLEY ADVISOR GROUP, INC. reported 9,045 shares, equal to 0.02% of portfolio, with an estimated market value of $1.2M.

What does the chart on this IAK ownership page compare?

The chart compares GREAT VALLEY ADVISOR GROUP, INC.'s quarterly IAK 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.

How well did GREAT VALLEY ADVISOR GROUP, INC. time their IAK position?

Based on 13F filing dates vs. subsequent IAK price moves, GREAT VALLEY ADVISOR GROUP, INC. correctly timed 1 out of 4 reported position changes (25%).

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