IWF β€” ISHARES TR

Ownership history in Highview Capital Management LLC/DE/  Β·  3 quarters on record

AI Ownership Summary

Highview Capital Management LLC/DE/ reported ISHARES TR (IWF) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.41% in 2025 Q4. The latest visible filing shows IWF at 1.41% 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 Highview Capital Management LLC/DE/'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 Q4

IWF was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 Highview Capital Management LLC/DE/ held IWF β€” position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,427 +950 +12.7% 1.41% $4.0M 2026-02-14 (Est.) $446.78
2025 Q3 ADDED 7,477 +6,493 +659.9% 1.29% $3.5M 2025-11-13 $469.03
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Highview Capital Management LLC/DE/ and IWF

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

How long has Highview Capital Management LLC/DE/ reported owning IWF?

Highview Capital Management LLC/DE/ reported IWF across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported IWF position in Highview Capital Management LLC/DE/'s portfolio?

The largest reported portfolio weight for IWF was 1.41% in 2025 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2025 Q4, when Highview Capital Management LLC/DE/ reported 8,427 shares, equal to 1.41% of portfolio, with an estimated market value of $4.0M.

What does the chart on this IWF ownership page compare?

The chart compares Highview Capital Management LLC/DE/'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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