IWF ISHARES TR

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, LLC reported a position in ISHARES TR (IWF). 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
1.21% (2023 Q4)
Avg. % of fund
1.15%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 4,747 +120 +2.6% 1.14% $1.8M $373.18
2024 Q2 ADDED 4,627 +154 +3.4% 1.20% $1.7M $361.83
2024 Q1 REDUCED 4,473 -552 -11.0% 1.10% $1.5M $334.19
2023 Q4 ADDED 5,025 +8 +0.2% 1.21% $1.5M $300.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)
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