Ownership history in Independent Wealth Network Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Independent Wealth Network Inc. reported a position in JANUS DETROIT STR TR (JSML). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,647 | +169 | +1.3% | 0.31% | $1.0M | $73.56 |
| 2025 Q3 | ADDED | 13,478 | +2,428 | +22.0% | 0.32% | $1.0M | $74.65 |
| 2025 Q2 | ADDED | 11,050 | +666 | +6.4% | 0.27% | $745K | $67.26 |
| 2025 Q1 | ADDED | 10,384 | +555 | +5.6% | 0.25% | $632K | $60.50 |
| 2024 Q4 | INITIATED | 9,829 | — | — | 0.26% | $644K | $64.87 |
As of 2025 Q4 — sorted by position size