IWP ISHARES TR

Ownership history in Integrated Investment Consultants, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which Integrated Investment Consultants, LLC reported a position in ISHARES TR (IWP). 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
9.25% (2024 Q3)
Avg. % of fund
6.53%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 180,699 -151,029 -45.5% 5.06% $24.7M $136.94
2025 Q3 REDUCED 331,728 -2,275 -0.7% 8.01% $47.2M $142.25
2025 Q2 REDUCED 334,003 -58,626 -14.9% 9.10% $46.3M $138.41
2025 Q1 ADDED 392,629 +56,987 +17.0% 8.02% $40.3M $117.14
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWP price (monthly, adj. close)
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