IWY — ISHARES TR

Ownership history in Intelligence Driven Advisers, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in ISHARES TR (IWY). 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
10.34% (2024 Q2)
Avg. % of fund
9.37%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 248,596 -18,699 -7.0% 9.84% $68.8M $276.73
2025 Q3 REDUCED 267,295 -3,854 -1.4% 10.14% $73.1M $273.17
2025 Q2 ADDED 271,149 +45,520 +20.2% 10.08% $66.8M $245.84
2025 Q1 REDUCED 225,629 -2,107 -0.9% 9.17% $47.6M $210.15
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWY price (monthly, adj. close)

Other funds also holding IWY

As of 2025 Q4 — sorted by position size

First Citizens Asset Management, Inc. 3Y 28.47% Kingdom Financial Group LLC. 13.23% HOWARD BAILEY SECURITIES, LLC 11.98% SOA Wealth Advisors, LLC. 3Y 11.7% BUSH INVESTMENT GROUP, LLC 11.48% Richard P Slaughter Associates Inc 3Y 9.02% Portfolio Strategies, Inc. 3Y 7Y 8.12% Family Capital Management, Inc. 3Y 7.99% Forum Private Client Group LLC 3Y 7.88% Aspire Capital Advisors LLC 3Y 7.62%
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