Investment Advisory Group, LLC IUSB — ISHARES TR CORE TOTAL USD

Ownership history in Investment Advisory Group, LLC  ·  18 quarters on record

AI Ownership Summary

Investment Advisory Group, LLC reported ISHARES TR CORE TOTAL USD (IUSB) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.05% in 2023 Q4. The latest visible filing shows IUSB at 0.74% 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 IUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Advisory Group, LLC's position in ISHARES TR CORE TOTAL USD, 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
2026 Q1

IUSB was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

IUSB stock page Investment Advisory Group, LLC fund profile Investment Advisory Group, LLC full holdings
How Investment Advisory Group, LLC held IUSB — position size vs. price
% of Fund (quarterly)    IUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 63,291 +1,022 +1.6% 0.74% $2.9M 2026-04-22 $46.42
2025 Q4 ADDED — — — 62,269 +1,193 +2.0% 0.75% $2.9M 2026-01-23 $46.18
2025 Q3 ADDED — — — 61,076 +4,728 +8.4% 0.78% $2.9M 2025-11-03 $45.82
2025 Q2 REDUCED — — — 56,348 -55 -0.1% 0.79% $2.6M 2025-07-25 $44.52
2025 Q1 ADDED — — — 56,403 +2,057 +3.8% 0.87% $2.6M 2025-04-14 $43.51
2024 Q4 ADDED — — — 54,346 +400 +0.7% 0.82% $2.5M 2025-01-17 $42.89
2024 Q3 ADDED — — — 53,946 +1,800 +3.5% 0.88% $2.5M 2024-10-15 $43.65
2024 Q2 ADDED — — — 52,146 +1,140 +2.2% 0.91% $2.4M 2024-07-31 $42.87
2024 Q1 ADDED — — — 51,006 +1,550 +3.1% 0.96% $2.3M 2024-04-29 $41.02
2023 Q4 ADDED — — — 49,456 +28,280 +133.5% 1.05% $2.3M 2024-01-30 $41.79
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IUSB

As of 2026 Q1 — sorted by position size

Mason & Associates, LLC 30.64% Stash Investments, LLC 17.71% LANDMARK WEALTH MANAGEMENT, INC. 11.85% ELEVATION WEALTH PARTNERS, LLC 11.44% ONE Advisory Partners, LLC 3Y 10.12% Skyline Advisors, Inc. 9.0% Affinity Capital Advisors, LLC 3Y 8.85% True Vision MN LLC 8.82% Stone House Investment Management, LLC 3Y 7Y 8.09% Compass Ion Advisors, LLC 3Y 7.73%

FAQ About Investment Advisory Group, LLC and IUSB

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

How long has Investment Advisory Group, LLC reported owning IUSB?

Investment Advisory Group, LLC reported IUSB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IUSB position in Investment Advisory Group, LLC's portfolio?

The largest reported portfolio weight for IUSB was 1.05% in 2023 Q4.

What is the latest reported IUSB position on this page?

The most recent filing on this page is 2026 Q1, when Investment Advisory Group, LLC reported 63,291 shares, equal to 0.74% of portfolio, with an estimated market value of $2.9M.

What does the chart on this IUSB ownership page compare?

The chart compares Investment Advisory Group, LLC's quarterly IUSB 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.

How well did Investment Advisory Group, LLC time their IUSB position?

Based on 13F filing dates vs. subsequent IUSB price moves, Investment Advisory Group, LLC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on IUSB relative to SPY over the holding period was -10.8%.

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