Kingdom Financial Group LLC. IWY — ISHARES TR

Ownership history in Kingdom Financial Group LLC.  ·  12 quarters on record

AI Ownership Summary

Kingdom Financial Group LLC. reported ISHARES TR (IWY) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 15.09% in 2024 Q2. The latest visible filing shows IWY at 11.98% 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 IWY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kingdom Financial Group LLC.'s position in ISHARES TR, 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

IWY was reported at 11.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.09% in 2024 Q2

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.

IWY stock page Kingdom Financial Group LLC. fund profile Kingdom Financial Group LLC. full holdings
How Kingdom Financial Group LLC. held IWY — position size vs. price
% of Fund (quarterly)    IWY 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 — — — 168,261 +13,693 +8.9% 11.98% $41.9M 2026-05-13 $292.00
2025 Q4 ADDED — — — 154,568 +92,214 +147.9% 13.23% $42.8M 2026-02-06 $266.48
2025 Q3 ADDED — — — 62,354 +11,561 +22.8% 10.43% $17.1M 2025-10-30 $283.23
2025 Q2 REDUCED 41.5% +10.4% ❌ 50,793 -36,069 -41.5% 10.94% $12.5M 2025-08-11 $257.84
2025 Q1 REDUCED 6.0% +17.0% ❌ 86,862 -5,537 -6.0% 13.43% $18.3M 2025-04-24 $208.93
2024 Q4 REDUCED 7.0% -10.2% ✅ 92,399 -7,000 -7.0% 14.86% $21.7M 2025-02-10 $238.07
2024 Q3 REDUCED — — — 99,399 -4,506 -4.3% 6.49% $8.7M 2024-11-12 $230.75
2024 Q2 ADDED — — — 103,905 +9,960 +10.6% 15.09% $22.3M 2024-08-07 $193.62
2024 Q1 ADDED — — — 93,945 +30,326 +47.7% 12.89% $18.3M 2024-05-15 $198.72
2023 Q4 REDUCED — — — 63,619 -2,072 -3.2% 9.72% $11.1M 2024-01-17 $174.54
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWY

As of 2026 Q1 — sorted by position size

First Citizens Asset Management, Inc. 3Y 26.72% Boulay Financial Advisors, LLC 17.42% VICTORY FINANCIAL GROUP, LLC 14.14% Baer Investment Advisory LLC 14.14% Lloyd Advisory Services, LLC. 3Y 11.98% HOWARD BAILEY SECURITIES, LLC 11.45% Hidden Cove Wealth Management, LLC 10.63% LifeWealth Investments, LLC 9.83% SOA Wealth Advisors, LLC. 3Y 9.72% Equity Wealth Partners, LLC 9.62%

FAQ About Kingdom Financial Group LLC. and IWY

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

How long has Kingdom Financial Group LLC. reported owning IWY?

Kingdom Financial Group LLC. reported IWY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IWY position in Kingdom Financial Group LLC.'s portfolio?

The largest reported portfolio weight for IWY was 15.09% in 2024 Q2.

What is the latest reported IWY position on this page?

The most recent filing on this page is 2026 Q1, when Kingdom Financial Group LLC. reported 168,261 shares, equal to 11.98% of portfolio, with an estimated market value of $41.9M.

What does the chart on this IWY ownership page compare?

The chart compares Kingdom Financial Group LLC.'s quarterly IWY 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 Kingdom Financial Group LLC. time their IWY position?

Based on 13F filing dates vs. subsequent IWY price moves, Kingdom Financial Group LLC. correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on IWY relative to SPY over the holding period was +2.6%.

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