KWB Wealth ISCF — ISHARES TR

Ownership history in KWB Wealth  ·  5 quarters on record

AI Ownership Summary

KWB Wealth reported ISHARES TR (ISCF) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.19% in 2026 Q2. The latest visible filing shows ISCF at 0.19% 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.

What this ISCF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KWB Wealth'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 Q2

ISCF was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

ISCF stock page KWB Wealth fund profile KWB Wealth full holdings
How KWB Wealth held ISCF — position size vs. price
% of Fund (quarterly)    ISCF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 51,346 +17,197 +50.4% 0.19% $2.2M 2026-07-10 $43.83
2026 Q1 REDUCED — — — 34,149 -182 -0.5% 0.14% $1.4M 2026-04-08 $43.38
2025 Q4 ADDED — — — 34,331 +11,364 +49.5% 0.13% $1.4M 2026-01-12 $42.30
2025 Q3 ADDED — — — 22,967 +1,095 +5.0% 0.10% $890K 2025-10-08 $39.77
2025 Q2 INITIATED — — — 21,872 — — 0.09% $737K 2025-07-17 $37.56

🏢 Other funds also holding ISCF

As of 2026 Q2 — sorted by position size

Williams & Novak, LLC 3.16% White Wing Wealth Management 2.02% Longview Financial Advisors, Inc. 0.63% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.35% Beaird Harris Wealth Management, LLC 3Y 0.34% Focus Financial Network, Inc. 0.22% Breakwater Capital Group 3Y 0.21% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01% Hennion & Walsh Asset Management, Inc. 3Y 0.01%

FAQ About KWB Wealth and ISCF

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

How long has KWB Wealth reported owning ISCF?

KWB Wealth reported ISCF across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ISCF position in KWB Wealth's portfolio?

The largest reported portfolio weight for ISCF was 0.19% in 2026 Q2.

What is the latest reported ISCF position on this page?

The most recent filing on this page is 2026 Q2, when KWB Wealth reported 51,346 shares, equal to 0.19% of portfolio, with an estimated market value of $2.2M.

What does the chart on this ISCF ownership page compare?

The chart compares KWB Wealth's quarterly ISCF 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 KWB Wealth time their ISCF position?

Based on 13F filing dates vs. subsequent ISCF price moves, KWB Wealth correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ISCF relative to SPY over the holding period was +1798.9%.

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