ILCG — ISHARES TR

Ownership history in LongView Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in ISHARES TR (ILCG). 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
4.41% (2025 Q2)
Avg. % of fund
3.73%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 147,068 -7,207 -4.7% 3.76% $15.6M $103.94
2025 Q3 ADDED 154,275 +4,098 +2.7% 4.36% $16.1M $104.05
2025 Q2 ADDED 150,177 +2,898 +2.0% 4.41% $14.6M $96.54
2025 Q1 ADDED 147,279 +4,603 +3.2% 3.58% $11.9M $80.60
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ILCG price (monthly, adj. close)

Other funds also holding ILCG

As of 2025 Q4 — sorted by position size

B&D White Capital Company, LLC 3Y 5.8% Strategic Financial Concepts, LLC 4.02% FAS Wealth Partners, Inc. 3Y 7Y 3.94% Dentgroup LLC 3Y 3.53% KILEY JUERGENS WEALTH MANAGEMENT, LLC 3Y 7Y 3.23% Northwest Wealth Advisors, LLC 3.0% AMERICAN FINANCIAL & TAX STRATEGIES INC 2.59% Asempa Wealth Advisors 2.17% McKinley Carter Wealth Services, Inc. 3Y 7Y 2.14% Arcadia Wealth Management, LLC 3Y 1.85%
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