IWB ISHARES TR

Ownership history in MITCHELL SINKLER & STARR/PA  ·  19 quarters on record

AI Ownership Summary

MITCHELL SINKLER & STARR/PA reported ISHARES TR (IWB) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2023 Q4. The latest visible filing shows IWB at 1.64% 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 IWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL SINKLER & STARR/PA'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
2025 Q4

IWB was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% 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 2025 Q4

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.

How MITCHELL SINKLER & STARR/PA held IWB — position size vs. price
% of Fund (quarterly)    IWB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,700 +50 +0.5% 1.64% $3.6M 2026-02-14 (Est.) $372.86
2025 Q3 ADDED 9,650 +590 +6.5% 1.59% $3.5M 2025-11-04 $367.68
2025 Q2 ADDED 9,060 +50 +0.6% 1.47% $3.1M 2025-07-25 $347.37
2025 Q1 ADDED 9,010 +710 +8.6% 0.77% $2.8M 2025-05-07 $305.04
2024 Q4 ADDED 8,300 +55 +0.7% 0.71% $2.7M 2025-02-12 $328.07
2024 Q3 ADDED 8,245 +60 +0.7% 0.65% $2.6M 2024-11-13 $323.55
2024 Q2 ADDED 8,185 +2,035 +33.1% 0.64% $2.5M 2024-08-07 $278.52
2024 Q1 REDUCED 6,150 -30,206 -83.1% 0.44% $1.8M 2024-04-30 $269.94
2023 Q4 ADDED 36,356 +28,416 +357.9% 1.73% $9.5M 2024-02-12 $268.98
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MITCHELL SINKLER & STARR/PA and IWB

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

How long has MITCHELL SINKLER & STARR/PA reported owning IWB?

MITCHELL SINKLER & STARR/PA reported IWB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWB position in MITCHELL SINKLER & STARR/PA's portfolio?

The largest reported portfolio weight for IWB was 1.73% in 2023 Q4.

What is the latest reported IWB position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL SINKLER & STARR/PA reported 9,700 shares, equal to 1.64% of portfolio, with an estimated market value of $3.6M.

What does the chart on this IWB ownership page compare?

The chart compares MITCHELL SINKLER & STARR/PA's quarterly IWB 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.

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