Narus Financial Partners, LLC ISCF — ISHARES TR

Ownership history in Narus Financial Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Narus Financial Partners, LLC reported ISHARES TR (ISCF) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.41% in 2025 Q3. The latest visible filing shows ISCF at 0.20% 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 Narus Financial Partners, 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 Q3

ISCF was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Narus Financial Partners, LLC fund profile Narus Financial Partners, LLC full holdings
How Narus Financial Partners, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,804 +997 +6.3% 0.20% $750K 2026-10-19 $44.05
2026 Q2 ADDED — — — 15,807 +2,192 +16.1% 0.18% $684K 2026-07-31 $44.22
2026 Q1 ADDED — — — 13,615 +1,174 +9.4% 0.15% $569K 2026-04-21 $43.42
2025 Q4 ADDED — — — 12,441 +3,001 +31.8% 0.14% $516K 2026-02-09 $44.37
2025 Q3 REDUCED 15.7% +3.2% ❌ 9,440 -1,754 -15.7% 0.41% $388K 2025-12-29 $40.87
2025 Q2 REDUCED — — — 11,194 -476 -4.1% 0.14% $434K 2025-07-14 $37.57
2025 Q1 REDUCED 10.7% +17.4% ❌ 11,670 -1,404 -10.7% 0.13% $393K 2025-04-30 $33.49
2024 Q4 ADDED — — — 13,074 +589 +4.7% 0.14% $422K 2025-01-23 $30.91
2024 Q3 ADDED — — — 12,485 +2,491 +24.9% 0.16% $440K 2024-10-18 $31.86
2024 Q2 INITIATED — — — 9,994 — — 0.13% $322K 2024-07-17 $30.94

🏢 Other funds also holding ISCF

As of 2026 Q3 — sorted by position size

Williams & Novak Wealth Management, LLC 3.45% Eagle Strategies LLC 3Y 0.77% Stonebridge Wealth Management, LLC 0.7% Longview Financial Advisors, Inc. 0.58% RHS Financial, LLC 3Y 7Y 0.3% Focus Financial Network, Inc. 0.24% PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.24% Breakwater Capital Group 3Y 0.23% KWB Wealth 3Y 0.2% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 0.06%

FAQ About Narus Financial Partners, LLC and ISCF

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

How long has Narus Financial Partners, LLC reported owning ISCF?

Narus Financial Partners, LLC reported ISCF across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported ISCF position in Narus Financial Partners, LLC's portfolio?

The largest reported portfolio weight for ISCF was 0.41% in 2025 Q3.

What is the latest reported ISCF position on this page?

The most recent filing on this page is 2026 Q3, when Narus Financial Partners, LLC reported 16,804 shares, equal to 0.20% of portfolio, with an estimated market value of $750K.

What does the chart on this ISCF ownership page compare?

The chart compares Narus Financial Partners, LLC'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 Narus Financial Partners, LLC time their ISCF position?

Based on 13F filing dates vs. subsequent ISCF price moves, Narus Financial Partners, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on ISCF relative to SPY over the holding period was +0.3%.

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