Ownership history in PFW Advisors LLC · 11 quarters on record
This page tracks every 13F SEC filing in which PFW Advisors LLC reported a position in ISHARES TR (IUSB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 129,289 | +368 | +0.3% | 1.82% | $6.0M | $46.22 |
| 2025 Q3 | ADDED | 128,921 | +256 | +0.2% | 1.78% | $6.0M | $45.75 |
| 2025 Q2 | REDUCED | 128,665 | -1,510 | -1.2% | 1.83% | $5.9M | $44.80 |
| 2025 Q1 | REDUCED | 130,175 | -3,745 | -2.8% | 1.88% | $6.0M | $44.18 |
| 2024 Q4 | ADDED | 133,920 | +918 | +0.7% | 1.86% | $6.1M | $43.04 |
| 2024 Q3 | ADDED | 133,002 | +766 | +0.6% | 1.90% | $6.3M | $44.26 |
| 2024 Q2 | REDUCED | 132,236 | -4,185 | -3.1% | 1.90% | $6.0M | $42.05 |
| 2024 Q1 | ADDED | 136,421 | +19,562 | +16.7% | 1.90% | $6.2M | $41.97 |
| 2023 Q4 | REDUCED | 116,859 | -24,928 | -17.6% | 1.72% | $5.4M | $42.15 |
| 2023 Q3 | ADDED | 141,787 | +706 | +0.5% | 2.19% | $6.2M | $39.50 |
As of 2025 Q4 — sorted by position size