ISCF — ISHARES TR

Ownership history in Phoenix Wealth Advisors  ·  5 quarters on record

This page tracks every 13F SEC filing in which Phoenix Wealth Advisors reported a position in ISHARES TR (ISCF). 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
4.56% (2025 Q4)
Avg. % of fund
4.12%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 286,092 +7,285 +2.6% 4.56% $11.9M $41.48
2025 Q3 ADDED 278,807 +10,064 +3.7% 4.41% $11.5M $40.35
2025 Q2 ADDED 268,743 +9,630 +3.7% 4.36% $10.4M $38.04
2025 Q1 ADDED 259,113 +10,029 +4.0% 3.80% $8.7M $32.38
2024 Q4 INITIATED 249,084 — — 3.49% $8.0M $31.04
% of Fund (quarterly)    ISCF price (monthly, adj. close)

Other funds also holding ISCF

As of 2025 Q4 — sorted by position size

Main Street Research LLC 3Y 7Y 4.53% White Wing Wealth Management 2.07% Williams & Novak, LLC 1.74% Financial Strategies Group, Inc. 3Y 1.64% EVOLVE PRIVATE WEALTH, LLC 1.52% Edge Financial Advisors LLC 1.23% Eagle Strategies LLC 3Y 0.89% Financial Freedom, LLC 3Y 0.8% Bell Investment Advisors, Inc 3Y 0.73% Longview Financial Advisors, Inc. 0.72%
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