IWP — ISHARES TR

Ownership history in Post Resch Tallon Group Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Post Resch Tallon Group Inc. reported a position in ISHARES TR (IWP). 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
2.17% (2025 Q2)
Avg. % of fund
1.99%
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 16,989 +414 +2.5% 1.97% $2.3M $136.94
2025 Q3 ADDED 16,575 +365 +2.3% 2.09% $2.4M $142.25
2025 Q2 ADDED 16,210 +6 +0.0% 2.17% $2.2M $138.41
2025 Q1 ADDED 16,204 +1,510 +10.3% 1.94% $1.9M $117.14
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWP price (monthly, adj. close)

Other funds also holding IWP

As of 2025 Q4 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 10.01% Pacific Life Fund Advisors LLC 3Y 9.2% Cedar Mountain Advisors, LLC 3Y 7.23% Bishop & Co Investment Management, LLC 3Y 7Y 6.51% Cassaday & Co Wealth Management LLC 3Y 6.18% Rodgers & Associates, LTD 3Y 5.71% PETRA FINANCIAL ADVISORS INC 5.69% SOUTHERN CAPITAL ADVISORS, LLC 3Y 5.64% Integrated Investment Consultants, LLC 3Y 7Y 5.06% Sterling Manor Financial, LLC 3Y 4.95%
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