Quest 10 Wealth Builders, Inc. ILTB — ISHARES TR

Ownership history in Quest 10 Wealth Builders, Inc.  ·  6 quarters on record

AI Ownership Summary

Quest 10 Wealth Builders, Inc. reported ISHARES TR (ILTB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows ILTB at 0.02% 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 ILTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quest 10 Wealth Builders, Inc.'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 Q2

ILTB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

ILTB stock page Quest 10 Wealth Builders, Inc. fund profile Quest 10 Wealth Builders, Inc. full holdings
How Quest 10 Wealth Builders, Inc. held ILTB — position size vs. price
% of Fund (quarterly)    ILTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 530 +86 +19.4% 0.02% $26K 2026-07-24 $nan
2026 Q1 ADDED — — — 444 +408 +1133.3% 0.02% $22K 2026-05-06 $48.78
2025 Q4 UNCHANGED — — — 36 — 0% 0.00% $2K 2026-01-29 $48.74
2025 Q3 REDUCED 68.1% +0.6% ❌ 36 -77 -68.1% 0.00% $2K 2025-10-20 $49.58
2025 Q1 ADDED — — — 113 +50 +79.4% 0.01% $6K 2025-05-01 $45.98
2024 Q4 INITIATED — — — 63 — — 0.00% $3K 2025-02-13 $45.98

🏢 Other funds also holding ILTB

As of 2026 Q2 — sorted by position size

Cedar Mountain Advisors, LLC 3Y 2.08% ETF Portfolio Partners, Inc. 3Y 7Y 1.29% Independent Wealth Network Inc. 3Y 0.59% Cresta Advisors, Ltd. 3Y 0.4% Level Financial Advisors 3Y 0.17% Sound Income Strategies, LLC 3Y 7Y 0.1% TSFG, LLC 3Y 0.04% Prospera Financial Services Inc 3Y 7Y 0.02% Decker Retirement Planning Inc. 0.02% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.01%

FAQ About Quest 10 Wealth Builders, Inc. and ILTB

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

How long has Quest 10 Wealth Builders, Inc. reported owning ILTB?

Quest 10 Wealth Builders, Inc. reported ILTB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported ILTB position in Quest 10 Wealth Builders, Inc.'s portfolio?

The largest reported portfolio weight for ILTB was 0.02% in 2026 Q2.

What is the latest reported ILTB position on this page?

The most recent filing on this page is 2026 Q2, when Quest 10 Wealth Builders, Inc. reported 530 shares, equal to 0.02% of portfolio, with an estimated market value of $26K.

What does the chart on this ILTB ownership page compare?

The chart compares Quest 10 Wealth Builders, Inc.'s quarterly ILTB 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 Quest 10 Wealth Builders, Inc. time their ILTB position?

Based on 13F filing dates vs. subsequent ILTB price moves, Quest 10 Wealth Builders, Inc. correctly timed 2 out of 4 reported position changes (50%).

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