URTH — ISHARES INC

Ownership history in RDA Financial Network  ·  3 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network reported a position in ISHARES INC (URTH). 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
0.11% (2025 Q2)
Avg. % of fund
0.11%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,357 -4 -0.2% 0.11% $428K $180.10
2025 Q2 ADDED 2,361 +30 +1.3% 0.11% $400K $168.02
2025 Q1 INITIATED 2,331 — — 0.11% $357K $150.79
% of Fund (quarterly)    URTH price (monthly, adj. close)

Other funds also holding URTH

As of 2025 Q4 — sorted by position size

Fulcrum Equity Management 3Y 7Y 8.49% Inherent Management Corp. 5.78% Evensky & Katz LLC 3Y 7Y 3.02% Obermeyer Wealth Partners 3Y 7Y 3.0% Hyposwiss Advisors SA 2.7% FISCHER INVESTMENT STRATEGIES, LLC 2.6% Retirement Management Systems Inc. 2.49% Mount Capital Ltd 3Y 1.78% GAM Holding AG 3Y 7Y 1.63% Sheridan Capital Management, LLC 1.28%
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