IUSB — ISHARES TR

Ownership history in Security Financial Services, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. 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.

Peak position
3.83% (2022 Q2)
Avg. % of fund
2.74%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 197,185 +1,355 +0.7% 1.44% $9.2M $46.22
2025 Q3 REDUCED 195,830 -32,607 -14.3% 1.48% $9.1M $45.75
2025 Q2 REDUCED 228,437 -13,807 -5.7% 1.86% $10.6M $44.80
2025 Q1 REDUCED 242,244 -9,304 -3.7% 2.22% $11.2M $44.18
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
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