IUSG — ISHARES TR

Ownership history in Seven Springs Wealth Group, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Seven Springs Wealth Group, LLC reported a position in ISHARES TR (IUSG). 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
2.74% (2025 Q4)
Avg. % of fund
0.95%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 57,114 +7,694 +15.6% 2.74% $9.6M $167.94
2025 Q3 ADDED 49,420 +9,043 +22.4% 1.97% $8.1M $164.28
2025 Q2 ADDED 40,377 +5,614 +16.1% 1.50% $6.1M $149.93
2025 Q1 ADDED 34,763 +10,800 +45.1% 1.57% $4.4M $126.50
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSG price (monthly, adj. close)

Other funds also holding IUSG

As of 2025 Q4 — sorted by position size

Tanglewood Legacy Advisors, LLC 3Y 20.5% HILLTOP WEALTH ADVISORS, LLC 3Y 20.12% Cardinal Strategic Wealth Guidance 3Y 14.68% Veracity Capital LLC 3Y 12.61% Madison Wealth Partners, Inc 3Y 12.3% FORTRESS FINANCIAL GROUP, LLC 11.48% NorthStar Asset Management LLC /NJ/ 10.32% DDFG, Inc 3Y 9.83% Birchcreek Wealth Management, LLC 3Y 9.74% ForthRight Wealth Management, LLC 3Y 8.5%
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