Sharper & Granite LLC IWF — ISHARES TR

Ownership history in Sharper & Granite LLC  ·  6 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported ISHARES TR (IWF) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.12% in 2026 Q2. The latest visible filing shows IWF at 0.07% 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 IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite LLC'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 Q3

IWF was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% 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
2025 Q2 to 2026 Q3

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.

IWF stock page Sharper & Granite LLC fund profile Sharper & Granite LLC full holdings
How Sharper & Granite LLC held IWF — position size vs. price
% of Fund (quarterly)    IWF 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 Q3 REDUCED — — — 480 -2,580 -84.3% 0.07% $205K 2026-11-02 $116.22
2026 Q2 ADDED — — — 3,060 +2,580 +537.5% 0.12% $380K 2026-07-16 $121.09
2026 Q1 UNCHANGED — — — 480 — 0% 0.07% $205K 2026-04-08 $110.59
2025 Q4 UNCHANGED — — — 480 — 0% 0.08% $227K 2026-01-27 $118.30
2025 Q3 UNCHANGED — — — 480 — 0% 0.08% $225K 2025-10-16 $115.77
2025 Q2 INITIATED — — — 480 — — 0.08% $203K 2025-07-31 $109.60

🏢 Other funds also holding IWF

As of 2026 Q3 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 23.98% LWM ADVISORS INC 19.73% Bluesphere Advisors LLC 3Y 19.15% Ryan Investment Management, Inc. 16.43% Cooksen Wealth, LLC 16.43% Cedar Mountain Advisors, LLC 3Y 16.09% NESTEGG ADVISORS, INC. 16.05% GLOBALT Investments LLC / GA 15.38% 71 West Capital Partners 14.39% Ball & Co Wealth Management Inc. 14.39%

FAQ About Sharper & Granite LLC and IWF

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

How long has Sharper & Granite LLC reported owning IWF?

Sharper & Granite LLC reported IWF across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported IWF position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for IWF was 0.12% in 2026 Q2.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q3, when Sharper & Granite LLC reported 480 shares, equal to 0.07% of portfolio, with an estimated market value of $205K.

What does the chart on this IWF ownership page compare?

The chart compares Sharper & Granite LLC's quarterly IWF 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.

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