IWB ISHARES TR

Ownership history in Single Point Partners, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Single Point Partners, LLC reported a position in ISHARES TR (IWB). 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
8.95% (2024 Q1)
Avg. % of fund
4.15%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 57,292 -773 -1.3% 4.23% $21.4M $372.56
2025 Q3 REDUCED 58,065 -365 -0.6% 4.31% $21.2M $363.54
2025 Q2 ADDED 58,430 +5,543 +10.5% 4.34% $19.8M $336.87
2025 Q1 REDUCED 52,887 -1,174 -2.2% 3.81% $16.2M $303.53
2024 Q4 REDUCED 54,061 -79,687 -59.6% 4.01% $17.4M $317.94
2024 Q1 REDUCED 133,748 -271 -0.2% 8.95% $38.5M $281.72
2023 Q4 REDUCED 134,019 -1,265 -0.9% 8.76% $35.1M $255.74
2023 Q3 REDUCED 135,284 -9,093 -6.3% 8.38% $31.9M $228.22
2023 Q1 REDUCED 144,377 -9,916 -6.4% 7.11% $32.5M $217.31
2022 Q4 ADDED 154,293 +13,465 +9.6% 7.81% $32.5M $202.34
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)
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