IHAK β€” ISHARES TR

Ownership history in Solutions 4 Wealth, Ltd  Β·  9 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported ISHARES TR (IHAK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.25% in 2023 Q4. The latest visible filing shows IHAK at 1.58% 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 IHAK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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
2025 Q4

IHAK was reported at 1.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.25% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Solutions 4 Wealth, Ltd held IHAK β€” position size vs. price
% of Fund (quarterly)    IHAK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,709 +14 +0.1% 1.58% $1.0M 2026-02-14 (Est.) $45.44
2025 Q3 REDUCED 21,695 -237 -1.1% 1.76% $1.1M 2025-11-04 $50.88
2025 Q2 ADDED 21,932 +1 +0.0% 1.95% $1.2M 2025-08-13 $51.61
2025 Q1 UNCHANGED 21,931 β€” 0% 1.82% $1.0M 2025-05-09 $50.06
2024 Q4 ADDED 21,931 +43 +0.2% 1.94% $1.1M 2025-01-28 $50.94
2024 Q3 UNCHANGED 21,888 β€” 0% 2.09% $1.1M 2024-11-14 $49.64
2024 Q2 REDUCED 21,888 -50 -0.2% 2.28% $1.0M 2024-08-14 $47.04
2024 Q1 UNCHANGED 21,938 β€” 0% 2.89% $1.0M 2024-05-02 $44.75
2023 Q4 INITIATED 21,938 β€” β€” 3.25% $997K 2024-02-06 $46.95

FAQ About Solutions 4 Wealth, Ltd and IHAK

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

How long has Solutions 4 Wealth, Ltd reported owning IHAK?

Solutions 4 Wealth, Ltd reported IHAK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IHAK position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for IHAK was 3.25% in 2023 Q4.

What is the latest reported IHAK position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 21,709 shares, equal to 1.58% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IHAK ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly IHAK 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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