ISTB — ISHARES TR

Ownership history in Strategic Financial Partners, Ltd.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Strategic Financial Partners, Ltd. reported a position in ISHARES TR (ISTB). 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
3.46% (2025 Q4)
Avg. % of fund
1.37%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 164,081 +156,675 +2115.5% 3.46% $8.0M $48.41
2025 Q1 REDUCED 7,406 -106,760 -93.5% 0.19% $358K $46.38
2024 Q4 ADDED 114,166 +106,279 +1347.5% 2.78% $5.5M $45.52
2024 Q3 REDUCED 7,887 -270 -3.3% 0.20% $384K $45.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% Boyd Wealth Management, LLC 3Y 5.6% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14%
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