Total Wealth Planning & Management, Inc. IYT — ISHARES TR

Ownership history in Total Wealth Planning & Management, Inc.  ·  5 quarters on record

AI Ownership Summary

Total Wealth Planning & Management, Inc. reported ISHARES TR (IYT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows IYT at 0.34% 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 IYT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Total Wealth Planning & Management, Inc.'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 Q1

IYT was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

IYT stock page Total Wealth Planning & Management, Inc. fund profile Total Wealth Planning & Management, Inc. full holdings
How Total Wealth Planning & Management, Inc. held IYT — position size vs. price
% of Fund (quarterly)    IYT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,214 +1,033 +19.9% 0.34% $464K 2026-05-05 $78.81
2025 Q4 REDUCED 18.6% +0.5% ❌ 5,181 -1,181 -18.6% 0.29% $386K 2026-02-11 $81.16
2025 Q2 UNCHANGED — — — 6,362 — 0% 0.35% $436K 2025-07-24 $69.87
2025 Q1 REDUCED — — — 6,362 -57 -0.9% 0.39% $407K 2025-04-24 $60.41
2024 Q4 INITIATED — — — 6,419 — — 0.39% $434K 2025-02-28 $68.86

🏢 Other funds also holding IYT

As of 2026 Q1 — sorted by position size

Florin Court Capital LLP 3Y 7Y 2.93% Bedell Frazier Investment Counselling, LLC 3Y 7Y 2.19% Indie Asset Partners, LLC 3Y 1.81% HERBST GROUP, LLC 3Y 1.78% MENORA MIVTACHIM HOLDINGS LTD. 3Y 7Y 1.13% Clarus Wealth Advisors 3Y 7Y 0.88% Signature Equity Partners, LLC 0.63% Spruce Point Capital Management, LLC 0.51% Massachusetts Wealth Management 3Y 0.5% FIRST FINANCIAL BANKSHARES INC 0.43%

FAQ About Total Wealth Planning & Management, Inc. and IYT

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

How long has Total Wealth Planning & Management, Inc. reported owning IYT?

Total Wealth Planning & Management, Inc. reported IYT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IYT position in Total Wealth Planning & Management, Inc.'s portfolio?

The largest reported portfolio weight for IYT was 0.39% in 2024 Q4.

What is the latest reported IYT position on this page?

The most recent filing on this page is 2026 Q1, when Total Wealth Planning & Management, Inc. reported 6,214 shares, equal to 0.34% of portfolio, with an estimated market value of $464K.

What does the chart on this IYT ownership page compare?

The chart compares Total Wealth Planning & Management, Inc.'s quarterly IYT 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.

How well did Total Wealth Planning & Management, Inc. time their IYT position?

Based on 13F filing dates vs. subsequent IYT price moves, Total Wealth Planning & Management, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IYT relative to SPY over the holding period was -6.3%.

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