IWN — ISHARES TR

Ownership history in Towerpoint Wealth, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in ISHARES TR (IWN). 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
2.13% (2021 Q1)
Avg. % of fund
1.05%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,208 -26 -0.2% 0.88% $2.2M $180.71
2025 Q3 ADDED 12,234 +22 +0.2% 0.89% $2.2M $175.32
2025 Q2 ADDED 12,212 +753 +6.6% 0.85% $1.9M $155.70
2025 Q1 REDUCED 11,459 -249 -2.1% 0.86% $1.7M $148.34
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWN price (monthly, adj. close)

Other funds also holding IWN

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 8.07% Powell Investment Advisors, LLC 3Y 7.12% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 6.19% LWM ADVISORS INC 6.08% Hillcrest Wealth Advisors - NY, LLC 3Y 7Y 5.49% Advisors Preferred, LLC 3Y 7Y 5.46% Foundation Wealth Management, LLC 3Y 4.46% SONATA CAPITAL GROUP INC 3Y 7Y 4.01% SENTINEL WEALTH MANAGEMENT, INC. 3.96% Risk Paradigm Group, LLC 3Y 7Y 3.87%
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