EAOM β€” ISHARES TR

Ownership history in Tradition Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Tradition Wealth Management, LLC reported ISHARES TR (EAOM) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows EAOM at 0.02% 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 EAOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tradition Wealth Management, LLC'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

EAOM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 Tradition Wealth Management, LLC held EAOM β€” position size vs. price
% of Fund (quarterly)    EAOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,419 +114 +1.6% 0.02% $223K 2026-02-14 (Est.) $30.46
2025 Q3 ADDED 7,305 +57 +0.8% 0.02% $219K 2025-11-13 $29.56
2025 Q2 INITIATED 7,248 β€” β€” 0.02% $210K 2025-08-12 $28.54

🏒 Other funds also holding EAOM

As of 2026 Q1 β€” sorted by position size

Bond & Devick Financial Network, Inc. 3Y 0.13% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Tradition Wealth Management, LLC and EAOM

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

How long has Tradition Wealth Management, LLC reported owning EAOM?

Tradition Wealth Management, LLC reported EAOM across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported EAOM position in Tradition Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EAOM was 0.02% in 2025 Q2.

What is the latest reported EAOM position on this page?

The most recent filing on this page is 2025 Q4, when Tradition Wealth Management, LLC reported 7,419 shares, equal to 0.02% of portfolio, with an estimated market value of $223K.

What does the chart on this EAOM ownership page compare?

The chart compares Tradition Wealth Management, LLC's quarterly EAOM 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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