IUSB — ISHARES TR

Ownership history in Triangle Securities Wealth Management  ·  13 quarters on record

This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in ISHARES TR (IUSB). 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
2.32% (2024 Q2)
Avg. % of fund
1.86%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 195,115 +4,184 +2.2% 1.91% $9.1M $46.22
2025 Q3 ADDED 190,931 +2,787 +1.5% 2.02% $8.9M $45.75
2025 Q2 ADDED 188,144 +62 +0.0% 2.14% $8.7M $44.80
2025 Q1 REDUCED 188,082 -1,699 -0.9% 2.23% $8.7M $44.18
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
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