USA FINANCIAL FORMULAS IYM β€” ISHARES TR

Ownership history in USA FINANCIAL FORMULAS  Β·  5 quarters on record

AI Ownership Summary

USA FINANCIAL FORMULAS reported ISHARES TR (IYM) in 5 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was USA FINANCIAL FORMULAS'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
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
β€”

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

Time in book
Holding Window
5 quarters

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.

IYM stock page USA FINANCIAL FORMULAS fund profile USA FINANCIAL FORMULAS full holdings
How USA FINANCIAL FORMULAS held IYM β€” position size vs. price
% of Fund (quarterly)    IYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IYM

As of 2026 Q2 β€” sorted by position size

USA FINANCIAL FORMULAS 11.65% Summit Financial Consulting LLC 5.18% Sharp Wealth Advisory, LLC 3.29% Financial Planning Fort Collins, LLC 2.3% Gerald Baker Financial Group LLC 1.42% Counterweight Ventures, LLC 1.05% Algorithmic Investment Models, LLC 3Y 0.8% Lifestyle Asset Management, Inc. 3Y 0.7% First Citizens Financial Corp 3Y 0.66% Blue Line Capital, LLC / IL 0.64%

FAQ About USA FINANCIAL FORMULAS and IYM

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

How long has USA FINANCIAL FORMULAS reported owning IYM?

USA FINANCIAL FORMULAS reported IYM across 0 quarterly 13F filings.

What was the largest reported IYM position in USA FINANCIAL FORMULAS's portfolio?

This page shows the quarter-by-quarter portfolio weight history for IYM in USA FINANCIAL FORMULAS.

What is the latest reported IYM position on this page?

The most recent filing on this page is 2023 Q3, when USA FINANCIAL FORMULAS reported 7 shares, equal to 0.00% of portfolio, with an estimated market value of $928.

What does the chart on this IYM ownership page compare?

The chart compares USA FINANCIAL FORMULAS's quarterly IYM 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 USA FINANCIAL FORMULAS time their IYM position?

Based on 13F filing dates vs. subsequent IYM price moves, USA FINANCIAL FORMULAS correctly timed 3 out of 4 reported position changes (75%).

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