W ADVISORS, LLC IUSB — ISHARES TR

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported ISHARES TR (IUSB) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.54% in 2024 Q3. The latest visible filing shows IUSB at 1.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, 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
2026 Q1

IUSB was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.54% in 2024 Q3

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

Time in book
Holding Window
2023 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.

IUSB stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held IUSB — position size vs. price
% of Fund (quarterly)    IUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 45,639 +3,573 +8.5% 1.08% $2.1M 2026-04-29 $45.98
2025 Q4 ADDED — — — 42,066 +1,318 +3.2% 0.98% $2.0M 2026-02-13 $46.54
2025 Q3 REDUCED 14.5% +1.3% ❌ 40,748 -6,913 -14.5% 1.00% $1.9M 2025-11-14 $45.63
2025 Q2 REDUCED — — — 47,661 -1,115 -2.3% 1.26% $2.2M 2025-08-07 $44.78
2025 Q1 ADDED — — — 48,776 +4,004 +8.9% 1.41% $2.2M 2025-05-13 $43.52
2024 Q4 REDUCED 15.7% +2.6% ❌ 44,772 -8,346 -15.7% 1.25% $2.0M 2025-01-22 $42.80
2024 Q3 ADDED — — — 53,118 +17,667 +49.8% 1.54% $2.5M 2024-10-28 $42.95
2024 Q2 REDUCED 14.1% +5.3% ❌ 35,451 -5,807 -14.1% 1.05% $1.6M 2024-08-06 $43.03
2024 Q1 ADDED — — — 41,258 +23,646 +134.3% 1.29% $1.9M 2024-04-25 $40.66
2023 Q4 REDUCED 64.2% -1.1% ✅ 17,612 -31,533 -64.2% 0.60% $811K 2024-02-06 $41.56
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IUSB

As of 2026 Q1 — sorted by position size

Mason & Associates, LLC 30.64% Stash Investments, LLC 17.71% LANDMARK WEALTH MANAGEMENT, INC. 11.85% ELEVATION WEALTH PARTNERS, LLC 11.44% ONE Advisory Partners, LLC 3Y 10.12% MCMORGAN & CO LLC 3Y 7Y 9.32% Skyline Advisors, Inc. 9.0% Affinity Capital Advisors, LLC 3Y 8.85% True Vision MN LLC 8.82% Stone House Investment Management, LLC 3Y 7Y 8.09%

FAQ About W ADVISORS, LLC and IUSB

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

How long has W ADVISORS, LLC reported owning IUSB?

W ADVISORS, LLC reported IUSB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IUSB position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IUSB was 1.54% in 2024 Q3.

What is the latest reported IUSB position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 45,639 shares, equal to 1.08% of portfolio, with an estimated market value of $2.1M.

What does the chart on this IUSB ownership page compare?

The chart compares W ADVISORS, LLC's quarterly IUSB 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 W ADVISORS, LLC time their IUSB position?

Based on 13F filing dates vs. subsequent IUSB price moves, W ADVISORS, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on IUSB relative to SPY over the holding period was -12.5%.

← Back to W ADVISORS, LLC Holdings