Ownership history in W ADVISORS, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which W ADVISORS, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 42,066 | +1,318 | +3.2% | 0.98% | $2.0M | $46.22 |
| 2025 Q3 | REDUCED | 40,748 | -6,913 | -14.5% | 1.00% | $1.9M | $45.75 |
| 2025 Q2 | REDUCED | 47,661 | -1,115 | -2.3% | 1.26% | $2.2M | $44.80 |
| 2025 Q1 | ADDED | 48,776 | +4,004 | +8.9% | 1.41% | $2.2M | $44.18 |
| 2024 Q4 | REDUCED | 44,772 | -8,346 | -15.7% | 1.25% | $2.0M | $43.04 |
| 2024 Q3 | ADDED | 53,118 | +17,667 | +49.8% | 1.54% | $2.5M | $44.26 |
| 2024 Q2 | REDUCED | 35,451 | -5,807 | -14.1% | 1.05% | $1.6M | $42.05 |
| 2024 Q1 | ADDED | 41,258 | +23,646 | +134.3% | 1.29% | $1.9M | $41.97 |
| 2023 Q4 | REDUCED | 17,612 | -31,533 | -64.2% | 0.60% | $811K | $42.15 |
| 2023 Q3 | ADDED | 49,145 | +7,456 | +17.9% | 1.77% | $2.1M | $39.50 |
As of 2025 Q4 — sorted by position size