Wharton Business Group, LLC IQLT — ISHARES TR

Ownership history in Wharton Business Group, LLC  ·  10 quarters on record

AI Ownership Summary

Wharton Business Group, LLC reported ISHARES TR (IQLT) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.48% in 2025 Q3. The latest visible filing shows IQLT at 1.33% 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 IQLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wharton Business Group, 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

IQLT was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 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 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.

IQLT stock page Wharton Business Group, LLC fund profile Wharton Business Group, LLC full holdings
How Wharton Business Group, LLC held IQLT — position size vs. price
% of Fund (quarterly)    IQLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 768,785 +1,135 +0.1% 1.33% $34.9M 2026-02-14 (Est.) $48.73
2025 Q3 REDUCED — — — 767,650 -685 -0.1% 1.48% $33.9M 2025-11-10 $44.37
2025 Q2 ADDED — — — 768,335 +12,535 +1.7% 1.40% $33.2M 2025-08-14 $42.56
2025 Q1 UNCHANGED — — — 755,800 — 0% 1.36% $30.0M 2025-05-09 $40.79
2024 Q4 ADDED — — — 755,800 +17,490 +2.4% 1.27% $28.1M 2025-02-04 $37.99
2024 Q3 ADDED — — — 738,310 +347,475 +88.9% 1.38% $30.6M 2024-11-07 $38.14
2024 Q2 ADDED — — — 390,835 +4,435 +1.1% 0.79% $15.3M 2024-08-12 $37.15
2024 Q1 ADDED — — — 386,400 +175 +0.0% 0.74% $15.3M 2024-05-13 $37.59
2023 Q4 ADDED — — — 386,225 +220 +0.1% 0.73% $14.5M 2024-02-07 $35.70
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IQLT

As of 2026 Q1 — sorted by position size

Silver Coast Investments LLC 13.07% Altus Wealth Management, LLC 3Y 10.16% LIFE LINE WEALTH MANAGEMENT LLC 10.16% SOL Capital Management CO 3Y 7Y 9.81% Longview Financial Advisors, Inc. 9.13% Koenig Investment Advisory, LLC 8.07% Sunburst Financial Group, LLC 3Y 6.48% ORSER CAPITAL MANAGEMENT, LLC 3Y 6.04% Paragon Capital Management Ltd 3Y 7Y 5.89% Harbor Group, Inc. 3Y 5.61%

FAQ About Wharton Business Group, LLC and IQLT

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

How long has Wharton Business Group, LLC reported owning IQLT?

Wharton Business Group, LLC reported IQLT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IQLT position in Wharton Business Group, LLC's portfolio?

The largest reported portfolio weight for IQLT was 1.48% in 2025 Q3.

What is the latest reported IQLT position on this page?

The most recent filing on this page is 2025 Q4, when Wharton Business Group, LLC reported 768,785 shares, equal to 1.33% of portfolio, with an estimated market value of $34.9M.

What does the chart on this IQLT ownership page compare?

The chart compares Wharton Business Group, LLC's quarterly IQLT 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 Wharton Business Group, LLC time their IQLT position?

Based on 13F filing dates vs. subsequent IQLT price moves, Wharton Business Group, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on IQLT relative to SPY over the holding period was -3.3%.

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