IYW — ISHARES TR

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in ISHARES TR (IYW). 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
0.99% (2025 Q3)
Avg. % of fund
0.88%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,613 +2 +0.0% 0.95% $1.3M $199.61
2025 Q3 ADDED 6,611 +2 +0.0% 0.99% $1.3M $195.73
2025 Q2 ADDED 6,609 +3 +0.0% 0.96% $1.1M $173.10
2025 Q1 ADDED 6,606 +4 +0.1% 0.86% $928K $140.23
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYW price (monthly, adj. close)

Other funds also holding IYW

As of 2025 Q4 — sorted by position size

PGIM Custom Harvest LLC 3Y 12.84% HC Advisors, LLC 3Y 11.47% Harborfront Financial Group LLC 9.75% Portfolio Strategies, Inc. 3Y 7Y 9.21% First Citizens Financial Corp 3Y 8.91% CPR Investments Inc. 3Y 7.7% Parker Investment Management, LLC 3Y 7Y 7.08% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 6.51% Signature Wealth Management Partners, LLC 3Y 6.08% hemming& Wealth Management, Inc. 5.91%
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