IWY — ISHARES

Ownership history in Wilmington Savings Fund Society, FSB  ·  31 quarters on record

This page tracks every 13F SEC filing in which Wilmington Savings Fund Society, FSB reported a position in ISHARES (IWY). 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
3.92% (2023 Q2)
Avg. % of fund
1.43%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 374,599 -2,019 -0.5% 2.43% $103.7M $276.94
2025 Q3 REDUCED 376,618 -2,066 -0.5% 1.71% $103.1M $273.38
2025 Q2 REDUCED 378,684 -28,560 -7.0% 1.66% $93.3M $246.03
2025 Q1 REDUCED 407,244 -20,380 -4.8% 1.61% $85.9M $210.32
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWY price (monthly, adj. close)

Other funds also holding IWY

As of 2025 Q4 — sorted by position size

First Citizens Asset Management, Inc. 3Y 28.47% Kingdom Financial Group LLC. 13.23% HOWARD BAILEY SECURITIES, LLC 11.98% SOA Wealth Advisors, LLC. 3Y 11.7% BUSH INVESTMENT GROUP, LLC 11.48% Intelligence Driven Advisers, LLC 3Y 9.84% Richard P Slaughter Associates Inc 3Y 9.02% Portfolio Strategies, Inc. 3Y 7Y 8.12% Family Capital Management, Inc. 3Y 7.99% Forum Private Client Group LLC 3Y 7.88%
← Back to Wilmington Savings Fund Society, FSB Holdings