IVW — ISHARES TR

Ownership history in WIN ADVISORS, INC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in ISHARES TR (IVW). 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
4.37% (2025 Q3)
Avg. % of fund
3.44%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 74,321 -2,127 -2.8% 4.37% $9.0M $120.49
2025 Q2 REDUCED 76,448 -5,465 -6.7% 4.06% $8.4M $109.76
2025 Q1 REDUCED 81,913 -2,565 -3.0% 3.91% $7.6M $92.44
2024 Q4 ADDED 84,478 +35,914 +74.0% 4.15% $8.6M $100.99
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVW price (monthly, adj. close)

Other funds also holding IVW

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 40.58% Foundation Wealth Management, LLC 3Y 27.31% ENCOMPASS WEALTH ADVISORS, LLC 3Y 15.68% hemming& Wealth Management, Inc. 15.49% LVZ, Inc. 3Y 7Y 14.05% FINANCIAL LIFE ADVISORS 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.37% Coastline Complete Wealth LLC 13.08% SOFI WEALTH, LLC 3Y 12.93% Gallagher Capital Advisors, LLC 12.77%
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