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 (IWF). 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 Q3 | REDUCED | 4,490 | -2,285 | -33.7% | 1.02% | $2.1M | $467.53 |
| 2025 Q1 | REDUCED | 6,775 | -145 | -2.1% | 1.26% | $2.4M | $359.72 |
| 2024 Q4 | REDUCED | 6,920 | -35,675 | -83.8% | 1.34% | $2.8M | $399.63 |
| 2024 Q2 | ADDED | 42,595 | +39,230 | +1165.8% | 6.93% | $15.5M | $361.83 |
| 2023 Q1 | ADDED | 3,365 | +3,355 | +33550.0% | 0.33% | $833K | $240.64 |
| 2022 Q1 | INITIATED | 10 | — | — | 0.00% | $3K | $270.97 |
As of 2025 Q4 — sorted by position size