Wise Wealth Partners IWF — ISHARES TR

Ownership history in Wise Wealth Partners  ·  6 quarters on record

AI Ownership Summary

Wise Wealth Partners reported ISHARES TR (IWF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.28% in 2024 Q4. The latest visible filing shows IWF at 0.72% 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.

What this IWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wise Wealth Partners'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
2026 Q1

IWF was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

IWF stock page Wise Wealth Partners fund profile Wise Wealth Partners full holdings
How Wise Wealth Partners held IWF — position size vs. price
% of Fund (quarterly)    IWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,242 -19 -1.5% 0.72% $530K 2026-04-21 $471.26
2025 Q4 REDUCED — — — 1,261 -8 -0.6% 0.86% $597K 2026-01-29 $469.03
2025 Q3 UNCHANGED — — — 1,269 — 0% 0.91% $594K 2025-10-24 $476.29
2025 Q2 REDUCED 6.6% +10.0% ❌ 1,269 -90 -6.6% 0.90% $539K 2025-07-23 $435.36
2025 Q1 ADDED — — — 1,359 +71 +5.5% 1.17% $491K 2025-04-25 $363.40
2024 Q4 INITIATED — — — 1,288 — — 1.28% $517K 2025-02-14 $414.35

🏢 Other funds also holding IWF

As of 2026 Q1 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 22.72% LWM ADVISORS INC 19.14% Bluesphere Advisors LLC 3Y 18.64% NESTEGG ADVISORS, INC. 17.43% Corundum Group, Inc. 3Y 7Y 12.17% SIGNATUREFD, LLC 3Y 7Y 11.76% Waterway Wealth Management, LLC 11.27% Sylvest Advisors, LLC 9.8% E&G Advisors, LP 3Y 7Y 9.71% WETZEL INVESTMENT ADVISORS, INC. 9.4%

FAQ About Wise Wealth Partners and IWF

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

How long has Wise Wealth Partners reported owning IWF?

Wise Wealth Partners reported IWF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IWF position in Wise Wealth Partners's portfolio?

The largest reported portfolio weight for IWF was 1.28% in 2024 Q4.

What is the latest reported IWF position on this page?

The most recent filing on this page is 2026 Q1, when Wise Wealth Partners reported 1,242 shares, equal to 0.72% of portfolio, with an estimated market value of $530K.

What does the chart on this IWF ownership page compare?

The chart compares Wise Wealth Partners's quarterly IWF 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 Wise Wealth Partners time their IWF position?

Based on 13F filing dates vs. subsequent IWF price moves, Wise Wealth Partners correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IWF relative to SPY over the holding period was -1.5%.

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