IEI — ISHARES BARCLAY ETF

Ownership history in WRAPMANAGER INC  ·  18 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC reported a position in ISHARES BARCLAY ETF (IEI). 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
3.54% (2013 Q3)
Avg. % of fund
1.67%
First filed
2012 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 65,249 -2,281 -3.4% 2.63% $7.8M $118.66
2025 Q3 REDUCED 67,530 -10,875 -13.9% 2.48% $8.1M $117.40
2025 Q2 ADDED 78,405 +9,392 +13.6% 2.27% $9.3M $115.97
2025 Q1 ADDED 69,013 +10,109 +17.2% 2.14% $8.2M $114.04
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEI price (monthly, adj. close)

Other funds also holding IEI

As of 2025 Q4 — sorted by position size

Hoese & Co LLP 3Y 18.84% Tanglewood Wealth Management, Inc. 3Y 7Y 16.2% Clarity Financial LLC 3Y 14.99% Spartan Planning & Wealth Management 3Y 11.98% Strategic Point Investment Advisors, LLC 3Y 7Y 10.15% DDFG, Inc 3Y 9.33% ARMSTRONG ADVISORY GROUP, INC 3Y 7.97% Gould Capital, LLC 3Y 7.8% Mirabaud & Cie SA 7.1% SNS Financial Group, LLC 3Y 7Y 6.14%
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