IWB — ISHARES TR

Ownership history in XML Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in ISHARES TR (IWB). 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
5.86% (2019 Q4)
Avg. % of fund
3.1%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 83,601 -912 -1.1% 2.55% $31.2M $372.56
2025 Q3 REDUCED 84,513 -714 -0.8% 2.51% $30.9M $363.54
2025 Q2 REDUCED 85,227 -676 -0.8% 2.50% $28.9M $336.87
2025 Q1 REDUCED 85,903 -3,474 -3.9% 2.46% $26.3M $303.53
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01%
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