IBTL — ISHARES TR

Ownership history in Yoder Wealth Management, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in ISHARES TR (IBTL). 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
2.18% (2025 Q2)
Avg. % of fund
1.62%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 216,536 -4,430 -2.0% 2.02% $4.4M $20.40
2025 Q3 ADDED 220,966 +16,475 +8.1% 2.15% $4.5M $20.18
2025 Q2 ADDED 204,491 +34,255 +20.1% 2.18% $4.2M $19.91
2025 Q1 ADDED 170,236 +21,115 +14.2% 1.95% $3.5M $19.55
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTL price (monthly, adj. close)

Other funds also holding IBTL

As of 2025 Q4 — sorted by position size

TRUE Private Wealth Advisors 3Y 7Y 3.99% SPRENG CAPITAL MANAGEMENT, INC. 3Y 2.19% Whalen Wealth Management Inc. 2.17% Probity Advisors, Inc. 3Y 7Y 1.49% Accretive Wealth Partners, LLC 3Y 1.03% Keeler Thomas Management LLC 3Y 7Y 0.9% FAGAN ASSOCIATES, INC. 3Y 7Y 0.74% EIGHT 31 FINANCIAL, LLC 0.72% Stockman Wealth Management, Inc. 3Y 7Y 0.49% Krilogy Financial LLC 3Y 7Y 0.47%
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