IBTM — ISHARES TR

Ownership history in Yoder Wealth Management, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in ISHARES TR (IBTM). 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
1.05% (2025 Q4)
Avg. % of fund
0.67%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 100,380 +32,158 +47.1% 1.05% $2.3M $22.93
2025 Q3 ADDED 68,222 +15,940 +30.5% 0.75% $1.6M $22.70
2025 Q2 ADDED 52,282 +16,380 +45.6% 0.63% $1.2M $22.37
2025 Q1 REDUCED 35,902 -700 -1.9% 0.46% $822K $22.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTM price (monthly, adj. close)

Other funds also holding IBTM

As of 2025 Q4 — sorted by position size

Atlantic Private Wealth, LLC 3Y 3.26% Krilogy Financial LLC 3Y 7Y 2.1% Accretive Wealth Partners, LLC 3Y 1.02% Probity Advisors, Inc. 3Y 7Y 0.56% Keeler Thomas Management LLC 3Y 7Y 0.56% Legacy Private Trust Co. 3Y 7Y 0.41% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.41% Hyposwiss Advisors SA 0.34% HARMONY ASSET MANAGEMENT LLC 0.3% Reliant Wealth Planning 3Y 0.29%
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