SEC 13F Intelligence

Ferguson Wellman Capital Management, Inc / IYG

Ferguson Wellman Capital Management, Inc’s Ishares Tr Position

Does Ferguson Wellman Capital Management, Inc own Ishares Tr (IYG)? Yes — 148.5K shares worth $12M (+0.17% of its 13F portfolio) as of Q1 2026, down from 150.9K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
148.5K
% of Portfolio
+0.17%
Quarters Held
30
currently held

Position History IYG

Reported value by quarter
Q4 ’18: $24MQ4 ’18Q1 ’19: $21MQ2 ’19: $19MQ3 ’19: $20MQ4 ’19: $22MQ4 ’19Q1 ’20: $12MQ2 ’20: $13MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $10MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ3 ’25: $14MQ4 ’25: $14MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026148.5K$12M+0.17%
Q4 2025150.9K$14M+0.22%
Q3 2025153.4K$14M+0.22%
Q2 2025156.8K$13M+0.24%
Q1 2025157.9K$12M+0.24%
Q4 2024158.3K$12M+0.23%
Q3 2024158.7K$11M+0.22%
Q2 2024159.5K$10M+0.21%
Q1 2024164.1K$11M+0.22%
Q4 202357.4K$10M+0.23%
Q3 202358.6K$9M+0.22%
Q2 202359.4K$9M+0.22%
Q1 202360.6K$9M+0.23%
Q4 202261.7K$10M+0.25%
Q3 202246.5K$7M+0.26%
Q2 202246.8K$7M+0.26%
Q1 202248.8K$9M+0.28%
Q4 202149.2K$10M+0.28%
Q3 202151.6K$10M+0.31%
Q2 202152.7K$10M+0.32%
Q1 202153.8K$9M+0.32%
Q4 202080.4K$12M+0.29%
Q3 202092.4K$11M+0.31%
Q2 2020108.5K$13M+0.40%
Q1 2020117.7K$12M+0.45%
Q4 2019144.2K$22M+0.64%
Q3 2019144.9K$20M+0.63%
Q2 2019145.0K$19M+0.65%
Q1 2019168.9K$21M+0.72%
Q4 2018211.3K$24M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ferguson Wellman Capital Management, Inc’s full portfolio or all institutional holders of IYG.