SEC 13F Intelligence

Westside Investment Management, Inc. / IEFA

Westside Investment Management, Inc.’s Ishares Tr Position

Does Westside Investment Management, Inc. own Ishares Tr (IEFA)? Yes116.1K shares worth $11M (+1.61% of its 13F portfolio) as of Q1 2026, up from 2.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
116.1K
% of Portfolio
+1.61%
Quarters Held
27
currently held

Position History IEFA

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q2 ’19: $185MQ1 ’20: $195MQ2 ’20: $51MQ3 ’20: $54MQ3 ’20Q4 ’20: $62MQ1 ’21: $122MQ2 ’21: $128MQ3 ’21: $127MQ3 ’21Q4 ’21: $128MQ1 ’22: $120MQ2 ’22: $111MQ3 ’22: $127MQ3 ’22Q4 ’22: $127MQ1 ’23: $8MQ2 ’23: $7MQ3 ’23: $7MQ3 ’23Q4 ’23: $8MQ1 ’24: $8MQ2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $8MQ1 ’25: $9MQ2 ’25: $10MQ3 ’25: $10MQ3 ’25Q4 ’25: $221,008Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026116.1K$11M+1.61%
Q4 20252.5K$221,008+0.04%
Q3 2025116.7K$10M+1.63%
Q2 2025115.6K$10M+1.79%
Q1 2025115.6K$9M+1.86%
Q4 2024113.5K$8M+1.68%
Q3 2024115.2K$9M+1.91%
Q2 2024112.0K$8M+1.86%
Q1 2024109.9K$8M+1.96%
Q4 2023107.2K$8M+1.93%
Q3 2023104.8K$7M+1.94%
Q2 2023104.8K$7M+2.00%
Q1 2023116.6K$8M+2.29%
Q4 2022116.1K$127M+0.31%
Q3 2022111.6K$127M+0.30%
Q2 2022125.1K$111M+0.25%
Q1 2022123.1K$120M+0.26%
Q4 2021116.6K$128M+0.29%
Q3 2021111.8K$127M+0.29%
Q2 2021109.2K$128M+0.30%
Q1 202199.8K$122M+0.32%
Q4 202098.8K$62M+0.17%
Q3 2020101.4K$54M+0.02%
Q2 202099.9K$51M+0.03%
Q1 2020106.2K$195M+0.13%
Q2 2019175.5K$185M+0.41%
Q4 2018177.8K$10M+3.58%

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