SEC 13F Intelligence

Lbj Family Wealth Advisors, Ltd. / IWO

Lbj Family Wealth Advisors, Ltd.’s Ishares Tr Position

Does Lbj Family Wealth Advisors, Ltd. own Ishares Tr (IWO)? Yes — 24.6K shares worth $7M (+4.34% of its 13F portfolio) as of Q1 2026, down from 25.5K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
24.6K
% of Portfolio
+4.34%
Quarters Held
29
currently held

Position History IWO

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ3 ’19: $6MQ4 ’19: $7MQ1 ’20: $5MQ1 ’20Q2 ’20: $6MQ3 ’20: $7MQ4 ’20: $8MQ1 ’21: $9MQ1 ’21Q2 ’21: $9MQ3 ’21: $8MQ4 ’21: $8MQ1 ’22: $7MQ1 ’22Q2 ’22: $6MQ3 ’22: $13MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $14MQ3 ’24: $15MQ4 ’24: $15MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202624.6K$7M+4.34%
Q4 202525.5K$8M+4.52%
Q3 202525.6K$8M+4.46%
Q2 202525.9K$7M+4.30%
Q1 202525.9K$7M+4.22%
Q4 202452.2K$15M+4.48%
Q3 202452.5K$15M+4.47%
Q2 202452.6K$14M+4.43%
Q1 202426.3K$7M+4.53%
Q4 202326.3K$7M+4.59%
Q3 202326.3K$6M+4.43%
Q2 202326.7K$6M+4.51%
Q1 202328.0K$6M+4.46%
Q4 202228.0K$6M+4.48%
Q3 2022135.5K$13M+10.50%
Q2 202227.9K$6M+4.31%
Q1 202228.0K$7M+4.37%
Q4 202128.0K$8M+4.77%
Q3 202128.4K$8M+5.03%
Q2 202128.4K$9M+5.26%
Q1 202128.9K$9M+5.48%
Q4 202029.6K$8M+5.52%
Q3 202029.7K$7M+4.97%
Q2 202029.6K$6M+4.92%
Q1 202029.6K$5M+4.53%
Q4 201932.9K$7M+4.86%
Q3 201932.9K$6M+4.76%
Q2 201933.5K$7M+4.97%
Q1 201933.1K$7M+3.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lbj Family Wealth Advisors, Ltd.’s full portfolio or all institutional holders of IWO.