Family Firm, Inc.’s Ishares Tr Position
Does Family Firm, Inc. own Ishares Tr (IWV)? Yes — 184.4K shares worth $65M (+15.60% of its 13F portfolio) as of Q2 2025, down from 193.9K shares the prior filed quarter.
Position Value
$65M
Q2 2025
Shares
184.4K
% of Portfolio
+15.60%
Quarters Held
23
currently held
Position History IWV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 184.4K | $65M | +15.60% |
| Q1 2025 | 193.9K | $62M | +13.75% |
| Q4 2024 | 196.8K | $66M | +14.63% |
| Q3 2024 | 898.3K | $66M | +14.41% |
| Q2 2024 | 856.3K | $63M | +14.12% |
| Q1 2024 | 207.0K | $62M | +15.14% |
| Q4 2023 | 215.4K | $59M | +15.21% |
| Q3 2023 | 219.0K | $54M | +15.07% |
| Q2 2023 | 223.2K | $57M | +15.01% |
| Q1 2023 | 225.1K | $53M | +14.68% |
| Q4 2022 | 218.2K | $48M | +14.08% |
| Q3 2022 | 223.8K | $59M | +15.39% |
| Q2 2022 | 225.7K | $63M | +16.20% |
| Q1 2022 | 225.7K | $63M | +16.20% |
| Q4 2021 | 225.7K | $63M | +16.20% |
| Q3 2021 | 229.3K | $62M | +16.20% |
| Q2 2021 | 233.0K | $60M | +16.23% |
| Q1 2021 | 233.7K | $55M | +16.00% |
| Q4 2020 | 233.5K | $53M | +15.77% |
| Q3 2020 | 229.4K | $45M | +16.09% |
| Q2 2020 | 236.8K | $43M | +15.96% |
| Q1 2020 | 239.7K | $36M | +15.13% |
| Q4 2019 | 246.8K | $47M | +15.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Family Firm, Inc.’s full portfolio or all institutional holders of IWV.