SEC 13F Intelligence

Sl Advisors, LLC / IWV

Sl Advisors, LLC’s Ishares Tr Position

Does Sl Advisors, LLC own Ishares Tr (IWV)? Not currently — the last reported position was 8.7K shares worth $2M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2023
Shares
8.7K
% of Portfolio
+4.38%
Quarters Held
18
position exited

Position History IWV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $3MQ1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2MQ1 ’23: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20238.7K$2M+4.38%
Q4 20228.7K$2M+4.23%
Q3 20228.6K$2M+4.40%
Q2 20228.6K$2M+4.46%
Q1 20228.5K$2M+4.58%
Q4 20218.5K$2M+5.81%
Q3 20218.5K$2M+5.45%
Q2 20218.5K$2M+5.51%
Q1 20218.5K$2M+6.06%
Q4 20208.5K$2M+6.12%
Q3 20209.6K$2M+6.85%
Q2 20209.6K$2M+6.55%
Q1 20209.6K$1M+6.18%
Q4 201913.3K$3M+6.19%
Q3 201913.3K$2M+4.46%
Q2 201913.3K$2M+3.97%
Q1 201913.3K$2M+3.43%
Q4 201813.3K$2M+4.02%

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