SEC 13F Intelligence

Holistic Financial Partners / IWM

Holistic Financial Partners’s Ishares Tr Position

Does Holistic Financial Partners own Ishares Tr (IWM)? Yes — 14.5K shares worth $4M (+1.33% of its 13F portfolio) as of Q1 2026, down from 14.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
14.5K
% of Portfolio
+1.33%
Quarters Held
30
currently held

Position History IWM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.5K$4M+1.33%
Q4 202514.8K$4M+1.32%
Q3 202515.1K$4M+1.50%
Q2 202515.2K$3M+1.44%
Q1 202515.6K$3M+1.50%
Q4 202415.6K$3M+1.72%
Q3 202415.7K$3M+1.66%
Q2 202415.8K$3M+1.61%
Q1 202416.0K$3M+1.71%
Q4 202316.2K$3M+1.96%
Q3 202316.3K$3M+1.91%
Q2 202317.8K$3M+2.31%
Q1 202317.9K$3M+2.49%
Q4 202219.5K$3M+3.05%
Q3 202219.7K$3M+3.21%
Q2 202219.7K$3M+3.15%
Q1 202219.7K$4M+2.58%
Q4 202120.7K$5M+2.67%
Q3 202120.7K$5M+2.80%
Q2 202120.8K$5M+2.85%
Q1 202121.1K$5M+3.07%
Q4 202021.3K$4M+2.88%
Q3 202021.3K$3M+2.56%
Q2 202022.7K$3M+2.80%
Q1 202025.4K$3M+3.01%
Q4 201926.4K$4M+2.61%
Q3 201927.7K$4M+3.72%
Q2 201934.9K$5M+5.41%
Q1 201936.7K$6M+2.37%
Q4 201839.2K$5M+5.47%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of IWM.