Usadvisors Wealth Management, LLC / IOO
Usadvisors Wealth Management, LLC’s Ishares Tr Position
Does Usadvisors Wealth Management, LLC own Ishares Tr (IOO)? Not currently — the last reported position was 32.4K shares worth $3M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$3M
Q1 2025
Shares
32.4K
% of Portfolio
+1.09%
Quarters Held
15
position exited
Position History IOO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 32.4K | $3M | +1.09% |
| Q4 2024 | 37.7K | $7M | +2.21% |
| Q3 2024 | 40.6K | $4M | +1.40% |
| Q2 2024 | 42.2K | $4M | +1.44% |
| Q1 2024 | 46.5K | $4M | +1.57% |
| Q4 2023 | 49.7K | $4M | +1.66% |
| Q3 2023 | 64.3K | $5M | +2.10% |
| Q2 2023 | 58.4K | $4M | +2.10% |
| Q1 2023 | 71.6K | $5M | +2.39% |
| Q4 2022 | 75.3K | $5M | +2.33% |
| Q3 2022 | 68.9K | $4M | +2.10% |
| Q2 2022 | 65.9K | $4M | +2.12% |
| Q4 2021 | 80.5K | $6M | +2.56% |
| Q3 2021 | 85.4K | $6M | +2.63% |
| Q2 2021 | 76.8K | $5M | +2.96% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of IOO.