SEC 13F Intelligence

Usadvisors Wealth Management, LLC / IWP

Usadvisors Wealth Management, LLC’s Ishares Tr Position

Does Usadvisors Wealth Management, LLC own Ishares Tr (IWP)? Yes — 45.5K shares worth $6M (+1.87% of its 13F portfolio) as of Q1 2026, up from 32.9K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
45.5K
% of Portfolio
+1.87%
Quarters Held
10
currently held

Position History IWP

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $4MQ4 ’24: $1MQ4 ’24Q1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.5K$6M+1.87%
Q4 202532.9K$5M+1.48%
Q3 202530.0K$4M+1.47%
Q2 202528.2K$4M+1.45%
Q1 202527.0K$3M+1.11%
Q4 202410.7K$1M+0.44%
Q3 202432.9K$4M+1.35%
Q2 202429.9K$3M+1.16%
Q1 202426.8K$3M+1.15%
Q4 202324.9K$3M+1.08%

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 IWP.