Slatestone Wealth, LLC’s Ishares Tr Position
Does Slatestone Wealth, LLC own Ishares Tr (IWF)? Yes — 46.9K shares worth $20M (+1.65% of its 13F portfolio) as of Q1 2026, down from 47.8K shares the prior filed quarter.
Position Value
$20M
Q1 2026
Shares
46.9K
% of Portfolio
+1.65%
Quarters Held
28
currently held
Position History IWF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 46.9K | $20M | +1.65% |
| Q4 2025 | 47.8K | $23M | +1.89% |
| Q3 2025 | 48.1K | $23M | +1.95% |
| Q2 2025 | 54.6K | $23M | +2.17% |
| Q1 2025 | 57.0K | $21M | +2.07% |
| Q4 2024 | 59.1K | $24M | +2.33% |
| Q3 2024 | 61.0K | $23M | +2.06% |
| Q2 2024 | 61.7K | $22M | +2.44% |
| Q1 2024 | 60.3K | $20M | +2.04% |
| Q4 2023 | 60.7K | $18M | +2.39% |
| Q3 2023 | 61.7K | $16M | +2.39% |
| Q2 2023 | 59.9K | $15M | +3.03% |
| Q4 2022 | 53.1K | $11M | +2.74% |
| Q3 2022 | 52.5K | $11M | +2.94% |
| Q2 2022 | 50.4K | $11M | +2.82% |
| Q1 2022 | 31.6K | $9M | +1.96% |
| Q4 2021 | 18.6K | $6M | +1.21% |
| Q3 2021 | 18.8K | $5M | +1.18% |
| Q2 2021 | 19.7K | $5M | +1.22% |
| Q1 2021 | 22.3K | $5M | +1.34% |
| Q4 2020 | 22.4K | $5M | +1.35% |
| Q3 2020 | 23.0K | $5M | +1.08% |
| Q2 2020 | 32.0K | $6M | +1.37% |
| Q1 2020 | 33.3K | $5M | +1.43% |
| Q4 2019 | 34.5K | $6M | +1.39% |
| Q3 2019 | 38.5K | $6M | +1.79% |
| Q2 2019 | 40.5K | $6M | +1.79% |
| Q1 2019 | 43.6K | $7M | +2.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Slatestone Wealth, LLC’s full portfolio or all institutional holders of IWF.