Liberty Wealth Management LLC / TLH
Liberty Wealth Management LLC’s Ishares Tr Position
Does Liberty Wealth Management LLC own Ishares Tr (TLH)? Yes — 87.8K shares worth $9M (+1.11% of its 13F portfolio) as of Q1 2026, up from 76.6K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
87.8K
% of Portfolio
+1.11%
Quarters Held
18
currently held
Position History TLH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 87.8K | $9M | +1.11% |
| Q4 2025 | 76.6K | $8M | +1.00% |
| Q3 2025 | 79.8K | $8M | +1.16% |
| Q2 2025 | 75.1K | $8M | +1.20% |
| Q1 2025 | 67.0K | $7M | +1.33% |
| Q4 2024 | 14.7K | $1M | +0.24% |
| Q3 2024 | 10.4K | $1M | +0.19% |
| Q2 2024 | 85.7K | $1,163 | +0.21% |
| Q1 2024 | 10.9K | $1,148 | +0.22% |
| Q4 2023 | 9.8K | $1,058 | +0.23% |
| Q3 2023 | 3.2K | $311 | +0.08% |
| Q2 2023 | 27.1K | $3M | +0.74% |
| Q1 2023 | 25.8K | $3M | +0.61% |
| Q3 2022 | 10.7K | $1M | +0.31% |
| Q2 2022 | 9.7K | $1M | +0.47% |
| Q1 2022 | 7.6K | $1M | +0.37% |
| Q4 2021 | 3.0K | $443,000 | +0.02% |
| Q3 2021 | 1.9K | $283,000 | +0.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Liberty Wealth Management LLC’s full portfolio or all institutional holders of TLH.