Fsa Wealth Management LLC / IWS
Fsa Wealth Management LLC’s Ishares Tr Position
Does Fsa Wealth Management LLC own Ishares Tr (IWS)? Yes — 110.7K shares worth $15M (+5.65% of its 13F portfolio) as of Q3 2025, up from 110.6K shares the prior filed quarter.
Position Value
$15M
Q3 2025
Shares
110.7K
% of Portfolio
+5.65%
Quarters Held
23
currently held
Position History IWS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 110.7K | $15M | +5.65% |
| Q2 2025 | 110.6K | $15M | +5.70% |
| Q1 2025 | 114.3K | $14M | +6.11% |
| Q4 2024 | 115.1K | $15M | +6.04% |
| Q3 2024 | 115.6K | $15M | +6.11% |
| Q1 2024 | 113.1K | $14M | +6.17% |
| Q4 2023 | 110.0K | $13M | +6.07% |
| Q3 2023 | 108.8K | $11M | +6.35% |
| Q2 2023 | 107.9K | $12M | +6.39% |
| Q1 2023 | 105.4K | $11M | +6.50% |
| Q4 2022 | 104.3K | $11M | +6.40% |
| Q3 2022 | 91.6K | $9M | +6.16% |
| Q2 2022 | 5.1K | $518,000 | +1.44% |
| Q1 2022 | 71.7K | $9M | +5.12% |
| Q4 2021 | 71.7K | $9M | +5.12% |
| Q3 2021 | 70.0K | $8M | +4.93% |
| Q2 2021 | 66.9K | $8M | +4.83% |
| Q1 2021 | 62.0K | $7M | +4.53% |
| Q4 2020 | 77.8K | $8M | +3.77% |
| Q3 2020 | 69.2K | $6M | +3.60% |
| Q2 2020 | 58.5K | $4M | +3.05% |
| Q1 2020 | 49.1K | $3M | +2.63% |
| Q4 2019 | 45.1K | $4M | +3.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fsa Wealth Management LLC’s full portfolio or all institutional holders of IWS.