SEC 13F Intelligence

Win Advisors, Inc / DSI

Win Advisors, Inc’s Ishares Tr Position

Does Win Advisors, Inc own Ishares Tr (DSI)? Not currently — the last reported position was 25.4K shares worth $3M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2024
Shares
25.4K
% of Portfolio
+1.30%
Quarters Held
6
position exited

Position History DSI

Reported value by quarter
Q4 ’21: $24MQ4 ’21Q1 ’22: $22MQ1 ’22Q2 ’22: $66,000Q2 ’22Q3 ’22: $61,000Q3 ’22Q4 ’22: $64,970Q4 ’22Q3 ’24: $3MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202425.4K$3M+1.30%
Q4 2022905$64,970+0.02%
Q3 2022905$61,000+0.02%
Q2 2022905$66,000+0.13%
Q1 2022254.8K$22M+5.80%
Q4 2021253.8K$24M+5.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Win Advisors, Inc’s full portfolio or all institutional holders of DSI.