SEC 13F Intelligence

Win Advisors, Inc / IUSG

Win Advisors, Inc’s Ishares Tr Position

Does Win Advisors, Inc own Ishares Tr (IUSG)? Not currently — the last reported position was 94.9K shares worth $16M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q4 2025
Shares
94.9K
% of Portfolio
+6.77%
Quarters Held
14
position exited

Position History IUSG

Reported value by quarter
Q4 ’21: $23MQ4 ’21Q1 ’22: $8MQ2 ’22: $120,000Q2 ’22Q3 ’22: $72,000Q4 ’22: $53,885Q4 ’22Q2 ’23: $311,298Q3 ’23: $5MQ3 ’23Q1 ’24: $16MQ2 ’24: $13MQ2 ’24Q3 ’24: $9MQ4 ’24: $4MQ4 ’24Q2 ’25: $7MQ3 ’25: $3MQ3 ’25Q4 ’25: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202594.9K$16M+6.77%
Q3 202518.0K$3M+1.44%
Q2 202547.8K$7M+3.47%
Q4 202432.1K$4M+2.17%
Q3 202470.2K$9M+4.35%
Q2 2024101.7K$13M+5.79%
Q1 2024136.0K$16M+7.02%
Q3 202351.2K$5M+2.38%
Q2 2023591$311,298+0.42%
Q4 2022661$53,885+0.02%
Q3 2022901$72,000+0.03%
Q2 20221.4K$120,000+0.24%
Q1 202272.9K$8M+2.02%
Q4 2021200.7K$23M+5.32%

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 IUSG.