SEC 13F Intelligence

Financial Freedom, LLC / IYW

Financial Freedom, LLC’s Ishares Tr Position

Does Financial Freedom, LLC own Ishares Tr (IYW)? Yes — 26.3K shares worth $5M (+2.38% of its 13F portfolio) as of Q1 2026, down from 27.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
26.3K
% of Portfolio
+2.38%
Quarters Held
9
currently held

Position History IYW

Reported value by quarter
Q1 ’24: $346,652Q1 ’24Q2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $5MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.3K$5M+2.38%
Q4 202527.0K$5M+2.67%
Q3 202527.3K$5M+2.67%
Q2 202527.1K$5M+2.53%
Q1 202527.3K$4M+2.20%
Q4 202428.8K$5M+2.42%
Q3 202427.6K$4M+2.21%
Q2 202419.1K$3M+1.63%
Q1 20242.6K$346,652+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Freedom, LLC’s full portfolio or all institutional holders of IYW.