SEC 13F Intelligence

Bare Financial Services, Inc / IWN

Bare Financial Services, Inc’s Ishares Tr Position

Does Bare Financial Services, Inc own Ishares Tr (IWN)? Yes — 21.3K shares worth $4M (+1.07% of its 13F portfolio) as of Q1 2026, down from 22.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.3K
% of Portfolio
+1.07%
Quarters Held
10
currently held

Position History IWN

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.3K$4M+1.07%
Q4 202522.1K$4M+1.12%
Q3 202522.2K$4M+1.17%
Q2 202522.2K$4M+1.18%
Q1 202524.2K$4M+1.40%
Q4 202424.2K$4M+1.60%
Q3 202424.7K$4M+1.69%
Q2 202426.9K$5M+2.42%
Q1 202426.8K$4M+3.84%
Q4 202319.5K$3M+6.09%

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