SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / IWB

Stronghold Wealth Management L.L.C.’s Ishares Tr Position

Does Stronghold Wealth Management L.L.C. own Ishares Tr (IWB)? Yes — 2.3K shares worth $829,715 (+1.25% of its 13F portfolio) as of Q1 2026, up from 2.3K shares the prior filed quarter.

Position Value
$829,715
Q1 2026
Shares
2.3K
% of Portfolio
+1.25%
Quarters Held
2
currently held

Position History IWB

Reported value by quarter
Q4 ’25: $863,020Q4 ’25Q1 ’26: $829,715Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.3K$829,715+1.25%
Q4 20252.3K$863,020+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stronghold Wealth Management L.L.C.’s full portfolio or all institutional holders of IWB.