SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / IWO

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

Does Stronghold Wealth Management L.L.C. own Ishares Tr (IWO)? Yes — 5.3K shares worth $2M (+2.50% of its 13F portfolio) as of Q1 2026, up from 5.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.3K
% of Portfolio
+2.50%
Quarters Held
2
currently held

Position History IWO

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.3K$2M+2.50%
Q4 20255.3K$2M+2.51%

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 IWO.