SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / IWV

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

Does Stronghold Wealth Management L.L.C. own Ishares Tr (IWV)? Yes — 2.1K shares worth $774,351 (+1.17% of its 13F portfolio) as of Q1 2026, up from 1.8K shares the prior filed quarter.

Position Value
$774,351
Q1 2026
Shares
2.1K
% of Portfolio
+1.17%
Quarters Held
2
currently held

Position History IWV

Reported value by quarter
Q4 ’25: $678,922Q4 ’25Q1 ’26: $774,351Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.1K$774,351+1.17%
Q4 20251.8K$678,922+1.00%

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 IWV.