ANDERSON HOAGLAND & CO IWP — ISHARES TR

Ownership history in ANDERSON HOAGLAND & CO  ·  7 quarters on record

AI Ownership Summary

ANDERSON HOAGLAND & CO reported ISHARES TR (IWP) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows IWP at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ANDERSON HOAGLAND & CO's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWP was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWP stock page ANDERSON HOAGLAND & CO fund profile ANDERSON HOAGLAND & CO full holdings
How ANDERSON HOAGLAND & CO held IWP — position size vs. price
% of Fund (quarterly)    IWP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,600 — 0% 0.04% $527K 2026-07-06 $144.21
2026 Q1 UNCHANGED — — — 3,600 — 0% 0.04% $461K 2026-04-07 $128.95
2025 Q4 UNCHANGED — — — 3,600 — 0% 0.04% $493K 2026-01-05 $139.46
2025 Q3 UNCHANGED — — — 3,600 — 0% 0.05% $513K 2025-10-15 $142.57
2025 Q2 UNCHANGED — — — 3,600 — 0% 0.05% $499K 2025-07-10 $138.51
2025 Q1 REDUCED — — — 3,600 -55 -1.5% 0.04% $376K 2025-04-09 $115.03
2024 Q4 INITIATED — — — 3,655 — — 0.05% $484K 2025-01-21 $133.79

🏢 Other funds also holding IWP

As of 2026 Q2 — sorted by position size

Financial Advisory Corp 14.44% StoryOne LLC 10.25% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 9.61% Three Bearings Fiduciary Advisors, Inc. 7.61% Cedar Mountain Advisors, LLC 3Y 6.96% SOUTHERN CAPITAL ADVISORS, LLC 3Y 6.56% First Citizens Asset Management, Inc. 3Y 6.51% ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5.8% Rodgers & Associates, LTD 3Y 5.79% PETRA FINANCIAL ADVISORS INC 3Y 4.99%

FAQ About ANDERSON HOAGLAND & CO and IWP

These are the practical questions this page is built to answer before you even open the full history table.

How long has ANDERSON HOAGLAND & CO reported owning IWP?

ANDERSON HOAGLAND & CO reported IWP across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IWP position in ANDERSON HOAGLAND & CO's portfolio?

The largest reported portfolio weight for IWP was 0.05% in 2024 Q4.

What is the latest reported IWP position on this page?

The most recent filing on this page is 2026 Q2, when ANDERSON HOAGLAND & CO reported 3,600 shares, equal to 0.04% of portfolio, with an estimated market value of $527K.

What does the chart on this IWP ownership page compare?

The chart compares ANDERSON HOAGLAND & CO's quarterly IWP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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