PROATHLETE WEALTH MANAGEMENT LLC NEAR — ISHARES U S ETF TR

Ownership history in PROATHLETE WEALTH MANAGEMENT LLC  ·  11 quarters on record

AI Ownership Summary

PROATHLETE WEALTH MANAGEMENT LLC reported ISHARES U S ETF TR (NEAR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.79% in 2024 Q4. The latest visible filing shows NEAR at 1.91% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PROATHLETE WEALTH MANAGEMENT LLC's position in ISHARES U S ETF 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

NEAR was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% 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 Q1 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.

NEAR stock page PROATHLETE WEALTH MANAGEMENT LLC fund profile PROATHLETE WEALTH MANAGEMENT LLC full holdings
How PROATHLETE WEALTH MANAGEMENT LLC held NEAR — position size vs. price
% of Fund (quarterly)    NEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 154,765 -4,567 -2.9% 1.91% $7.7M 2026-07-21 $50.29
2026 Q1 ADDED — — — 159,332 +3,497 +2.2% 2.25% $8.1M 2026-04-27 $50.21
2025 Q4 ADDED — — — 155,835 +4,033 +2.7% 2.18% $8.0M 2026-01-28 $49.98
2025 Q3 ADDED — — — 151,802 +8,320 +5.8% 2.24% $7.8M 2025-10-07 $49.33
2025 Q2 REDUCED — — — 143,482 -6,296 -4.2% 2.33% $7.3M 2025-07-14 $48.52
2025 Q1 ADDED — — — 149,778 +2,962 +2.0% 2.78% $7.6M 2025-04-21 $47.86
2024 Q4 ADDED — — — 146,816 +22,561 +18.2% 2.79% $7.4M 2025-01-22 $47.17
2024 Q3 ADDED — — — 124,255 +12,804 +11.5% 2.62% $6.4M 2024-10-18 $46.88
2024 Q2 ADDED — — — 111,451 +9,500 +9.3% 2.66% $5.6M 2024-07-26 $46.00
2024 Q1 ADDED — — — 101,951 +8,090 +8.6% 2.74% $5.1M 2024-05-07 $45.20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEAR

As of 2026 Q2 — sorted by position size

MAIMON WEALTH MANAGEMENT LTD. 6.75% Selby Wealth Management, LLC 2.9% Kraft, Davis & Associates, LLC 3Y 2.73% Syntegra Private Wealth Group, LLC 3Y 2.53% Kure Advisory, LLC 2.37% Ifrah Financial Services, Inc. 3Y 7Y 2.24% Bond & Devick Financial Network, Inc. 3Y 1.99% Unified Investment Management 1.93% Meramec Financial Planners, LLC 1.91% Optivise Advisory Services LLC 1.85%

FAQ About PROATHLETE WEALTH MANAGEMENT LLC and NEAR

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

How long has PROATHLETE WEALTH MANAGEMENT LLC reported owning NEAR?

PROATHLETE WEALTH MANAGEMENT LLC reported NEAR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NEAR position in PROATHLETE WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for NEAR was 2.79% in 2024 Q4.

What is the latest reported NEAR position on this page?

The most recent filing on this page is 2026 Q2, when PROATHLETE WEALTH MANAGEMENT LLC reported 154,765 shares, equal to 1.91% of portfolio, with an estimated market value of $7.7M.

What does the chart on this NEAR ownership page compare?

The chart compares PROATHLETE WEALTH MANAGEMENT LLC's quarterly NEAR 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.

How well did PROATHLETE WEALTH MANAGEMENT LLC time their NEAR position?

Based on 13F filing dates vs. subsequent NEAR price moves, PROATHLETE WEALTH MANAGEMENT LLC correctly timed 9 out of 10 reported position changes (90%). The annualised alpha on NEAR relative to SPY over the holding period was -11.8%.

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