Seneca House Advisors IBDZ — ISHARES TR

Ownership history in Seneca House Advisors  ·  7 quarters on record

AI Ownership Summary

Seneca House Advisors reported ISHARES TR (IBDZ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 5.14% in 2026 Q1. The latest visible filing shows IBDZ at 5.14% 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 IBDZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Seneca House Advisors'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 Q1

IBDZ was reported at 5.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.14% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

IBDZ stock page Seneca House Advisors fund profile Seneca House Advisors full holdings
How Seneca House Advisors held IBDZ — position size vs. price
% of Fund (quarterly)    IBDZ 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 Q1 ADDED — — — 496,769 +211,500 +74.1% 5.14% $12.9M 2026-05-01 $26.01
2025 Q4 ADDED — — — 285,269 +249,127 +689.3% 2.81% $7.5M 2026-02-17 $26.33
2025 Q3 ADDED — — — 36,142 +1,851 +5.4% 0.39% $957K 2025-10-10 $25.71
2025 Q2 REDUCED 7.0% +2.8% ❌ 34,291 -2,579 -7.0% 0.38% $896K 2025-07-09 $24.94
2025 Q1 ADDED — — — 36,870 +2,890 +8.5% 0.40% $951K 2025-04-11 $23.68
2024 Q4 ADDED — — — 33,980 +7,854 +30.1% 0.34% $865K 2025-01-21 $23.82
2024 Q3 INITIATED — — — 26,126 — — 0.29% $698K 2024-10-04 $24.38

🏢 Other funds also holding IBDZ

As of 2026 Q1 — sorted by position size

Sarver Vrooman Wealth Advisors 26.56% NESTEGG ADVISORS, INC. 7.31% MB, LEVIS & ASSOCIATES, LLC 5.55% Paradigm, Strategies in Wealth Management, LLC 3Y 3.45% 4Thought Financial Group Inc. 3Y 2.24% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 1.87% Marathon Mission, Inc. 1.54% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.49% Parkway Wealth Management Group, LLC 1.27% Capital Investment Advisors, LLC 3Y 7Y 1.04%

FAQ About Seneca House Advisors and IBDZ

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

How long has Seneca House Advisors reported owning IBDZ?

Seneca House Advisors reported IBDZ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IBDZ position in Seneca House Advisors's portfolio?

The largest reported portfolio weight for IBDZ was 5.14% in 2026 Q1.

What is the latest reported IBDZ position on this page?

The most recent filing on this page is 2026 Q1, when Seneca House Advisors reported 496,769 shares, equal to 5.14% of portfolio, with an estimated market value of $12.9M.

What does the chart on this IBDZ ownership page compare?

The chart compares Seneca House Advisors's quarterly IBDZ 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 Seneca House Advisors time their IBDZ position?

Based on 13F filing dates vs. subsequent IBDZ price moves, Seneca House Advisors correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IBDZ relative to SPY over the holding period was -7.7%.

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