William Howard & Co Financial Advisors Inc IUSG — ISHARES TR

Ownership history in William Howard & Co Financial Advisors Inc  ·  10 quarters on record

AI Ownership Summary

William Howard & Co Financial Advisors Inc reported ISHARES TR (IUSG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 3.3% in 2026 Q2. The latest visible filing shows IUSG at 3.30% 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 IUSG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Howard & Co Financial Advisors Inc'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

IUSG was reported at 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.3% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 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.

IUSG stock page William Howard & Co Financial Advisors Inc fund profile William Howard & Co Financial Advisors Inc full holdings
How William Howard & Co Financial Advisors Inc held IUSG — position size vs. price
% of Fund (quarterly)    IUSG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 22,566 — 0% 3.30% $4.2M 2026-07-09 $188.07
2026 Q1 UNCHANGED — — — 22,566 — 0% 3.02% $3.5M 2026-04-30 $177.08
2025 Q4 UNCHANGED — — — 22,566 — 0% 3.19% $3.8M 2026-01-21 $166.41
2025 Q3 UNCHANGED — — — 22,566 — 0% 3.16% $3.7M 2025-10-21 $164.33
2025 Q2 UNCHANGED — — — 22,566 — 0% 2.96% $3.4M 2025-07-11 $150.22
2025 Q1 UNCHANGED — — — 22,566 — 0% 2.69% $2.9M 2025-04-25 $127.96
2024 Q4 UNCHANGED — — — 22,566 — 0% 2.85% $3.1M 2025-01-28 $142.08
2024 Q3 UNCHANGED — — — 22,566 — 0% 2.54% $3.0M 2024-10-28 $132.94
2024 Q2 UNCHANGED — — — 22,566 — 0% 2.66% $2.9M 2024-08-07 $115.52
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IUSG

As of 2026 Q2 — sorted by position size

HILLTOP WEALTH ADVISORS, LLC 3Y 21.24% Tanglewood Legacy Advisors, LLC 3Y 20.39% Cardinal Strategic Wealth Guidance 3Y 12.36% NorthStar Asset Management LLC /NJ/ 12.36% Aurdan Capital Management, LLC 11.63% Veracity Capital LLC 3Y 11.55% Madison Wealth Partners, Inc 3Y 9.81% Alliance Private Wealth, LLC 9.64% DDFG, Inc 3Y 9.44% Birchcreek Wealth Management, LLC 3Y 8.68%

FAQ About William Howard & Co Financial Advisors Inc and IUSG

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

How long has William Howard & Co Financial Advisors Inc reported owning IUSG?

William Howard & Co Financial Advisors Inc reported IUSG across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IUSG position in William Howard & Co Financial Advisors Inc's portfolio?

The largest reported portfolio weight for IUSG was 3.30% in 2026 Q2.

What is the latest reported IUSG position on this page?

The most recent filing on this page is 2026 Q2, when William Howard & Co Financial Advisors Inc reported 22,566 shares, equal to 3.30% of portfolio, with an estimated market value of $4.2M.

What does the chart on this IUSG ownership page compare?

The chart compares William Howard & Co Financial Advisors Inc's quarterly IUSG 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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