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Fragasso Financial Advisors Inc: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fragasso Financial Advisors Inc on IWB, newest first. How the timeline and the estimate are built.

Fragasso Financial Advisors Inc held 7,937 IWB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,937 shares
    Change vs previous 13F -98 shares

    0.17% of the 13F portfolio, value $3,375,797.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,035 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $3,290,340.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,033 shares
    Change vs previous 13F +402 shares

    0.18% of the 13F portfolio, value $2,903,455.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 7,631 shares
    Change vs previous 13F -300 shares

    0.17% of the 13F portfolio, value $2,849,672.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,931 shares
    Change vs previous 13F -181 shares

    0.18% of the 13F portfolio, value $2,914,373.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,112 shares
    Change vs previous 13F +5,041 shares

    0.19% of the 13F portfolio, value $2,754,475.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,071 shares
    Change vs previous 13F -255 shares

    0.07% of the 13F portfolio, value $941,969.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,326 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,071,620.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).