Form 13-F position report

ISHARES

Reported by Sculati Wealth Management LLC

IWY CUSIP 464289438 Manager CIK 0001803397

Reported 51,053 shares, up 9,761 (23.6%) from the prior quarter.

Reported value 37.3%; share count 23.6% vs. the prior quarter.

Added
% of reported 13F value 4.93% This manager · Q3 2025
Shares 51,053 Quarter-end amount reported
Reported value $13,970,653 Fair value at quarter end
Consecutive quarters held 3 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-03-31 558780
2025-06-30 10178891
2025-09-30 13970653
2025-12-31 15277949
2026-03-31 14554900
2026-06-30 17036669
2026-09-30 14445957

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarterly reported position history for ISHARES held by Sculati Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 48,332 -12,633 (-20.7%) 4.72% $14,445,957 2026-10-19
Q2 2026 Added 60,965 +2,474 (4.2%) 5.68% $17,036,669 2026-07-21
Q1 2026 Added 58,491 +3,324 (6.0%) 5.37% $14,554,900 2026-04-09
Q4 2025 Added 55,167 +4,114 (8.1%) 5.39% $15,277,949 2026-02-05
Q3 2025 Added 51,053 +9,761 (23.6%) 4.93% $13,970,653 2025-11-14
Q2 2025 Added 41,292 +38,643 (1458.8%) 3.82% $10,178,891 2025-08-08
Q1 2025 New 2,649 +2,649 (0.0%) 0.23% $558,780 2025-05-12

Who else reported the position

656 managers reported ISHARES for Q3 2025.

Managers reporting ISHARES in Q3 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
TIAA TRUST NATIONAL ASSOCIATION Reduced 5,943,258 -159,042 3.94% $1,626,372,552 9 qtrs
Envestnet Portfolio Solutions Inc Reduced 4,793,792 -234,049 4.84% $1,311,821,288 9 qtrs
AMERIPRISE FINANCIAL INC Added 3,180,008 +771,024 0.2% $869,830,897 50 qtrs
LPL Financial LLC Added 2,388,164 +191,465 0.19% $653,520,943 50 qtrs
Bank of America Corporation Reduced 2,112,677 -96,400 0.04% $578,134,040 50 qtrs
Mariner LLC Reduced 1,460,755 -35,875 0.52% $399,734,325 13 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 1,327,228 +926,618 0.1% $363,196,018 28 qtrs
MORGAN STANLEY Added 1,306,536 +19,689 0.02% $357,534,026 50 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 938,911 +1,059 0.33% $256,933,000 32 qtrs
FIRST CITIZENS BANK & TRUST CO Reduced 4,577,231 -240,583 5.45% $252,559,262 22 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 14, 2025
Filing type
13F-HR
Position type
RUS TP200 GR ETF

Voting authority reported

Sole
0
Shared
0
None
51,053

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.