William Howard & Co Financial Advisors Inc quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, William Howard & Co Financial Advisors Inc opened 0 positions, added to 21, reduced 10, sold out of 1 and left 11 unchanged. The largest increase in value was IVV (+$3,706,479); the largest decrease was IWN (-$204,947).
- IWN: Country of operation —; Class RUS 2000 VAL ETF; Shares 2026-03-31 1,081; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 2023493): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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