ETF Holders

Notis-McConarty Edward ETF holdings

Boston, MA

Reported $977K in 2 ETFs in its Form 13F for June 30, 2026.

ETF value
$977K
ETFs held
2
Change from prior quarter
+15.9%
With price moves
ETFs as a share of its 13F
0.4%
of $231.5M

Top 2 of 2 ETF holdings

TickerFundValueSharesChange
IWBiShares Russell 1000 ETF$649K1,585−15 shares
SPYState Street SPDR S&P 500 ETF Trust$328K439+20 shares

From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001592616. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Notis-McConarty Edward own?

Notis-McConarty Edward reported 2 ETF positions worth $977K in its Form 13F for June 30, 2026. The largest was IWB, at $649K.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.