Ownership history in 49 WEALTH MANAGEMENT, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which 49 WEALTH MANAGEMENT, LLC reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,213 | +540 | +7.0% | 0.46% | $5.6M | $683.12 |
| 2025 Q3 | ADDED | 7,673 | +33 | +0.4% | 0.48% | $5.1M | $665.17 |
| 2025 Q2 | REDUCED | 7,640 | -348 | -4.4% | 0.51% | $4.7M | $615.21 |
| 2025 Q1 | ADDED | 7,988 | +57 | +0.7% | 0.54% | $4.5M | $555.02 |
| 2024 Q4 | REDUCED | 7,931 | -276 | -3.4% | 0.67% | $4.7M | $579.67 |
| 2024 Q3 | REDUCED | 8,207 | -93 | -1.1% | 0.77% | $4.7M | $566.00 |
| 2024 Q2 | REDUCED | 8,300 | -654 | -7.3% | 0.90% | $4.6M | $534.89 |
| 2024 Q1 | INITIATED | 8,954 | — | — | 1.10% | $4.3M | — |
As of 2025 Q4 — sorted by position size