Ownership history in Abound Wealth Management · 7 quarters on record
This page tracks every 13F SEC filing in which Abound Wealth Management reported a position in ISHARES TR (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 | 40,044 | +1,119 | +2.9% | 6.42% | $27.4M | $683.12 |
| 2025 Q3 | ADDED | 38,925 | +1,832 | +4.9% | 6.52% | $26.1M | $665.17 |
| 2025 Q2 | REDUCED | 37,093 | -879 | -2.3% | 6.51% | $23.0M | $615.21 |
| 2025 Q1 | ADDED | 37,972 | +2,937 | +8.4% | 7.12% | $21.3M | $555.02 |
As of 2025 Q4 — sorted by position size