Ownership history in APPLETON PARTNERS INC/MA · 34 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in ISHARES TR (USMV). 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 Q3 | UNCHANGED | 2,134 | — | 0% | 0.01% | $203K | $94.36 |
| 2025 Q2 | REDUCED | 2,134 | -180 | -7.8% | 0.01% | $200K | $92.74 |
| 2024 Q4 | REDUCED | 2,314 | -400 | -14.7% | 0.02% | $205K | $87.11 |
| 2024 Q3 | REDUCED | 2,714 | -249 | -8.4% | 0.02% | $248K | $89.17 |
| 2024 Q2 | REDUCED | 2,963 | -215 | -6.8% | 0.02% | $249K | $81.63 |
| 2024 Q1 | REDUCED | 3,178 | -1,795 | -36.1% | 0.02% | $266K | $80.97 |
| 2023 Q4 | REDUCED | 4,973 | -350 | -6.6% | 0.03% | $388K | $75.26 |
| 2023 Q3 | REDUCED | 5,323 | -370 | -6.5% | 0.03% | $385K | $69.43 |
| 2023 Q2 | REDUCED | 5,693 | -85 | -1.5% | 0.04% | $423K | $70.93 |
| 2023 Q1 | ADDED | 5,778 | +325 | +6.0% | 0.04% | $420K | $69.14 |
As of 2025 Q4 — sorted by position size