Ownership history in Beta Wealth Group, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in ISHARES TR (IGF). 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 | REDUCED | 75,477 | -3,357 | -4.3% | 1.86% | $4.6M | $61.36 |
| 2025 Q3 | ADDED | 78,834 | +4,419 | +5.9% | 1.90% | $4.8M | $60.14 |
| 2025 Q2 | ADDED | 74,415 | +68,001 | +1060.2% | 1.61% | $4.4M | $58.25 |
| 2023 Q4 | REDUCED | 6,414 | -36,394 | -85.0% | 0.16% | $302K | $44.06 |
| 2023 Q3 | REDUCED | 42,808 | -989 | -2.3% | 1.10% | $1.9M | $39.77 |
| 2023 Q2 | REDUCED | 43,797 | -6,802 | -13.4% | 1.19% | $2.1M | $43.13 |
| 2023 Q1 | ADDED | 50,599 | +45,195 | +836.3% | 1.38% | $2.4M | $43.19 |
| 2022 Q4 | REDUCED | 5,404 | -741 | -12.1% | 0.17% | $248K | $41.51 |
| 2022 Q1 | REDUCED | 6,145 | -953 | -13.4% | 0.21% | $313K | $44.92 |
| 2021 Q4 | UNCHANGED | 7,098 | — | 0% | 0.24% | $326K | $42.04 |
As of 2025 Q4 — sorted by position size