Ownership history in BetterWealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in ISHARES TR (IWF). 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 | 1,096 | — | 0% | 0.12% | $513K | $467.53 |
| 2025 Q2 | UNCHANGED | 1,096 | — | 0% | 0.12% | $465K | $423.39 |
| 2025 Q1 | UNCHANGED | 1,096 | — | 0% | 0.11% | $396K | $359.72 |
| 2024 Q4 | ADDED | 1,096 | +1 | +0.1% | 0.12% | $440K | $399.63 |
| 2024 Q3 | ADDED | 1,095 | +1 | +0.1% | 0.12% | $411K | $373.18 |
| 2024 Q2 | ADDED | 1,094 | +1 | +0.1% | 0.13% | $399K | $361.83 |
| 2024 Q1 | REDUCED | 1,093 | -34 | -3.0% | 0.12% | $368K | $334.19 |
| 2023 Q4 | INITIATED | 1,127 | — | — | 0.12% | $342K | — |
As of 2025 Q4 — sorted by position size