Ownership history in Boyd Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Boyd Wealth Management, LLC 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 | REDUCED | 15,796 | -238 | -1.5% | 4.59% | $10.8M | $683.12 |
| 2025 Q3 | REDUCED | 16,034 | -138 | -0.9% | 4.62% | $10.7M | $665.17 |
| 2025 Q2 | REDUCED | 16,172 | -346 | -2.1% | 4.35% | $10.0M | $615.21 |
| 2025 Q1 | REDUCED | 16,518 | -20 | -0.1% | 4.63% | $9.3M | $555.02 |
As of 2025 Q4 — sorted by position size