Ownership history in Brickley Wealth Management · 24 quarters on record
This page tracks every 13F SEC filing in which Brickley Wealth Management reported a position in ISHARES TR (IMTM). 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 | UNCHANGED | 40,612 | — | 0% | 0.33% | $1.9M | $47.97 |
| 2025 Q3 | UNCHANGED | 40,612 | — | 0% | 0.34% | $1.9M | $46.21 |
| 2025 Q2 | UNCHANGED | 40,612 | — | 0% | 0.36% | $1.9M | $44.10 |
| 2025 Q1 | UNCHANGED | 40,612 | — | 0% | 0.34% | $1.6M | $38.09 |
| 2024 Q4 | UNCHANGED | 40,612 | — | 0% | 0.31% | $1.5M | $35.67 |
| 2024 Q3 | REDUCED | 40,612 | -1,636 | -3.9% | 0.33% | $1.6M | $37.94 |
| 2024 Q2 | UNCHANGED | 42,248 | — | 0% | 0.36% | $1.6M | $36.35 |
| 2024 Q1 | UNCHANGED | 42,248 | — | 0% | 0.38% | $1.7M | $36.38 |
| 2023 Q4 | UNCHANGED | 42,248 | — | 0% | 0.35% | $1.4M | $31.80 |
| 2023 Q3 | REDUCED | 42,248 | -3,367 | -7.4% | 0.35% | $1.3M | $28.89 |
As of 2025 Q4 — sorted by position size