Ownership history in CHARTIST INC /CA/ · 22 quarters on record
This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in Ishares Russell (IWB). 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 | 39,795 | -966 | -2.4% | 10.07% | $14.9M | $372.56 |
| 2025 Q3 | REDUCED | 40,761 | -11,550 | -22.1% | 10.17% | $14.9M | $363.54 |
| 2024 Q4 | REDUCED | 52,311 | -651 | -1.2% | 8.73% | $16.9M | $317.94 |
| 2024 Q3 | REDUCED | 52,962 | -998 | -1.8% | 8.55% | $16.7M | $309.33 |
| 2024 Q2 | REDUCED | 53,960 | -483 | -0.9% | 8.33% | $16.1M | $291.75 |
| 2024 Q1 | REDUCED | 54,443 | -1,083 | -2.0% | 8.04% | $15.7M | $281.72 |
| 2023 Q4 | REDUCED | 55,526 | -1,185 | -2.1% | 7.92% | $14.6M | $255.74 |
| 2023 Q3 | REDUCED | 56,711 | -4,482 | -7.3% | 7.90% | $13.3M | $228.22 |
| 2023 Q2 | REDUCED | 61,193 | -60,990 | -49.9% | 7.89% | $14.9M | $235.80 |
| 2023 Q1 | UNCHANGED | 122,183 | — | 0% | 25.15% | $25.4M | $217.31 |
As of 2025 Q4 — sorted by position size