Ownership history in Clarus Wealth Advisors · 9 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in ISHARES TR (TLH). 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 | ADDED | 26,313 | +902 | +3.5% | 1.12% | $2.7M | $100.96 |
| 2025 Q3 | ADDED | 25,411 | +1,295 | +5.4% | 1.16% | $2.6M | $100.84 |
| 2025 Q2 | ADDED | 24,116 | +2,583 | +12.0% | 1.11% | $2.4M | $98.39 |
| 2025 Q1 | ADDED | 21,533 | +8,643 | +67.1% | 1.17% | $2.2M | $99.42 |
| 2024 Q4 | ADDED | 12,890 | +1,510 | +13.3% | 0.63% | $1.3M | $94.83 |
| 2024 Q3 | REDUCED | 11,380 | -10,225 | -47.3% | 0.62% | $1.2M | $102.73 |
| 2023 Q2 | ADDED | 21,605 | +3,090 | +16.7% | 1.40% | $2.3M | $98.89 |
| 2023 Q1 | ADDED | 18,515 | +569 | +3.2% | 1.36% | $2.2M | $101.32 |
| 2022 Q4 | INITIATED | 17,946 | — | — | 1.32% | $2.0M | — |
As of 2025 Q4 — sorted by position size