Ownership history in Compton Wealth Advisory Group, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Compton Wealth Advisory Group, LLC reported a position in ISHARES TR (IVW). 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 | 56,945 | — | 0% | 1.53% | $7.0M | $123.15 |
| 2025 Q3 | ADDED | 56,945 | +336 | +0.6% | 1.59% | $6.9M | $120.49 |
| 2025 Q2 | REDUCED | 56,609 | -8,862 | -13.5% | 1.58% | $6.2M | $109.76 |
| 2025 Q1 | ADDED | 65,471 | +487 | +0.7% | 1.69% | $6.1M | $92.44 |
| 2024 Q4 | ADDED | 64,984 | +63 | +0.1% | 1.70% | $6.6M | $100.99 |
| 2024 Q3 | UNCHANGED | 64,921 | — | 0% | 1.57% | $6.2M | $95.12 |
| 2024 Q2 | REDUCED | 64,921 | -1,166 | -1.8% | 1.60% | $6.0M | $91.79 |
| 2024 Q1 | REDUCED | 66,087 | -90 | -0.1% | 1.53% | $5.6M | $83.69 |
| 2023 Q4 | REDUCED | 66,177 | -1,168 | -1.7% | 1.56% | $5.0M | $74.36 |
| 2023 Q3 | REDUCED | 67,345 | -23,895 | -26.2% | 1.58% | $4.6M | $67.55 |
As of 2025 Q4 — sorted by position size