Ownership history in COWA, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which COWA, LLC reported a position in ISHARES TR (IBDW). 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 | 311,649 | +129,602 | +71.2% | 1.88% | $6.2M | $20.99 |
| 2025 Q3 | ADDED | 182,047 | +46,919 | +34.7% | 1.28% | $3.9M | $20.73 |
| 2025 Q2 | ADDED | 135,128 | +46,708 | +52.8% | 1.08% | $2.8M | $20.31 |
| 2025 Q1 | ADDED | 88,420 | +75,257 | +571.7% | 0.78% | $1.8M | $19.78 |
As of 2025 Q4 — sorted by position size