Ownership history in Dechtman Wealth Management, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Dechtman Wealth Management, LLC reported a position in ISHARES TR (IVV). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 192,613 | -1,283 | -0.7% | 21.91% | $113.4M | $579.67 |
| 2024 Q3 | REDUCED | 193,896 | -809 | -0.4% | 22.89% | $111.8M | $566.00 |
| 2024 Q2 | ADDED | 194,705 | +4,073 | +2.1% | 23.81% | $106.5M | $534.89 |
| 2024 Q1 | ADDED | 190,632 | +815 | +0.4% | 23.38% | $100.2M | $512.33 |
| 2023 Q4 | ADDED | 189,817 | +2,055 | +1.1% | 23.84% | $90.7M | $463.98 |
| 2023 Q3 | REDUCED | 187,762 | -1,281 | -0.7% | 23.88% | $80.6M | $415.48 |
| 2023 Q2 | INITIATED | 189,043 | — | — | 25.09% | $84.3M | $429.27 |
As of 2025 Q4 — sorted by position size