IWP ISHARES TR

Ownership history in Dentgroup LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Dentgroup LLC reported a position in ISHARES TR (IWP). 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.

Peak position
3.33% (2024 Q1)
Avg. % of fund
1.81%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 14,221 -391 -2.7% 1.34% $1.9M $136.88
2025 Q3 REDUCED 14,612 -866 -5.6% 1.35% $2.1M $142.19
2025 Q2 REDUCED 15,478 -1,038 -6.3% 1.49% $2.1M $138.35
2025 Q1 REDUCED 16,516 -2,350 -12.5% 1.45% $1.9M $117.09
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWP price (monthly, adj. close)
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