Ownership history in Diversify Advisory Services, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in ISHARES TR (IWM). 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 | 105,860 | +33,066 | +45.4% | 0.89% | $28.1M | $245.72 |
| 2025 Q3 | ADDED | 72,794 | +55,494 | +320.8% | 0.60% | $17.9M | $240.72 |
| 2025 Q3 | REDUCED | 17,300 | -54,366 | -75.9% | 0.00% | $2K | $240.72 |
| 2025 Q2 | ADDED | 71,666 | +69,290 | +2916.2% | 0.62% | $16.3M | $214.08 |
| 2025 Q1 | REDUCED | 2,376 | -47,624 | -95.2% | 0.03% | $466K | $197.36 |
| 2025 Q1 | ADDED | 50,000 | +39,948 | +397.4% | 0.00% | $4K | $197.36 |
| 2024 Q4 | REDUCED | 10,052 | -92,014 | -90.2% | 0.12% | $2.2M | $218.11 |
| 2024 Q3 | ADDED | 102,066 | +98,277 | +2593.7% | 1.21% | $22.6M | $217.40 |
| 2024 Q2 | REDUCED | 3,789 | -118,910 | -96.9% | 0.04% | $763K | $199.01 |
| 2024 Q1 | INITIATED | 122,699 | — | — | 1.51% | $25.6M | — |
As of 2025 Q4 — sorted by position size