Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, 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 | ADDED | 125,127 | +120,781 | +2779.1% | 0.73% | $15.6M | $123.15 |
| 2025 Q3 | UNCHANGED | 4,346 | — | 0% | 0.03% | $545K | $120.49 |
| 2025 Q2 | REDUCED | 4,346 | -20 | -0.5% | 0.03% | $503K | $109.76 |
| 2025 Q1 | REDUCED | 4,366 | -74 | -1.7% | 0.03% | $413K | $92.44 |
| 2024 Q4 | REDUCED | 4,440 | -22 | -0.5% | 0.03% | $449K | $100.99 |
| 2024 Q3 | ADDED | 4,462 | +1,741 | +64.0% | 0.04% | $430K | $95.12 |
| 2024 Q2 | INITIATED | 2,721 | — | — | 0.03% | $231K | — |
As of 2025 Q4 — sorted by position size