Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in ISHARES TR (IGIB). 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 | 838,687 | +13,860 | +1.7% | 11.08% | $45.2M | $53.46 |
| 2025 Q3 | ADDED | 824,827 | +51,377 | +6.6% | 11.05% | $44.6M | $52.83 |
| 2025 Q2 | ADDED | 773,450 | +17,225 | +2.3% | 11.05% | $41.2M | $51.45 |
| 2025 Q1 | ADDED | 756,225 | +9,649 | +1.3% | 12.94% | $39.7M | $50.12 |
| 2024 Q4 | ADDED | 746,576 | +48,398 | +6.9% | 12.38% | $38.5M | $48.79 |
| 2024 Q3 | ADDED | 698,178 | +22,524 | +3.3% | 12.31% | $36.9M | $50.13 |
| 2024 Q2 | ADDED | 675,654 | +17,489 | +2.7% | 13.60% | $34.8M | $47.31 |
| 2024 Q1 | ADDED | 658,165 | +88,721 | +15.6% | 13.81% | $34.0M | $47.10 |
| 2023 Q4 | INITIATED | 569,444 | — | — | 15.18% | $29.6M | — |
As of 2025 Q4 — sorted by position size