Ownership history in Echo Wealth Management, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in ISHARES TR (IWD). 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 Q3 | UNCHANGED | 1,423 | — | 0% | 0.17% | $290K | $201.84 |
| 2025 Q2 | REDUCED | 1,423 | -5 | -0.4% | 0.17% | $276K | $191.71 |
| 2025 Q1 | REDUCED | 1,428 | -7 | -0.5% | 0.18% | $269K | $184.90 |
| 2024 Q4 | UNCHANGED | 1,435 | — | 0% | 0.18% | $266K | $181.15 |
| 2024 Q3 | REDUCED | 1,435 | -173 | -10.8% | 0.19% | $272K | $184.76 |
| 2024 Q2 | REDUCED | 1,608 | -11 | -0.7% | 0.21% | $281K | $168.92 |
| 2024 Q1 | REDUCED | 1,619 | -381 | -19.1% | 0.24% | $290K | $172.73 |
| 2023 Q4 | REDUCED | 2,000 | -1,151 | -36.5% | 0.31% | $332K | $158.67 |
| 2023 Q3 | REDUCED | 3,151 | -142 | -4.3% | 0.52% | $478K | $144.92 |
| 2023 Q2 | REDUCED | 3,293 | -501 | -13.2% | 0.57% | $524K | $149.70 |
As of 2025 Q4 — sorted by position size