Ownership history in EHRLICH FINANCIAL GROUP · 9 quarters on record
This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in ISHARES TR (IVE). 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 | 52,010 | +8,875 | +20.6% | 6.28% | $11.0M | $211.29 |
| 2025 Q3 | ADDED | 43,135 | +1,601 | +3.9% | 5.29% | $8.9M | $204.79 |
| 2025 Q2 | REDUCED | 41,534 | -712 | -1.7% | 5.26% | $8.1M | $192.97 |
| 2025 Q1 | ADDED | 42,246 | +5,604 | +15.3% | 5.87% | $8.1M | $187.40 |
| 2024 Q4 | REDUCED | 36,642 | -811 | -2.2% | 4.97% | $7.0M | $186.96 |
| 2024 Q3 | REDUCED | 37,453 | -6,174 | -14.2% | 5.27% | $7.4M | $192.07 |
| 2024 Q2 | ADDED | 43,627 | +8,672 | +24.8% | 6.27% | $7.9M | $176.28 |
| 2024 Q1 | ADDED | 34,955 | +11,320 | +47.9% | 5.50% | $6.5M | $180.10 |
| 2023 Q4 | INITIATED | 23,635 | — | — | 4.12% | $4.1M | — |
As of 2025 Q4 — sorted by position size