Ownership history in ENZI WEALTH · 14 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in ISHARES TR (IQLT). 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 | REDUCED | 316,515 | -213,347 | -40.3% | 5.25% | $14.9M | $45.45 |
| 2025 Q3 | ADDED | 529,862 | +1,822 | +0.3% | 8.33% | $23.7M | $43.76 |
| 2025 Q2 | REDUCED | 528,040 | -9,647 | -1.8% | 8.32% | $22.7M | $42.79 |
| 2025 Q1 | ADDED | 537,687 | +3,076 | +0.6% | 8.90% | $22.0M | $38.75 |
As of 2025 Q4 — sorted by position size