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 (IVV). 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 | 54,852 | -6,090 | -10.0% | 13.41% | $38.0M | $683.12 |
| 2025 Q3 | REDUCED | 60,942 | -363 | -0.6% | 14.23% | $40.5M | $665.17 |
| 2025 Q2 | REDUCED | 61,305 | -727 | -1.2% | 14.07% | $38.4M | $615.21 |
| 2025 Q1 | ADDED | 62,032 | +1,235 | +2.0% | 13.79% | $34.1M | $555.02 |
As of 2025 Q4 — sorted by position size