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 (USMV). 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 | 37,879 | -103,920 | -73.3% | 1.26% | $3.6M | $93.77 |
| 2025 Q3 | ADDED | 141,799 | +1,583 | +1.1% | 4.65% | $13.2M | $94.36 |
| 2025 Q2 | REDUCED | 140,216 | -422 | -0.3% | 4.76% | $13.0M | $92.74 |
| 2025 Q1 | REDUCED | 140,638 | -496 | -0.4% | 5.17% | $12.8M | $92.21 |
| 2024 Q4 | ADDED | 141,134 | +4,124 | +3.0% | 4.87% | $12.8M | $87.11 |
| 2024 Q3 | ADDED | 137,010 | +5,915 | +4.5% | 4.96% | $12.7M | $89.17 |
| 2024 Q2 | ADDED | 131,095 | +1,452 | +1.1% | 4.85% | $11.0M | $81.63 |
| 2024 Q1 | REDUCED | 129,643 | -5,505 | -4.1% | 4.87% | $10.4M | $80.97 |
| 2023 Q4 | REDUCED | 135,148 | -19,206 | -12.4% | 5.17% | $10.8M | $75.26 |
| 2023 Q3 | ADDED | 154,354 | +166 | +0.1% | 5.97% | $11.3M | $69.43 |
As of 2025 Q4 — sorted by position size