Ownership history in Etesian Wealth Advisors, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in ISHARES TR (IWF). 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 | 10,431 | -56 | -0.5% | 1.55% | $4.9M | $472.88 |
| 2025 Q3 | REDUCED | 10,487 | -116 | -1.1% | 1.62% | $4.9M | $467.53 |
| 2025 Q2 | REDUCED | 10,603 | -110 | -1.0% | 1.68% | $4.5M | $423.39 |
| 2025 Q1 | REDUCED | 10,713 | -106 | -1.0% | 1.67% | $3.9M | $359.72 |
| 2024 Q4 | ADDED | 10,819 | +49 | +0.5% | 1.92% | $4.3M | $399.63 |
| 2024 Q3 | ADDED | 10,770 | +2,313 | +27.4% | 1.83% | $4.0M | $373.18 |
| 2024 Q2 | ADDED | 8,457 | +182 | +2.2% | 1.73% | $3.1M | $361.83 |
| 2024 Q1 | REDUCED | 8,275 | -43 | -0.5% | 1.60% | $2.8M | $334.19 |
| 2023 Q4 | REDUCED | 8,318 | -285 | -3.3% | 1.52% | $2.5M | $300.20 |
| 2023 Q3 | INITIATED | 8,603 | — | — | 1.34% | $1.8M | — |
As of 2025 Q4 — sorted by position size