Ownership history in EVERMAY WEALTH MANAGEMENT LLC · 49 quarters on record
This page tracks every 13F SEC filing in which EVERMAY WEALTH MANAGEMENT LLC reported a position in ISHARES (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 | 39,828 | -1,395 | -3.4% | 3.06% | $27.3M | $683.12 |
| 2025 Q3 | REDUCED | 41,223 | -1,423 | -3.3% | 3.16% | $27.6M | $665.17 |
| 2025 Q2 | REDUCED | 42,646 | -2,017 | -4.5% | 3.26% | $26.5M | $615.21 |
| 2025 Q1 | REDUCED | 44,663 | -3,632 | -7.5% | 3.30% | $25.1M | $555.02 |
| 2024 Q4 | REDUCED | 48,295 | -2,216 | -4.4% | 4.31% | $28.4M | $579.67 |
| 2024 Q3 | REDUCED | 50,511 | -1,211 | -2.3% | 4.68% | $29.1M | $566.00 |
| 2024 Q2 | REDUCED | 51,722 | -162 | -0.3% | 4.54% | $28.3M | $534.89 |
| 2024 Q1 | ADDED | 51,884 | +8,881 | +20.7% | 4.12% | $27.3M | $512.33 |
| 2023 Q4 | REDUCED | 43,003 | -1,138 | -2.6% | 3.79% | $20.5M | $463.98 |
| 2023 Q3 | ADDED | 44,141 | +511 | +1.2% | 3.89% | $19.0M | $415.48 |
As of 2025 Q4 — sorted by position size