IBTG — ISHARES TR

Ownership history in EVEXIA WEALTH LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which EVEXIA WEALTH LLC reported a position in ISHARES TR (IBTG). 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.

Peak position
0.24% (2024 Q1)
Avg. % of fund
0.16%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 15,255 +824 +5.7% 0.10% $350K $22.51
2025 Q2 REDUCED 14,431 -11,322 -44.0% 0.10% $330K $22.26
2025 Q1 ADDED 25,753 +760 +3.0% 0.21% $589K $22.04
2024 Q4 ADDED 24,993 +15,882 +174.3% 0.19% $569K $21.77
2024 Q3 REDUCED 9,111 -16,766 -64.8% 0.07% $208K $21.72
2024 Q1 ADDED 25,877 +2,470 +10.6% 0.24% $583K $20.94
2023 Q4 INITIATED 23,407 — — 0.23% $533K —
% of Fund (quarterly)    IBTG price (monthly, adj. close)

Other funds also holding IBTG

As of 2025 Q4 — sorted by position size

Horizon Advisory Services, Inc. 9.96% Denver PWM, LLC 3Y 7Y 5.98% MKT Advisors LLC 3Y 5.9% MOSELEY INVESTMENT MANAGEMENT INC 3Y 5.82% Wealth Management Strategies, Inc. 5.46% KOM Wealth Management Group, LLC 3Y 3.95% Atlantic Private Wealth, LLC 3Y 3.74% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.69% Stephens Consulting, LLC 3Y 2.94% Scissortail Wealth Management, LLC 3Y 2.74%
← Back to EVEXIA WEALTH LLC Holdings