Ownership history in FFT WEALTH MANAGEMENT LLC · 16 quarters on record
This page tracks every 13F SEC filing in which FFT WEALTH MANAGEMENT LLC reported a position in ISHARES TR (IVLU). 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 Q3 | REDUCED | 5,829 | -4,910 | -45.7% | 0.04% | $207K | $34.84 |
| 2025 Q1 | REDUCED | 10,739 | -6,083 | -36.2% | 0.07% | $325K | $29.12 |
| 2024 Q4 | ADDED | 16,822 | +4,299 | +34.3% | 0.03% | $456K | $26.05 |
| 2024 Q3 | REDUCED | 12,523 | -6,220 | -33.2% | 0.03% | $370K | $27.80 |
| 2024 Q2 | REDUCED | 18,743 | -4,168 | -18.2% | 0.05% | $514K | $25.84 |
| 2024 Q1 | REDUCED | 22,911 | -420,433 | -94.8% | 0.06% | $647K | $25.98 |
| 2023 Q4 | REDUCED | 443,344 | -1,572,381 | -78.0% | 1.02% | $11.8M | $24.40 |
| 2023 Q3 | UNCHANGED | 2,015,725 | — | 0% | 6.58% | $51.1M | $22.80 |
| 2023 Q2 | ADDED | 2,015,725 | +115,157 | +6.1% | 6.37% | $51.3M | $22.88 |
| 2023 Q1 | ADDED | 1,900,568 | +6,311 | +0.3% | 5.85% | $47.1M | $21.74 |
As of 2025 Q4 — sorted by position size