Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in ISHARES TR CORE S&P US VLU (IUSV). 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 | ADDED | 300,457 | +330 | +0.1% | 8.86% | $30.8M | $102.15 |
| 2025 Q3 | ADDED | 300,127 | +8,258 | +2.8% | 8.72% | $30.0M | $99.04 |
| 2025 Q2 | ADDED | 291,869 | +5,932 | +2.1% | 8.61% | $27.6M | $93.32 |
| 2025 Q1 | ADDED | 285,937 | +4,382 | +1.6% | 8.83% | $26.4M | $90.59 |
| 2024 Q4 | ADDED | 281,555 | +198 | +0.1% | 8.69% | $26.1M | $90.52 |
| 2024 Q3 | REDUCED | 281,357 | -28,892 | -9.3% | 8.94% | $26.9M | $92.82 |
| 2024 Q2 | REDUCED | 310,249 | -14,912 | -4.6% | 9.83% | $27.3M | $85.15 |
| 2024 Q1 | REDUCED | 325,161 | -4,353 | -1.3% | 10.55% | $29.4M | $86.96 |
| 2023 Q4 | ADDED | 329,514 | +14,938 | +4.7% | 10.76% | $27.8M | $80.69 |
| 2023 Q3 | REDUCED | 314,576 | -2,124 | -0.7% | 10.11% | $23.5M | $71.05 |
As of 2025 Q4 — sorted by position size