Ownership history in Foster Group, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Foster Group, Inc. reported a position in ISHARES TR (MTUM). 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 | 308,335 | +7,094 | +2.4% | 2.33% | $77.2M | $250.09 |
| 2025 Q3 | ADDED | 301,241 | +2,207 | +0.7% | 2.42% | $77.3M | $255.53 |
| 2025 Q2 | REDUCED | 299,034 | -54 | -0.0% | 2.46% | $71.9M | $238.89 |
| 2025 Q1 | ADDED | 299,088 | +1,081 | +0.4% | 2.26% | $60.5M | $200.51 |
| 2024 Q4 | ADDED | 298,007 | +15,032 | +5.3% | 2.35% | $61.7M | $204.74 |
| 2024 Q3 | ADDED | 282,975 | +5,035 | +1.8% | 2.14% | $57.4M | $199.93 |
| 2024 Q2 | ADDED | 277,940 | +205,017 | +281.1% | 2.13% | $54.2M | $191.73 |
| 2024 Q1 | ADDED | 72,923 | +6,420 | +9.7% | 0.68% | $13.7M | $184.14 |
| 2023 Q4 | UNCHANGED | 66,503 | — | 0% | 0.57% | $9.3M | $154.07 |
| 2023 Q3 | ADDED | 66,503 | +4,128 | +6.6% | 0.57% | $9.3M | $136.87 |
As of 2025 Q4 — sorted by position size