Ownership history in Intelligence Driven Advisers, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in ISHARES TR (IWV). 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 | 11,825 | -605 | -4.9% | 0.65% | $4.6M | $386.09 |
| 2025 Q3 | REDUCED | 12,430 | -936 | -7.0% | 0.65% | $4.7M | $377.14 |
| 2025 Q2 | REDUCED | 13,366 | -1,024 | -7.1% | 0.71% | $4.7M | $348.46 |
| 2025 Q1 | REDUCED | 14,390 | -510 | -3.4% | 0.88% | $4.6M | $314.51 |
| 2024 Q4 | REDUCED | 14,900 | -10,293 | -40.9% | 0.94% | $5.0M | $330.11 |
| 2024 Q3 | REDUCED | 25,193 | -1,617 | -6.0% | 1.18% | $8.2M | $321.74 |
| 2024 Q2 | REDUCED | 26,810 | -1,649 | -5.8% | 1.17% | $8.3M | $302.95 |
| 2024 Q1 | REDUCED | 28,459 | -6,763 | -19.2% | 1.26% | $8.5M | $293.77 |
| 2023 Q4 | REDUCED | 35,222 | -5,029 | -12.5% | 1.57% | $9.7M | $267.31 |
| 2023 Q3 | REDUCED | 40,251 | -3,212 | -7.4% | 1.74% | $9.8M | $238.38 |
As of 2025 Q4 — sorted by position size