Ownership history in KWB Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in ISHARES TR (IUSB). 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 | 456,365 | -33,323 | -6.8% | 2.01% | $21.2M | $46.22 |
| 2025 Q3 | ADDED | 489,688 | +38,681 | +8.6% | 2.50% | $22.6M | $45.75 |
| 2025 Q2 | ADDED | 451,007 | +196,201 | +77.0% | 2.53% | $20.8M | $44.80 |
| 2025 Q1 | REDUCED | 254,806 | -76,914 | -23.2% | 1.39% | $11.5M | $44.18 |
As of 2025 Q4 — sorted by position size