Ownership history in KWB Wealth · 7 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in ISHARES TR (IGV). 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 | 2,805 | -3,704 | -56.9% | 0.03% | $307K | $115.01 |
| 2025 Q2 | REDUCED | 6,509 | -2,899 | -30.8% | 0.07% | $579K | $109.50 |
| 2025 Q1 | ADDED | 9,408 | +482 | +5.4% | 0.11% | $942K | $88.99 |
| 2024 Q4 | ADDED | 8,926 | +1,893 | +26.9% | 0.10% | $798K | $100.12 |
| 2024 Q3 | REDUCED | 7,033 | -2,469 | -26.0% | 0.08% | $611K | $89.37 |
| 2024 Q2 | UNCHANGED | 9,502 | — | 0% | 0.11% | $810K | $86.90 |
| 2024 Q1 | INITIATED | 9,502 | — | — | 0.11% | $810K | — |
As of 2025 Q4 — sorted by position size