Ownership history in KWB Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in ISHARES TR (IVLU). 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 | 584,574 | -214,933 | -26.9% | 2.11% | $22.2M | $38.05 |
| 2025 Q3 | ADDED | 799,507 | +337,307 | +73.0% | 2.91% | $26.3M | $34.84 |
| 2025 Q2 | REDUCED | 462,200 | -130,523 | -22.0% | 1.70% | $14.0M | $32.30 |
| 2025 Q1 | ADDED | 592,723 | +88,873 | +17.6% | 1.94% | $16.1M | $29.12 |
As of 2025 Q4 — sorted by position size