Ownership history in KWB Wealth · 2 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in BLACKROCK ETF TRUST (THRO). 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 | 377,437 | +44,850 | +13.5% | 1.38% | $14.6M | $38.54 |
| 2025 Q3 | INITIATED | 332,587 | — | — | 1.31% | $11.8M | $37.83 |
As of 2025 Q4 — sorted by position size