Ownership history in Laurel Wealth Planning LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Laurel Wealth Planning LLC reported a position in ISHARES TR (IVV). 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 | 6,070 | -1,798 | -22.9% | 2.30% | $4.2M | $683.12 |
| 2025 Q3 | REDUCED | 7,868 | -1,157 | -12.8% | 2.79% | $5.3M | $665.17 |
| 2025 Q2 | ADDED | 9,025 | +4,256 | +89.2% | 3.19% | $5.6M | $615.21 |
| 2025 Q1 | REDUCED | 4,769 | -5 | -0.1% | 1.78% | $2.7M | $555.02 |
| 2024 Q4 | REDUCED | 4,774 | -305 | -6.0% | 1.81% | $2.8M | $579.67 |
| 2024 Q3 | REDUCED | 5,079 | -78 | -1.5% | 1.91% | $2.9M | $566.00 |
| 2024 Q2 | REDUCED | 5,157 | -59 | -1.1% | 1.96% | $2.8M | $534.89 |
| 2024 Q1 | REDUCED | 5,216 | -358 | -6.4% | 1.82% | $2.7M | $512.33 |
| 2023 Q4 | REDUCED | 5,574 | -559 | -9.1% | 1.88% | $2.7M | $463.98 |
| 2023 Q3 | REDUCED | 6,133 | -474 | -7.2% | 2.05% | $2.6M | $415.48 |
As of 2025 Q4 — sorted by position size