Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in ISHARES TR (IWD). 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 | 88,901 | +77,146 | +656.3% | 0.61% | $18.7M | $209.54 |
| 2025 Q3 | ADDED | 11,755 | +4,011 | +51.8% | 0.08% | $2.4M | $201.84 |
| 2025 Q2 | REDUCED | 7,744 | -32,950 | -81.0% | 0.06% | $1.5M | $191.71 |
| 2025 Q1 | REDUCED | 40,694 | -84,594 | -67.5% | 0.31% | $7.7M | $184.90 |
| 2024 Q4 | ADDED | 125,288 | +119,057 | +1910.7% | 0.95% | $23.2M | $181.15 |
| 2024 Q3 | ADDED | 6,231 | +44 | +0.7% | 0.05% | $1.2M | $184.76 |
| 2024 Q2 | REDUCED | 6,187 | -20,197 | -76.6% | 0.05% | $1.1M | $168.92 |
| 2024 Q1 | ADDED | 26,384 | +14,925 | +130.2% | 0.24% | $4.4M | $172.73 |
| 2023 Q4 | ADDED | 11,459 | +3,539 | +44.7% | 0.11% | $1.9M | $158.67 |
| 2023 Q3 | REDUCED | 7,920 | -860 | -9.8% | 0.08% | $1.2M | $144.92 |
As of 2025 Q4 — sorted by position size