Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in ISHARES TR (ICSH). 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 | 129,029 | +4,829 | +3.9% | 1.58% | $6.5M | $50.25 |
| 2025 Q3 | ADDED | 124,200 | +4,979 | +4.2% | 1.71% | $6.3M | $49.68 |
| 2025 Q2 | ADDED | 119,221 | +369 | +0.3% | 1.83% | $6.0M | $49.06 |
| 2025 Q1 | ADDED | 118,852 | +1,443 | +1.2% | 1.81% | $6.0M | $48.49 |
| 2024 Q4 | ADDED | 117,409 | +1,499 | +1.3% | 1.80% | $5.9M | $47.87 |
| 2024 Q3 | ADDED | 115,910 | +10,664 | +10.1% | 1.88% | $5.9M | $47.36 |
| 2024 Q2 | REDUCED | 105,246 | -167 | -0.2% | 1.96% | $5.3M | $46.54 |
| 2024 Q1 | ADDED | 105,413 | +10,371 | +10.9% | 2.11% | $5.3M | $45.95 |
| 2023 Q4 | INITIATED | 95,042 | — | — | 2.14% | $4.8M | — |
As of 2025 Q4 — sorted by position size