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 (IQLT). 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 | 163,548 | -1,329 | -0.8% | 1.86% | $7.7M | $45.45 |
| 2025 Q3 | ADDED | 164,877 | +193 | +0.1% | 1.97% | $7.3M | $43.76 |
| 2025 Q2 | ADDED | 164,684 | +3,160 | +2.0% | 2.15% | $7.1M | $42.79 |
| 2025 Q1 | REDUCED | 161,524 | -11,228 | -6.5% | 1.92% | $6.4M | $38.75 |
| 2024 Q4 | ADDED | 172,752 | +37,082 | +27.3% | 1.95% | $6.4M | $36.24 |
| 2024 Q3 | ADDED | 135,670 | +11,016 | +8.8% | 1.80% | $5.6M | $40.05 |
| 2024 Q2 | ADDED | 124,654 | +13,150 | +11.8% | 1.80% | $4.9M | $37.69 |
| 2024 Q1 | ADDED | 111,504 | +5,990 | +5.7% | 1.75% | $4.4M | $37.68 |
| 2023 Q4 | INITIATED | 105,514 | — | — | 1.73% | $3.9M | — |
As of 2025 Q4 — sorted by position size