SHV — ISHARES TR

Ownership history in Marks Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in ISHARES TR (SHV). 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.

Peak position
70.88% (2023 Q1)
Avg. % of fund
31.14%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,567 -304,361 -97.3% 0.32% $944K $109.51
2025 Q3 REDUCED 312,928 -167,991 -34.9% 10.68% $34.6M $108.41
2025 Q2 REDUCED 480,919 -929,282 -65.9% 17.22% $53.1M $107.23
2025 Q1 ADDED 1,410,201 +1,339,067 +1882.5% 57.18% $155.8M $106.15
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Able Wealth Management LLC 12.9% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18%
← Back to Marks Wealth, LLC Holdings