ISCV — ISHARES TR

Ownership history in MB Generational Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in ISHARES TR (ISCV). 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
3.97% (2025 Q3)
Avg. % of fund
1.73%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 88,015 -5,878 -6.3% 3.19% $6.0M $68.50
2025 Q3 ADDED 93,893 +70,478 +301.0% 3.97% $6.3M $66.18
2025 Q1 UNCHANGED 23,415 — 0% 1.04% $1.4M $58.28
2024 Q4 UNCHANGED 23,415 — 0% 1.09% $1.5M $62.06
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISCV price (monthly, adj. close)

Other funds also holding ISCV

As of 2025 Q4 — sorted by position size

VAUGHAN & Co SECURITIES, INC. 3Y 10.66% Viewpoint Capital Management LLC 3Y 1.35% Steele Capital Management, Inc. 0.55% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 0.5% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.47% SGL Investment Advisors, Inc. 0.4% JIM SAULNIER & ASSOCIATES, LLC 0.36% Northwest Wealth Advisors, LLC 0.35% Black Diamond Financial, LLC 3Y 7Y 0.33% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.32%
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