Ownership history in Meredith Wealth Planning · 4 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in ISHARES TR (IBDQ). 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 Q3 | ADDED | 16,583 | +174 | +1.1% | 0.13% | $418K | $24.93 |
| 2025 Q2 | ADDED | 16,409 | +168 | +1.0% | 0.15% | $413K | $24.66 |
| 2025 Q1 | ADDED | 16,241 | +107 | +0.7% | 0.18% | $408K | $24.38 |
| 2024 Q4 | INITIATED | 16,134 | — | — | 0.18% | $404K | $24.12 |
As of 2025 Q4 — sorted by position size