Ownership history in Meredith Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in ISHARES TR (IMTM). 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 | 238,317 | +4,356 | +1.9% | 3.40% | $11.4M | $47.97 |
| 2025 Q3 | REDUCED | 233,961 | -3,964 | -1.7% | 3.55% | $11.2M | $46.21 |
| 2025 Q2 | ADDED | 237,925 | +9,042 | +4.0% | 3.95% | $10.9M | $44.10 |
| 2025 Q1 | REDUCED | 228,883 | -2,050 | -0.9% | 4.03% | $9.1M | $38.09 |
| 2024 Q4 | ADDED | 230,933 | +10,720 | +4.9% | 3.85% | $8.6M | $35.67 |
| 2024 Q3 | REDUCED | 220,213 | -1,337 | -0.6% | 4.24% | $8.9M | $37.94 |
| 2024 Q2 | REDUCED | 221,550 | -90 | -0.0% | 4.49% | $8.6M | $36.35 |
| 2024 Q1 | ADDED | 221,640 | +191 | +0.1% | 4.85% | $8.7M | $36.38 |
| 2023 Q4 | REDUCED | 221,449 | -62,299 | -22.0% | 4.72% | $7.6M | $31.80 |
| 2023 Q3 | ADDED | 283,748 | +3,761 | +1.3% | 6.64% | $8.9M | $28.89 |
As of 2025 Q4 — sorted by position size