Ownership history in MilWealth Group LLC · 12 quarters on record
This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in ISHARES TR (IVV). 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 | UNCHANGED | 578 | — | 0% | 0.09% | $396K | $683.12 |
| 2025 Q3 | UNCHANGED | 578 | — | 0% | 0.09% | $387K | $665.17 |
| 2025 Q2 | UNCHANGED | 578 | — | 0% | 0.09% | $359K | $615.21 |
| 2025 Q1 | REDUCED | 578 | -39 | -6.3% | 0.09% | $325K | $555.02 |
| 2024 Q4 | UNCHANGED | 617 | — | 0% | 0.10% | $363K | $579.67 |
| 2024 Q3 | UNCHANGED | 617 | — | 0% | 0.10% | $356K | $566.00 |
| 2024 Q2 | REDUCED | 617 | -108 | -14.9% | 0.11% | $338K | $534.89 |
| 2024 Q1 | REDUCED | 725 | -93 | -11.4% | 0.12% | $381K | $512.33 |
| 2023 Q4 | UNCHANGED | 818 | — | 0% | 0.13% | $391K | $463.98 |
| 2023 Q3 | REDUCED | 818 | -109 | -11.8% | 0.14% | $351K | $415.48 |
As of 2025 Q4 — sorted by position size