Ownership history in MOLLER WEALTH PARTNERS · 65 quarters on record
This page tracks every 13F SEC filing in which MOLLER WEALTH PARTNERS reported a position in ISHARES TR INDEX S&P 500 INDEX (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 | REDUCED | 36,288 | -2,936 | -7.5% | 5.20% | $24.9M | $683.12 |
| 2025 Q3 | REDUCED | 39,224 | -1,224 | -3.0% | 5.48% | $26.3M | $665.17 |
| 2025 Q2 | ADDED | 40,448 | +922 | +2.3% | 5.55% | $25.1M | $615.21 |
| 2025 Q1 | ADDED | 39,526 | +1,075 | +2.8% | 5.49% | $22.2M | $555.02 |
| 2024 Q4 | REDUCED | 38,451 | -2,101 | -5.2% | 5.95% | $22.6M | $579.67 |
| 2024 Q3 | REDUCED | 40,552 | -243 | -0.6% | 5.85% | $23.4M | $566.00 |
| 2024 Q2 | ADDED | 40,795 | +2,549 | +6.7% | 5.96% | $22.3M | $534.89 |
| 2024 Q1 | REDUCED | 38,246 | -1,819 | -4.5% | 5.45% | $20.1M | $512.33 |
| 2023 Q4 | ADDED | 40,065 | +1,208 | +3.1% | 5.39% | $19.1M | $463.98 |
| 2023 Q3 | REDUCED | 38,857 | -1,407 | -3.5% | 5.30% | $16.7M | $415.48 |
As of 2025 Q4 — sorted by position size