Ownership history in MONEYWISE, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in ISHARES TR (IUSB). 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 | 72,721 | -16,729 | -18.7% | 1.41% | $3.4M | $46.22 |
| 2025 Q3 | ADDED | 89,450 | +9,658 | +12.1% | 1.89% | $4.2M | $45.75 |
| 2025 Q2 | REDUCED | 79,792 | -9,362 | -10.5% | 1.73% | $3.7M | $44.80 |
| 2025 Q1 | REDUCED | 89,154 | -27,434 | -23.5% | 2.18% | $4.1M | $44.18 |
| 2024 Q4 | REDUCED | 116,588 | -918 | -0.8% | 2.64% | $5.3M | $43.04 |
| 2024 Q3 | ADDED | 117,506 | +2,438 | +2.1% | 2.72% | $5.5M | $44.26 |
| 2024 Q2 | ADDED | 115,068 | +36,521 | +46.5% | 2.76% | $5.2M | $42.05 |
| 2024 Q1 | INITIATED | 78,547 | — | — | 1.95% | $3.6M | — |
As of 2025 Q4 — sorted by position size