Ownership history in Mosley Wealth Management · 6 quarters on record
This page tracks every 13F SEC filing in which Mosley Wealth Management 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 | ADDED | 208,223 | +11,502 | +5.8% | 4.45% | $9.7M | $46.22 |
| 2024 Q4 | REDUCED | 196,721 | -5,904 | -2.9% | 5.54% | $8.9M | $43.04 |
| 2024 Q3 | ADDED | 202,625 | +46,654 | +29.9% | 6.37% | $9.3M | $44.26 |
| 2024 Q2 | REDUCED | 155,971 | -10,521 | -6.3% | 6.01% | $7.1M | $42.05 |
| 2024 Q1 | ADDED | 166,492 | +14,826 | +9.8% | 7.12% | $7.6M | $41.97 |
| 2023 Q4 | INITIATED | 151,666 | — | — | 6.89% | $7.0M | — |
As of 2025 Q4 — sorted by position size