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 (IVE). 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 | 21,077 | +1,434 | +7.3% | 2.01% | $4.4M | $211.29 |
| 2024 Q4 | ADDED | 19,643 | +1,886 | +10.6% | 2.40% | $3.9M | $186.96 |
| 2024 Q3 | ADDED | 17,757 | +1,689 | +10.5% | 2.41% | $3.5M | $192.07 |
| 2024 Q2 | ADDED | 16,068 | +1,882 | +13.3% | 2.49% | $2.9M | $176.28 |
| 2024 Q1 | ADDED | 14,186 | +6,204 | +77.7% | 2.49% | $2.7M | $180.10 |
| 2023 Q4 | INITIATED | 7,982 | — | — | 1.37% | $1.4M | — |
As of 2025 Q4 — sorted by position size