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 (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 | 17,104 | -6,530 | -27.6% | 5.29% | $11.6M | $683.12 |
| 2024 Q4 | ADDED | 23,634 | +1,347 | +6.0% | 8.85% | $14.3M | $579.67 |
| 2024 Q3 | REDUCED | 22,287 | -1,116 | -4.8% | 8.92% | $13.1M | $566.00 |
| 2024 Q2 | ADDED | 23,403 | +883 | +3.9% | 10.90% | $12.8M | $534.89 |
| 2024 Q1 | REDUCED | 22,520 | -4,736 | -17.4% | 11.11% | $11.8M | $512.33 |
| 2023 Q4 | INITIATED | 27,256 | — | — | 12.84% | $13.0M | — |
As of 2025 Q4 — sorted by position size