TLH — ISHARES TR

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 (TLH). 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.

Peak position
1.14% (2025 Q4)
Avg. % of fund
0.49%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,261 +18,972 +358.7% 1.14% $2.5M $100.96
2024 Q4 ADDED 5,289 +699 +15.2% 0.33% $530K $94.83
2024 Q3 ADDED 4,590 +509 +12.5% 0.33% $477K $102.73
2024 Q2 ADDED 4,081 +138 +3.5% 0.36% $419K $95.53
2024 Q1 ADDED 3,943 +169 +4.5% 0.39% $414K $96.67
2023 Q4 INITIATED 3,774 — — 0.40% $409K —
% of Fund (quarterly)    TLH price (monthly, adj. close)

Other funds also holding TLH

As of 2025 Q4 — sorted by position size

Forum Financial Management, LP 3Y 11.24% RS CRUM INC. 3Y 6.4% Watchman Group, Inc. 3Y 6.28% Veltria Advisors Corp. 3Y 5.67% Bedminster, LLC 4.32% Cerity Partners OCIO LLC 3Y 7Y 4.03% High Falls Advisors, Inc 3Y 7Y 3.55% Commonwealth Financial Services, LLC 3Y 7Y 3.5% Evergreen Private Wealth LLC 3.27% Kelly Financial Services LLC 3.23%
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