Ownership history in Nova R Wealth, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Nova R Wealth, Inc. reported a position in ISHARES TR (LRGF). 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 | 102,195 | +1,359 | +1.3% | 2.59% | $7.1M | $69.25 |
| 2025 Q3 | ADDED | 100,836 | +199 | +0.2% | 2.95% | $7.0M | $68.65 |
| 2025 Q2 | ADDED | 100,637 | +258 | +0.3% | 3.00% | $6.5M | $63.55 |
| 2025 Q1 | ADDED | 100,379 | +221 | +0.2% | 2.88% | $5.8M | $57.18 |
| 2024 Q4 | ADDED | 100,158 | +259 | +0.3% | 3.05% | $6.0M | $59.45 |
| 2024 Q3 | ADDED | 99,899 | +282 | +0.3% | 2.89% | $5.9M | $57.71 |
| 2024 Q2 | ADDED | 99,617 | +205 | +0.2% | 2.86% | $5.5M | $54.48 |
| 2024 Q1 | REDUCED | 99,412 | -185 | -0.2% | 2.79% | $5.3M | $52.50 |
| 2023 Q4 | ADDED | 99,597 | +664 | +0.7% | 3.03% | $4.8M | $46.96 |
| 2023 Q3 | UNCHANGED | 98,933 | — | 0% | 2.96% | $4.3M | $41.96 |
As of 2025 Q4 — sorted by position size