Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, LLC reported a position in ISHARES TR (IWF). 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 | 10,789 | -45 | -0.4% | 2.07% | $5.1M | $472.88 |
| 2025 Q3 | ADDED | 10,834 | +4 | +0.0% | 2.11% | $5.1M | $467.53 |
| 2025 Q2 | ADDED | 10,830 | +4 | +0.0% | 2.11% | $4.6M | $423.39 |
| 2025 Q1 | REDUCED | 10,826 | -28 | -0.3% | 1.95% | $3.9M | $359.72 |
| 2024 Q4 | ADDED | 10,854 | +68 | +0.6% | 2.12% | $4.4M | $399.63 |
| 2024 Q3 | REDUCED | 10,786 | -174 | -1.6% | 2.33% | $4.0M | $373.18 |
| 2024 Q2 | REDUCED | 10,960 | -611 | -5.3% | 2.41% | $4.0M | $361.83 |
| 2024 Q1 | ADDED | 11,571 | +10 | +0.1% | 2.50% | $3.9M | $334.19 |
| 2023 Q4 | REDUCED | 11,561 | -119 | -1.0% | 2.44% | $3.5M | $300.20 |
| 2023 Q3 | REDUCED | 11,680 | -261 | -2.2% | 2.46% | $3.1M | $262.86 |
As of 2025 Q4 — sorted by position size