Ownership history in PERSONAL CFO SOLUTIONS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC reported a position in ISHARES TR (IQLT). 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 | 120,551 | +4,921 | +4.3% | 0.87% | $5.5M | $45.45 |
| 2025 Q3 | ADDED | 115,630 | +14,784 | +14.7% | 0.90% | $5.1M | $43.76 |
| 2025 Q2 | ADDED | 100,846 | +6,544 | +6.9% | 0.81% | $4.4M | $42.79 |
| 2025 Q1 | REDUCED | 94,302 | -32,392 | -25.6% | 0.76% | $3.7M | $38.75 |
| 2024 Q4 | ADDED | 126,694 | +16,242 | +14.7% | 0.93% | $4.7M | $36.24 |
| 2024 Q3 | ADDED | 110,452 | +25,805 | +30.5% | 0.64% | $4.6M | $40.05 |
| 2024 Q2 | ADDED | 84,647 | +5,776 | +7.3% | 0.51% | $3.3M | $37.69 |
| 2024 Q1 | ADDED | 78,871 | +17,876 | +29.3% | 0.49% | $3.1M | $37.68 |
| 2023 Q4 | ADDED | 60,995 | +5,077 | +9.1% | 0.40% | $2.3M | $35.69 |
| 2023 Q3 | ADDED | 55,918 | +20,079 | +56.0% | 0.37% | $1.9M | $31.62 |
As of 2025 Q4 — sorted by position size