Ownership history in PERSONAL CFO SOLUTIONS, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, LLC reported a position in ISHARES TR (IWM). 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 | 59,141 | -3,790 | -6.0% | 2.31% | $14.6M | $245.72 |
| 2025 Q3 | ADDED | 62,931 | +59,446 | +1705.8% | 2.67% | $15.2M | $240.72 |
| 2025 Q2 | REDUCED | 3,485 | -179 | -4.9% | 0.14% | $752K | $214.08 |
| 2025 Q1 | ADDED | 3,664 | +252 | +7.4% | 0.15% | $731K | $197.36 |
| 2024 Q4 | ADDED | 3,412 | +40 | +1.2% | 0.15% | $754K | $218.11 |
| 2024 Q3 | REDUCED | 3,372 | -862 | -20.4% | 0.10% | $745K | $217.40 |
| 2024 Q2 | REDUCED | 4,234 | -95,050 | -95.7% | 0.13% | $859K | $199.01 |
| 2024 Q1 | REDUCED | 99,284 | -6,194 | -5.9% | 3.26% | $20.9M | $205.70 |
| 2023 Q4 | ADDED | 105,478 | +4,819 | +4.8% | 3.67% | $21.2M | $195.82 |
| 2023 Q3 | ADDED | 100,659 | +97,482 | +3068.4% | 3.52% | $17.8M | $171.81 |
As of 2025 Q4 — sorted by position size