Ownership history in Sanchez Wealth Management Group · 29 quarters on record
This page tracks every 13F SEC filing in which Sanchez Wealth Management Group reported a position in ISHARES TR (IVV). 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 | 41,863 | -613 | -1.4% | 6.13% | $28.7M | $683.12 |
| 2025 Q3 | REDUCED | 42,476 | -587 | -1.4% | 6.31% | $28.4M | $665.17 |
| 2025 Q2 | REDUCED | 43,063 | -321 | -0.7% | 6.45% | $26.7M | $615.21 |
| 2025 Q1 | ADDED | 43,384 | +94 | +0.2% | 6.62% | $24.4M | $555.02 |
| 2024 Q4 | ADDED | 43,290 | +2,408 | +5.9% | 6.96% | $25.5M | $579.67 |
| 2024 Q3 | ADDED | 40,882 | +110 | +0.3% | 7.19% | $23.6M | $566.00 |
| 2024 Q2 | REDUCED | 40,772 | -33 | -0.1% | 7.23% | $22.3M | $534.89 |
| 2024 Q1 | ADDED | 40,805 | +63 | +0.2% | 7.26% | $21.5M | $512.33 |
| 2023 Q4 | REDUCED | 40,742 | -283 | -0.7% | 7.09% | $19.5M | $463.98 |
| 2023 Q3 | REDUCED | 41,025 | -199 | -0.5% | 7.11% | $17.6M | $415.48 |
As of 2025 Q4 — sorted by position size