IGV — ISHARES TR

Ownership history in Seven Springs Wealth Group, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Seven Springs Wealth Group, LLC reported a position in ISHARES TR (IGV). 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.

Peak position
2.81% (2025 Q4)
Avg. % of fund
1.71%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 93,075 +3,239 +3.6% 2.81% $9.8M $105.69
2025 Q3 ADDED 89,836 +9,411 +11.7% 2.50% $10.3M $115.01
2025 Q2 ADDED 80,425 +11,598 +16.9% 2.18% $8.8M $109.50
2025 Q1 ADDED 68,827 +12,614 +22.4% 2.18% $6.1M $88.99
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGV price (monthly, adj. close)

Other funds also holding IGV

As of 2025 Q4 — sorted by position size

Laura & John Arnold Foundation 27.53% Altus Wealth Management, LLC 3Y 4.09% SFI Advisors, LLC 3Y 3.92% Spruce Point Capital Management, LLC 3.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.62% SP Asset Management LLC 3Y 3.49% Ebert Capital Management Inc. 2.93% Black Swift Group, LLC 3Y 2.69% Silverleafe Capital Partners, LLC 3Y 7Y 2.43% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.4%
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