Ownership history in Shared Vision Wealth Group LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in ISHARES TR (CMF). 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 Q3 | REDUCED | 4,410 | -97 | -2.2% | 0.11% | $254K | $56.21 |
| 2025 Q2 | REDUCED | 4,507 | -6,855 | -60.3% | 0.12% | $250K | $54.51 |
| 2025 Q1 | ADDED | 11,362 | +2 | +0.0% | 0.35% | $639K | $54.62 |
| 2024 Q4 | ADDED | 11,360 | +5 | +0.0% | 0.34% | $651K | $55.32 |
| 2024 Q3 | ADDED | 11,355 | +2,615 | +29.9% | 0.35% | $660K | $55.60 |
| 2024 Q2 | ADDED | 8,740 | +3,585 | +69.5% | 0.29% | $497K | $54.05 |
| 2024 Q1 | ADDED | 5,155 | +2 | +0.0% | 0.19% | $297K | $54.29 |
| 2023 Q4 | INITIATED | 5,153 | — | — | 0.20% | $299K | — |
As of 2025 Q4 — sorted by position size