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 BLACKROCK ETF TRUST (DYNF). 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 | 135,178 | -560 | -0.4% | 3.35% | $8.3M | $60.65 |
| 2025 Q3 | ADDED | 135,738 | +13,978 | +11.5% | 3.39% | $8.0M | $58.91 |
| 2025 Q2 | ADDED | 121,760 | +1,099 | +0.9% | 3.40% | $6.8M | $54.08 |
| 2025 Q1 | ADDED | 120,661 | +1,867 | +1.6% | 3.21% | $5.9M | $48.25 |
| 2024 Q4 | REDUCED | 118,794 | -1,970 | -1.6% | 3.20% | $6.1M | $50.54 |
| 2024 Q3 | ADDED | 120,764 | +3,919 | +3.4% | 3.19% | $6.0M | $48.67 |
| 2024 Q2 | ADDED | 116,845 | +14,627 | +14.3% | 3.19% | $5.5M | $46.08 |
| 2024 Q1 | INITIATED | 102,218 | — | — | 2.83% | $4.5M | — |
As of 2025 Q4 — sorted by position size