Ownership history in Shared Vision Wealth Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in ISHARES TR (EFV). 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 | 92,942 | -6,853 | -6.9% | 2.79% | $6.9M | $71.41 |
| 2025 Q3 | REDUCED | 99,795 | -4,543 | -4.4% | 2.88% | $6.8M | $66.32 |
| 2025 Q2 | ADDED | 104,338 | +14,595 | +16.3% | 3.30% | $6.6M | $62.07 |
| 2025 Q1 | REDUCED | 89,743 | -11,964 | -11.8% | 2.89% | $5.3M | $56.40 |
| 2024 Q4 | ADDED | 101,707 | +8,266 | +8.8% | 2.81% | $5.3M | $50.21 |
| 2024 Q3 | ADDED | 93,441 | +39,457 | +73.1% | 2.87% | $5.4M | $54.12 |
| 2024 Q2 | REDUCED | 53,984 | -18,760 | -25.8% | 1.67% | $2.9M | $49.90 |
| 2024 Q1 | REDUCED | 72,744 | -25,888 | -26.2% | 2.47% | $4.0M | $49.76 |
| 2023 Q4 | INITIATED | 98,632 | — | — | 3.43% | $5.1M | — |
As of 2025 Q4 — sorted by position size