HIMU — BLACKROCK ETF TRUST II

Ownership history in Shared Vision Wealth Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in BLACKROCK ETF TRUST II (HIMU). 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
0.18% (2025 Q1)
Avg. % of fund
0.13%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,774 -127 -2.6% 0.10% $235K $47.93
2025 Q2 REDUCED 4,901 -1,686 -25.6% 0.12% $233K $46.80
2025 Q1 INITIATED 6,587 — — 0.18% $326K $47.04
% of Fund (quarterly)    HIMU price (monthly, adj. close)

Other funds also holding HIMU

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 4.18% Fairman Group, LLC 2.3% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 2.04% Buttonwood Financial Group, LLC 3Y 2.0% SOFI WEALTH, LLC 3Y 0.76% Cardinal Strategic Wealth Guidance 3Y 0.73% Financial Synergies Wealth Advisors, Inc. 0.71% PACES FERRY WEALTH ADVISORS, LLC 3Y 0.63% EHRLICH FINANCIAL GROUP 0.63% Shepherd Financial Partners LLC 3Y 7Y 0.58%
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