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 (IUSB). 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 | 395,131 | -3,627 | -0.9% | 7.48% | $18.5M | $46.22 |
| 2025 Q3 | REDUCED | 398,758 | -30,955 | -7.2% | 7.95% | $18.8M | $45.75 |
| 2025 Q2 | REDUCED | 429,713 | -40,282 | -8.6% | 9.87% | $19.8M | $44.80 |
| 2025 Q1 | REDUCED | 469,995 | -3,053 | -0.6% | 11.83% | $21.7M | $44.18 |
| 2024 Q4 | REDUCED | 473,048 | -12,370 | -2.5% | 11.25% | $21.4M | $43.04 |
| 2024 Q3 | ADDED | 485,418 | +79,340 | +19.5% | 12.22% | $22.9M | $44.26 |
| 2024 Q2 | REDUCED | 406,078 | -13,568 | -3.2% | 10.69% | $18.4M | $42.05 |
| 2024 Q1 | ADDED | 419,646 | +180,769 | +75.7% | 11.94% | $19.1M | $41.97 |
| 2023 Q4 | INITIATED | 238,877 | — | — | 7.35% | $11.0M | — |
As of 2025 Q4 — sorted by position size