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 (IVV). 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 | 36,190 | -1,524 | -4.0% | 10.20% | $25.2M | $683.12 |
| 2025 Q3 | REDUCED | 37,714 | -646 | -1.7% | 10.72% | $25.3M | $665.17 |
| 2025 Q2 | REDUCED | 38,360 | -2,630 | -6.4% | 12.16% | $24.4M | $615.21 |
| 2025 Q1 | REDUCED | 40,990 | -3,269 | -7.4% | 12.58% | $23.0M | $555.02 |
| 2024 Q4 | REDUCED | 44,259 | -235 | -0.5% | 13.71% | $26.1M | $579.67 |
| 2024 Q3 | REDUCED | 44,494 | -1,951 | -4.2% | 13.71% | $25.7M | $566.00 |
| 2024 Q2 | REDUCED | 46,445 | -8,970 | -16.2% | 14.79% | $25.4M | $534.89 |
| 2024 Q1 | REDUCED | 55,415 | -4,376 | -7.3% | 18.19% | $29.1M | $512.33 |
| 2023 Q4 | INITIATED | 59,791 | — | — | 19.08% | $28.6M | — |
As of 2025 Q4 — sorted by position size