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 (IVW). 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 | 56,410 | -196 | -0.3% | 2.84% | $7.0M | $123.15 |
| 2025 Q3 | REDUCED | 56,606 | -1,162 | -2.0% | 2.89% | $6.8M | $120.49 |
| 2025 Q2 | REDUCED | 57,768 | -2,846 | -4.7% | 3.29% | $6.6M | $109.76 |
| 2025 Q1 | REDUCED | 60,614 | -1,551 | -2.5% | 3.07% | $5.6M | $92.44 |
| 2024 Q4 | REDUCED | 62,165 | -1,418 | -2.2% | 3.32% | $6.3M | $100.99 |
| 2024 Q3 | REDUCED | 63,583 | -4,115 | -6.1% | 3.25% | $6.1M | $95.12 |
| 2024 Q2 | ADDED | 67,698 | +27,330 | +67.7% | 3.65% | $6.3M | $91.79 |
| 2024 Q1 | ADDED | 40,368 | +21,906 | +118.7% | 2.13% | $3.4M | $83.69 |
| 2023 Q4 | INITIATED | 18,462 | — | — | 0.93% | $1.4M | — |
As of 2025 Q4 — sorted by position size