Ownership history in Signify Wealth · 6 quarters on record
This page tracks every 13F SEC filing in which Signify Wealth reported a position in ISHARES TR (QUAL). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 23,859 | +1,684 | +7.6% | 4.80% | $4.2M | $175.94 |
| 2024 Q3 | ADDED | 22,175 | +2,320 | +11.7% | 4.87% | $4.0M | $176.62 |
| 2024 Q2 | REDUCED | 19,855 | -90 | -0.5% | 4.88% | $3.4M | $167.69 |
| 2024 Q1 | ADDED | 19,945 | +2,255 | +12.7% | 5.44% | $3.3M | $161.07 |
As of 2025 Q4 — sorted by position size