IBDR — ISHARES TR

Ownership history in Sound View Wealth Advisors Group, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Sound View Wealth Advisors Group, LLC reported a position in ISHARES TR (IBDR). 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
3.27% (2025 Q4)
Avg. % of fund
1.87%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,013,302 +210,605 +11.7% 3.27% $48.8M $24.07
2025 Q3 ADDED 1,802,697 +91,888 +5.4% 3.01% $43.8M $23.80
2025 Q2 ADDED 1,710,809 +301,106 +21.4% 3.07% $41.5M $23.50
2025 Q1 ADDED 1,409,703 +102,347 +7.8% 2.80% $34.1M $23.22
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDR price (monthly, adj. close)

Other funds also holding IBDR

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 11.78% COWA, LLC 3Y 5.84% Gratus Wealth Advisors, LLC 4.83% Keeler Thomas Management LLC 3Y 7Y 4.33% ARCADIA INVESTMENT ADVISORS LLC 4.23% NovaPoint Capital, LLC 3Y 4.07% Beaumont Asset Management, L.L.C. 3Y 3.2% Madden Advisory Services, Inc. 3Y 7Y 3.08% MOSELEY INVESTMENT MANAGEMENT INC 3Y 3.08% Winthrop Partners - WNY, LLC 3Y 7Y 2.92%
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