Ownership history in Stephens Consulting, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Stephens Consulting, LLC reported a position in ISHARES TR (IWF). 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 | 5,770 | -11 | -0.2% | 0.88% | $2.7M | $472.88 |
| 2025 Q3 | REDUCED | 5,781 | -1,389 | -19.4% | 0.93% | $2.7M | $467.53 |
| 2025 Q2 | REDUCED | 7,170 | -10 | -0.1% | 0.72% | $3.0M | $423.39 |
| 2025 Q1 | UNCHANGED | 7,180 | — | 0% | 0.65% | $2.6M | $359.72 |
| 2024 Q4 | REDUCED | 7,180 | -57 | -0.8% | 0.72% | $2.9M | $399.63 |
| 2024 Q3 | REDUCED | 7,237 | -13 | -0.2% | 0.69% | $2.7M | $373.18 |
| 2024 Q2 | REDUCED | 7,250 | -14 | -0.2% | 0.75% | $2.6M | $361.83 |
| 2024 Q1 | UNCHANGED | 7,264 | — | 0% | 0.75% | $2.4M | $334.19 |
| 2023 Q4 | REDUCED | 7,264 | -33 | -0.5% | 0.75% | $2.2M | $300.20 |
| 2023 Q3 | REDUCED | 7,297 | -16 | -0.2% | 0.79% | $1.9M | $262.86 |
As of 2025 Q4 — sorted by position size