Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth 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 | ADDED | 11,491 | +69 | +0.6% | 2.13% | $7.9M | $683.12 |
| 2025 Q3 | ADDED | 11,422 | +1,381 | +13.8% | 2.17% | $7.6M | $665.17 |
| 2025 Q2 | ADDED | 10,041 | +2,039 | +25.5% | 1.93% | $6.2M | $615.21 |
| 2025 Q1 | ADDED | 8,002 | +411 | +5.4% | 1.52% | $4.5M | $555.02 |
| 2024 Q4 | ADDED | 7,591 | +373 | +5.2% | 1.50% | $4.5M | $579.67 |
| 2024 Q3 | ADDED | 7,218 | +978 | +15.7% | 1.34% | $4.2M | $566.00 |
| 2024 Q2 | ADDED | 6,240 | +406 | +7.0% | 1.22% | $3.4M | $534.89 |
| 2024 Q1 | ADDED | 5,834 | +192 | +3.4% | 1.07% | $3.1M | $512.33 |
| 2023 Q4 | ADDED | 5,642 | +119 | +2.2% | 1.03% | $2.7M | $463.98 |
| 2023 Q3 | ADDED | 5,523 | +202 | +3.8% | 1.02% | $2.4M | $415.48 |
As of 2025 Q4 — sorted by position size