Ownership history in SWMG, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which SWMG, LLC reported a position in ISHARES TR (IWR). 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 | 19,213 | +1,002 | +5.5% | 0.54% | $2.0M | $96.01 |
| 2025 Q3 | ADDED | 18,211 | +1,736 | +10.5% | 0.53% | $1.8M | $95.90 |
| 2025 Q2 | ADDED | 16,475 | +488 | +3.1% | 0.53% | $1.6M | $91.05 |
| 2025 Q1 | INITIATED | 15,987 | — | — | 0.53% | $1.3M | $83.97 |
As of 2025 Q4 — sorted by position size