IWV — ISHARES TR

Ownership history in Tanager Wealth Management LLP  ·  15 quarters on record

This page tracks every 13F SEC filing in which Tanager Wealth Management LLP reported a position in ISHARES TR (IWV). 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
5.51% (2022 Q2)
Avg. % of fund
2.49%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,835 -1,973 -5.1% 1.42% $14.2M $386.85
2025 Q3 REDUCED 38,808 -616 -1.6% 1.54% $14.7M $377.88
2025 Q2 ADDED 39,424 +889 +2.3% 1.63% $13.8M $349.15
2025 Q1 REDUCED 38,535 -2,677 -6.5% 1.59% $12.2M $315.14
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWV price (monthly, adj. close)

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