Ownership history in Towerpoint Wealth, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, 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 | ADDED | 8,747 | +176 | +2.1% | 1.64% | $4.1M | $472.88 |
| 2025 Q3 | REDUCED | 8,571 | -442 | -4.9% | 1.64% | $4.0M | $467.53 |
| 2025 Q2 | REDUCED | 9,013 | -108 | -1.2% | 1.70% | $3.8M | $423.39 |
| 2025 Q1 | REDUCED | 9,121 | -543 | -5.6% | 1.63% | $3.3M | $359.72 |
As of 2025 Q4 — sorted by position size