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 (IWD). 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 | 29,020 | +381 | +1.3% | 2.42% | $6.1M | $209.54 |
| 2025 Q3 | REDUCED | 28,639 | -378 | -1.3% | 2.39% | $5.8M | $201.84 |
| 2025 Q2 | ADDED | 29,017 | +1,043 | +3.7% | 2.50% | $5.6M | $191.71 |
| 2025 Q1 | REDUCED | 27,974 | -2,090 | -7.0% | 2.61% | $5.3M | $184.90 |
| 2024 Q4 | ADDED | 30,064 | +255 | +0.9% | 2.73% | $5.6M | $181.15 |
| 2024 Q3 | ADDED | 29,809 | +2,316 | +8.4% | 2.68% | $5.7M | $184.76 |
| 2024 Q2 | REDUCED | 27,493 | -623 | -2.2% | 2.39% | $4.8M | $168.92 |
| 2024 Q1 | ADDED | 28,116 | +62 | +0.2% | 2.53% | $5.0M | $172.73 |
| 2023 Q4 | REDUCED | 28,054 | -1,399 | -4.7% | 2.53% | $4.6M | $158.67 |
| 2023 Q3 | REDUCED | 29,453 | -1,440 | -4.7% | 2.65% | $4.5M | $144.92 |
As of 2025 Q4 — sorted by position size