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 |
| 2024 Q4 | ADDED | 9,664 | +377 | +4.1% | 1.90% | $3.9M | $399.63 |
| 2024 Q3 | ADDED | 9,287 | +1,153 | +14.2% | 1.65% | $3.5M | $373.18 |
| 2024 Q2 | REDUCED | 8,134 | -290 | -3.4% | 1.48% | $3.0M | $361.83 |
| 2024 Q1 | REDUCED | 8,424 | -280 | -3.2% | 1.43% | $2.8M | $334.19 |
| 2023 Q4 | REDUCED | 8,704 | -392 | -4.3% | 1.44% | $2.6M | $300.20 |
| 2023 Q3 | REDUCED | 9,096 | -635 | -6.5% | 1.44% | $2.4M | $262.86 |
As of 2025 Q4 — sorted by position size