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 (IWN). 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 | REDUCED | 12,208 | -26 | -0.2% | 0.88% | $2.2M | $180.71 |
| 2025 Q3 | ADDED | 12,234 | +22 | +0.2% | 0.89% | $2.2M | $175.32 |
| 2025 Q2 | ADDED | 12,212 | +753 | +6.6% | 0.85% | $1.9M | $155.70 |
| 2025 Q1 | REDUCED | 11,459 | -249 | -2.1% | 0.86% | $1.7M | $148.34 |
| 2024 Q4 | ADDED | 11,708 | +21 | +0.2% | 0.94% | $1.9M | $160.78 |
| 2024 Q3 | REDUCED | 11,687 | -130 | -1.1% | 0.92% | $1.9M | $162.57 |
| 2024 Q2 | ADDED | 11,817 | +8 | +0.1% | 0.90% | $1.8M | $147.66 |
| 2024 Q1 | REDUCED | 11,809 | -283 | -2.3% | 0.94% | $1.9M | $153.29 |
| 2023 Q4 | REDUCED | 12,092 | -164 | -1.3% | 1.02% | $1.9M | $149.38 |
| 2023 Q3 | REDUCED | 12,256 | -750 | -5.8% | 0.99% | $1.7M | $129.61 |
As of 2025 Q4 — sorted by position size