Ownership history in Truepoint, Inc. · 50 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in ISHARES (IWP). 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 | 285,212 | -1,190 | -0.4% | 0.88% | $39.1M | $136.88 |
| 2025 Q3 | REDUCED | 286,402 | -2,244 | -0.8% | 0.95% | $40.8M | $142.19 |
| 2025 Q2 | ADDED | 288,646 | +38,765 | +15.5% | 1.00% | $40.0M | $138.35 |
| 2025 Q1 | ADDED | 249,881 | +14,665 | +6.2% | 0.80% | $29.4M | $117.09 |
| 2024 Q4 | REDUCED | 235,216 | -6,898 | -2.8% | 0.80% | $29.8M | $126.22 |
| 2024 Q3 | REDUCED | 242,114 | -1,095 | -0.5% | 0.76% | $28.4M | $116.70 |
| 2024 Q2 | REDUCED | 243,209 | -7,662 | -3.1% | 0.77% | $26.8M | $109.64 |
| 2024 Q1 | REDUCED | 250,871 | -7,517 | -2.9% | 0.81% | $28.6M | $113.29 |
| 2023 Q4 | ADDED | 258,388 | +11,931 | +4.8% | 0.79% | $27.0M | $103.58 |
| 2023 Q3 | REDUCED | 246,457 | -2,245 | -0.9% | 0.72% | $22.5M | $90.44 |
As of 2025 Q4 — sorted by position size