Ownership history in Truepoint, Inc. · 73 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in I SHARES TR RUSSELL 3000 (IWV). 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 | 58,557 | -992 | -1.7% | 0.51% | $22.7M | $386.09 |
| 2025 Q3 | REDUCED | 59,549 | -311 | -0.5% | 0.52% | $22.6M | $377.14 |
| 2025 Q2 | REDUCED | 59,860 | -21 | -0.0% | 0.52% | $21.0M | $348.46 |
| 2025 Q1 | REDUCED | 59,881 | -15 | -0.0% | 0.52% | $19.0M | $314.51 |
As of 2025 Q4 — sorted by position size