Ownership history in VANCE WEALTH, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which VANCE 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 | REDUCED | 10,940 | -368 | -3.3% | 1.54% | $5.2M | $472.88 |
| 2025 Q3 | REDUCED | 11,308 | -90 | -0.8% | 1.63% | $5.3M | $467.53 |
| 2025 Q2 | ADDED | 11,398 | +5,009 | +78.4% | 1.63% | $4.8M | $423.39 |
| 2025 Q1 | REDUCED | 6,389 | -1,245 | -16.3% | 0.87% | $2.3M | $359.72 |
| 2024 Q4 | REDUCED | 7,634 | -197 | -2.5% | 1.18% | $3.1M | $399.63 |
| 2024 Q3 | REDUCED | 7,831 | -520 | -6.2% | 1.11% | $2.9M | $373.18 |
| 2024 Q2 | REDUCED | 8,351 | -221 | -2.6% | 1.25% | $3.0M | $361.83 |
| 2024 Q1 | REDUCED | 8,572 | -86 | -1.0% | 1.15% | $2.9M | $334.19 |
| 2023 Q4 | REDUCED | 8,658 | -1,406 | -14.0% | 1.14% | $2.6M | $300.20 |
| 2023 Q3 | REDUCED | 10,064 | -418 | -4.0% | 1.25% | $2.7M | $262.86 |
As of 2025 Q4 — sorted by position size