Ownership history in VANCE WEALTH, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in ISHARES TR (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 | ADDED | 46,130 | +19 | +0.0% | 1.88% | $6.3M | $136.88 |
| 2025 Q3 | REDUCED | 46,111 | -1,770 | -3.7% | 2.02% | $6.6M | $142.19 |
| 2025 Q2 | REDUCED | 47,881 | -8,059 | -14.4% | 2.24% | $6.6M | $138.35 |
| 2025 Q1 | ADDED | 55,940 | +2,134 | +4.0% | 2.47% | $6.6M | $117.09 |
| 2024 Q4 | REDUCED | 53,806 | -2,684 | -4.8% | 2.63% | $6.8M | $126.22 |
| 2024 Q3 | ADDED | 56,490 | +2,959 | +5.5% | 2.51% | $6.6M | $116.70 |
| 2024 Q2 | ADDED | 53,531 | +1,216 | +2.3% | 2.43% | $5.9M | $109.64 |
| 2024 Q1 | ADDED | 52,315 | +3,195 | +6.5% | 2.38% | $6.0M | $113.29 |
| 2023 Q4 | ADDED | 49,120 | +82 | +0.2% | 2.23% | $5.1M | $103.58 |
| 2023 Q3 | ADDED | 49,038 | +427 | +0.9% | 2.10% | $4.5M | $90.44 |
As of 2025 Q4 — sorted by position size