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 (IWS). 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 | 23,971 | -1,749 | -6.8% | 1.00% | $3.4M | $140.61 |
| 2025 Q3 | REDUCED | 25,720 | -2,251 | -8.0% | 1.10% | $3.6M | $138.60 |
| 2025 Q2 | REDUCED | 27,971 | -11,034 | -28.3% | 1.25% | $3.7M | $130.60 |
| 2025 Q1 | REDUCED | 39,005 | -5,309 | -12.0% | 1.85% | $4.9M | $124.02 |
| 2024 Q4 | REDUCED | 44,314 | -863 | -1.9% | 2.21% | $5.7M | $126.89 |
| 2024 Q3 | ADDED | 45,177 | +2,889 | +6.8% | 2.26% | $6.0M | $129.19 |
| 2024 Q2 | ADDED | 42,288 | +2,309 | +5.8% | 2.10% | $5.1M | $117.42 |
| 2024 Q1 | ADDED | 39,979 | +3,664 | +10.1% | 2.00% | $5.0M | $121.49 |
| 2023 Q4 | ADDED | 36,315 | +5,217 | +16.8% | 1.83% | $4.2M | $112.38 |
| 2023 Q3 | ADDED | 31,098 | +1,170 | +3.9% | 1.52% | $3.2M | $100.32 |
As of 2025 Q4 — sorted by position size