Ownership history in W ADVISORS, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which W ADVISORS, LLC reported a position in ISHARES TR (IVV). 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 | 10,428 | +24 | +0.2% | 3.59% | $7.1M | $683.12 |
| 2025 Q3 | REDUCED | 10,404 | -69 | -0.7% | 3.67% | $7.0M | $665.17 |
| 2025 Q2 | REDUCED | 10,473 | -4,018 | -27.7% | 3.73% | $6.5M | $615.21 |
| 2025 Q1 | ADDED | 14,491 | +1,527 | +11.8% | 5.10% | $8.1M | $555.02 |
| 2024 Q4 | ADDED | 12,964 | +670 | +5.4% | 4.72% | $7.6M | $579.67 |
| 2024 Q3 | ADDED | 12,294 | +276 | +2.3% | 4.37% | $7.1M | $566.00 |
| 2024 Q2 | REDUCED | 12,018 | -140 | -1.2% | 4.31% | $6.6M | $534.89 |
| 2024 Q1 | REDUCED | 12,158 | -462 | -3.7% | 4.38% | $6.4M | $512.33 |
| 2023 Q4 | ADDED | 12,620 | +621 | +5.2% | 4.47% | $6.0M | $463.98 |
| 2023 Q3 | ADDED | 11,999 | +866 | +7.8% | 4.23% | $5.2M | $415.48 |
As of 2025 Q4 — sorted by position size