Ownership history in Wealth Architects, LLC · 45 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in ISHARES (IJS). 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 | 110,336 | -426 | -0.4% | 1.13% | $12.5M | $113.52 |
| 2025 Q3 | REDUCED | 110,762 | -1,778 | -1.6% | 1.16% | $12.2M | $109.88 |
| 2025 Q2 | REDUCED | 112,540 | -15,012 | -11.8% | 1.14% | $11.2M | $98.40 |
| 2025 Q1 | ADDED | 127,552 | +26,733 | +26.5% | 2.62% | $23.8M | $95.98 |
| 2024 Q4 | REDUCED | 100,819 | -1,133 | -1.1% | 1.24% | $10.9M | $106.56 |
| 2024 Q3 | REDUCED | 101,952 | -1,604 | -1.5% | 1.24% | $11.0M | $105.13 |
| 2024 Q2 | REDUCED | 103,556 | -244 | -0.2% | 1.23% | $10.1M | $94.49 |
| 2024 Q1 | REDUCED | 103,800 | -55 | -0.1% | 1.41% | $10.7M | $99.34 |
| 2023 Q4 | REDUCED | 103,855 | -716 | -0.7% | 1.50% | $10.7M | $99.28 |
| 2023 Q3 | REDUCED | 104,571 | -2,552 | -2.4% | 1.59% | $9.3M | $85.75 |
As of 2025 Q4 — sorted by position size