Ownership history in Wealth Dimensions Group, Ltd. · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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 | REDUCED | 39,658 | -262 | -0.7% | 5.39% | $27.2M | $683.12 |
| 2025 Q3 | ADDED | 39,920 | +292 | +0.7% | 5.49% | $26.7M | $665.17 |
| 2025 Q2 | ADDED | 39,628 | +316 | +0.8% | 5.42% | $24.6M | $615.21 |
| 2025 Q1 | REDUCED | 39,312 | -62 | -0.2% | 5.27% | $22.1M | $555.02 |
| 2024 Q4 | REDUCED | 39,374 | -566 | -1.4% | 5.68% | $23.2M | $579.67 |
| 2024 Q3 | REDUCED | 39,940 | -41 | -0.1% | 5.83% | $23.0M | $566.00 |
| 2024 Q2 | REDUCED | 39,981 | -66 | -0.2% | 6.24% | $21.9M | $534.89 |
| 2024 Q1 | REDUCED | 40,047 | -1,216 | -2.9% | 6.22% | $21.1M | $512.33 |
| 2023 Q4 | REDUCED | 41,263 | -418 | -1.0% | 6.24% | $19.7M | $463.98 |
| 2023 Q3 | REDUCED | 41,681 | -190 | -0.5% | 6.49% | $17.9M | $415.48 |
As of 2025 Q4 — sorted by position size