IBDQ — ISHARES TR

Ownership history in WEALTH EFFECTS LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in ISHARES TR (IBDQ). 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.

Peak position
0.13% (2022 Q4)
Avg. % of fund
0.09%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,746 — 0% 0.07% $220K $24.93
2025 Q2 UNCHANGED 8,746 — 0% 0.08% $220K $24.66
2025 Q1 UNCHANGED 8,746 — 0% 0.09% $220K $24.38
2024 Q4 UNCHANGED 8,746 — 0% 0.08% $219K $24.12
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDQ price (monthly, adj. close)

Other funds also holding IBDQ

As of 2025 Q4 — sorted by position size

BRIGHTON SECURITIES CORP. 4.1% IFP Advisors, Inc 3Y 7Y 0.18% Balentine LLC 3Y 7Y 0.02% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% MERCER GLOBAL ADVISORS INC /ADV 3Y 0.0%
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