Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in ISHARES (DGRO). 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 | 114,014 | -52,172 | -31.4% | 1.77% | $7.9M | $69.10 |
| 2025 Q3 | REDUCED | 166,186 | -73,955 | -30.8% | 2.62% | $11.3M | $67.33 |
| 2025 Q2 | REDUCED | 240,141 | -66,530 | -21.7% | 3.91% | $15.4M | $62.89 |
| 2025 Q1 | REDUCED | 306,671 | -7,913 | -2.5% | 5.55% | $18.9M | $60.45 |
| 2024 Q4 | ADDED | 314,584 | +4,444 | +1.4% | 5.58% | $19.3M | $59.72 |
| 2024 Q3 | ADDED | 310,140 | +8,360 | +2.8% | 5.66% | $19.4M | $60.67 |
| 2024 Q2 | ADDED | 301,780 | +5,140 | +1.7% | 5.25% | $17.4M | $55.40 |
| 2024 Q1 | ADDED | 296,640 | +4,364 | +1.5% | 5.28% | $17.1M | $55.55 |
| 2023 Q4 | INITIATED | 292,276 | — | — | 5.30% | $16.0M | — |
As of 2025 Q4 — sorted by position size