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 (IJH). 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 | 41,034 | -239 | -0.6% | 0.61% | $2.7M | $65.85 |
| 2025 Q3 | REDUCED | 41,273 | -2,659 | -6.1% | 0.62% | $2.7M | $64.79 |
| 2025 Q2 | REDUCED | 43,932 | -2,833 | -6.1% | 0.69% | $2.7M | $61.37 |
| 2025 Q1 | REDUCED | 46,765 | -3,562 | -7.1% | 0.80% | $2.7M | $57.56 |
| 2024 Q4 | REDUCED | 50,327 | -1,920 | -3.7% | 0.91% | $3.1M | $61.30 |
| 2024 Q3 | REDUCED | 52,247 | -538 | -1.0% | 0.95% | $3.3M | $61.06 |
| 2024 Q2 | ADDED | 52,785 | +160 | +0.3% | 0.93% | $3.1M | $57.11 |
| 2024 Q1 | ADDED | 52,625 | +41,465 | +371.6% | 0.97% | $3.1M | $59.12 |
| 2023 Q4 | INITIATED | 11,160 | — | — | 1.01% | $3.1M | — |
As of 2025 Q4 — sorted by position size