OEF — ISHARES

Ownership history in Wealth Group Ltd  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in ISHARES (OEF). 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
4.09% (2025 Q4)
Avg. % of fund
2.25%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,329 +15,398 +40.6% 4.09% $18.3M $342.01
2025 Q3 ADDED 37,931 +16,717 +78.8% 2.92% $12.6M $331.08
2025 Q2 ADDED 21,214 +16,839 +384.9% 1.64% $6.5M $302.08
2025 Q1 INITIATED 4,375 — — 0.35% $1.2M $268.23
% of Fund (quarterly)    OEF price (monthly, adj. close)

Other funds also holding OEF

As of 2025 Q4 — sorted by position size

CM WEALTH ADVISORS LLC 19.16% Marin Bay Wealth Advisors, LLC 15.35% Demars Financial Group, LLC 3Y 11.93% Wealth Forward, LLC 11.48% Avid Wealth Partners LLC 9.47% RIA Advisory Group LLC 3Y 8.93% MB Generational Wealth, LLC 8.41% TSA Wealth Managment LLC 7.88% Detalus Advisors, LLC 3Y 6.3% SNS Financial Group, LLC 3Y 7Y 6.23%
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