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 (ITOT). 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 | 16,691 | -559 | -3.2% | 0.56% | $2.5M | $148.36 |
| 2025 Q3 | REDUCED | 17,250 | -367 | -2.1% | 0.58% | $2.5M | $144.85 |
| 2025 Q2 | ADDED | 17,617 | +1,112 | +6.7% | 0.61% | $2.4M | $133.91 |
| 2025 Q1 | ADDED | 16,505 | +46 | +0.3% | 0.59% | $2.0M | $120.63 |
| 2024 Q4 | REDUCED | 16,459 | -1,198 | -6.8% | 0.61% | $2.1M | $126.80 |
| 2024 Q3 | REDUCED | 17,657 | -378 | -2.1% | 0.65% | $2.2M | $123.41 |
| 2024 Q2 | REDUCED | 18,035 | -23,161 | -56.2% | 0.65% | $2.1M | $116.26 |
| 2024 Q1 | ADDED | 41,196 | +23,519 | +133.0% | 0.61% | $2.0M | $112.53 |
| 2023 Q4 | INITIATED | 17,677 | — | — | 0.63% | $1.9M | — |
As of 2025 Q4 — sorted by position size