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 (IXUS). 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 | 31,612 | -143 | -0.5% | 0.60% | $2.7M | $84.64 |
| 2025 Q3 | REDUCED | 31,755 | -3,086 | -8.9% | 0.61% | $2.6M | $81.06 |
| 2025 Q2 | REDUCED | 34,841 | -1,729 | -4.7% | 0.69% | $2.7M | $75.88 |
| 2025 Q1 | REDUCED | 36,570 | -1,298 | -3.4% | 0.75% | $2.6M | $67.48 |
| 2024 Q4 | REDUCED | 37,868 | -1,344 | -3.4% | 0.72% | $2.5M | $63.93 |
| 2024 Q3 | REDUCED | 39,212 | -162 | -0.4% | 0.83% | $2.8M | $69.00 |
| 2024 Q2 | REDUCED | 39,374 | -589 | -1.5% | 0.80% | $2.7M | $64.18 |
| 2024 Q1 | REDUCED | 39,963 | -1,657 | -4.0% | 0.84% | $2.7M | $63.52 |
| 2023 Q4 | INITIATED | 41,620 | — | — | 0.89% | $2.7M | — |
As of 2025 Q4 — sorted by position size