MADE — ISHARES TR

Ownership history in WealthBridge Capital Management, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WealthBridge Capital Management, LLC reported a position in ISHARES TR (MADE). 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
0.43% (2025 Q4)
Avg. % of fund
0.38%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,982 +4,289 +7.7% 0.43% $1.9M $31.17
2025 Q3 ADDED 55,693 +4,899 +9.6% 0.38% $1.6M $29.17
2025 Q2 INITIATED 50,794 — — 0.34% $1.4M $26.41
% of Fund (quarterly)    MADE price (monthly, adj. close)

Other funds also holding MADE

As of 2025 Q4 — sorted by position size

WealthCare Investment Partners, LLC 3Y 0.18% TFB Advisors LLC 3Y 0.1% HHM Wealth Advisors, LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% BlackRock, Inc. 0.0% Arax Advisory Partners 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0%
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