Ownership history in WealthCollab, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which WealthCollab, LLC reported a position in ISHARES TR (CMF). 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 | ADDED | 43,968 | +2,230 | +5.3% | 1.03% | $2.5M | $57.18 |
| 2025 Q3 | ADDED | 41,738 | +2,625 | +6.7% | 1.09% | $2.4M | $56.21 |
| 2025 Q2 | ADDED | 39,113 | +3,664 | +10.3% | 1.22% | $2.2M | $54.51 |
| 2025 Q1 | ADDED | 35,449 | +1,486 | +4.4% | 1.23% | $2.0M | $54.62 |
| 2024 Q4 | ADDED | 33,963 | +4,897 | +16.8% | 1.24% | $1.9M | $55.32 |
| 2024 Q3 | ADDED | 29,066 | +6,938 | +31.4% | 1.11% | $1.7M | $55.60 |
| 2024 Q2 | UNCHANGED | 22,128 | — | 0% | 0.94% | $1.3M | $54.05 |
| 2024 Q1 | INITIATED | 22,128 | — | — | 0.94% | $1.3M | — |
As of 2025 Q4 — sorted by position size