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 (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 | 20,076 | -240 | -1.2% | 1.22% | $3.0M | $148.36 |
| 2025 Q3 | ADDED | 20,316 | +1 | +0.0% | 1.36% | $3.0M | $144.85 |
| 2025 Q2 | ADDED | 20,315 | +12,390 | +156.3% | 1.53% | $2.7M | $133.91 |
| 2025 Q1 | UNCHANGED | 7,925 | — | 0% | 0.60% | $967K | $120.63 |
As of 2025 Q4 — sorted by position size