IGRO — ISHARES TR

Ownership history in WealthPLAN Partners, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in ISHARES TR (IGRO). 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
1.38% (2025 Q1)
Avg. % of fund
1.03%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 82,622 -3,888 -4.5% 1.02% $6.8M $82.77
2025 Q3 ADDED 86,510 +1,535 +1.8% 1.03% $6.9M $79.19
2025 Q2 REDUCED 84,975 -50,228 -37.2% 1.08% $6.7M $77.99
2025 Q1 ADDED 135,203 +7,617 +6.0% 1.38% $9.8M $70.83
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGRO price (monthly, adj. close)

Other funds also holding IGRO

As of 2025 Q4 — sorted by position size

AJ Advisors, LLC 3Y 13.12% RIVER'S EDGE WEALTH MANAGEMENT, LLC 6.44% Lynx Investment Advisory 3.4% TrueWealth Advisors, LLC 3Y 1.82% Concord Asset Management, LLC/VA 1.17% Rothschild Wealth LLC 3Y 1.13% John W. Brooker & Co., CPAs 3Y 0.9% Concord Wealth Partners 3Y 0.89% WealthPlan Investment Management, LLC 3Y 0.88% Goepper Burkhardt LLC 3Y 0.82%
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