Ownership history in WealthPLAN Partners, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in iShares SP 500 Index Fd (IVV). 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 | 23,573 | +2,380 | +11.2% | 2.41% | $16.1M | $683.12 |
| 2025 Q3 | ADDED | 21,193 | +642 | +3.1% | 2.13% | $14.2M | $665.17 |
| 2025 Q2 | REDUCED | 20,551 | -545 | -2.6% | 2.05% | $12.8M | $615.21 |
| 2025 Q1 | ADDED | 21,096 | +208 | +1.0% | 1.67% | $11.9M | $555.02 |
| 2024 Q4 | ADDED | 20,888 | +56 | +0.3% | 1.74% | $12.3M | $579.67 |
| 2024 Q3 | REDUCED | 20,832 | -2,494 | -10.7% | 1.61% | $12.0M | $566.00 |
| 2024 Q2 | ADDED | 23,326 | +968 | +4.3% | 1.37% | $12.8M | $534.89 |
| 2024 Q1 | REDUCED | 22,358 | -59 | -0.3% | 1.22% | $11.8M | $512.33 |
| 2023 Q4 | ADDED | 22,417 | +1,441 | +6.9% | 1.10% | $10.7M | $463.98 |
| 2023 Q3 | REDUCED | 20,976 | -224 | -1.1% | 1.05% | $9.0M | $415.48 |
As of 2025 Q4 — sorted by position size