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 Growth Index Fd (IVW). 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 | 66,096 | +1,636 | +2.5% | 1.22% | $8.1M | $123.15 |
| 2025 Q3 | REDUCED | 64,460 | -1,673 | -2.5% | 1.17% | $7.8M | $120.49 |
| 2025 Q2 | ADDED | 66,133 | +790 | +1.2% | 1.17% | $7.3M | $109.76 |
| 2025 Q1 | ADDED | 65,343 | +5,229 | +8.7% | 0.86% | $6.1M | $92.44 |
| 2024 Q4 | REDUCED | 60,114 | -8,030 | -11.8% | 0.87% | $6.1M | $100.99 |
| 2024 Q3 | REDUCED | 68,144 | -11,699 | -14.7% | 0.88% | $6.5M | $95.12 |
| 2024 Q2 | ADDED | 79,843 | +15,729 | +24.5% | 0.79% | $7.4M | $91.79 |
| 2024 Q1 | ADDED | 64,114 | +11,401 | +21.6% | 0.56% | $5.4M | $83.69 |
| 2023 Q4 | ADDED | 52,713 | +3,774 | +7.7% | 0.41% | $4.0M | $74.36 |
| 2023 Q3 | ADDED | 48,939 | +9,038 | +22.7% | 0.39% | $3.3M | $67.55 |
As of 2025 Q4 — sorted by position size