Ownership history in WealthShield Partners, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in ISHARES TR (EFV). 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 | 165,107 | -19,646 | -10.6% | 1.30% | $11.8M | $71.41 |
| 2025 Q3 | REDUCED | 184,753 | -28,548 | -13.4% | 1.42% | $12.5M | $66.32 |
| 2025 Q2 | ADDED | 213,301 | +69,258 | +48.1% | 1.64% | $13.5M | $62.07 |
| 2025 Q1 | REDUCED | 144,043 | -10,682 | -6.9% | 1.09% | $8.5M | $56.40 |
| 2024 Q4 | REDUCED | 154,725 | -462 | -0.3% | 1.15% | $8.1M | $50.21 |
| 2024 Q3 | ADDED | 155,187 | +89,898 | +137.7% | 1.21% | $8.9M | $54.12 |
| 2024 Q2 | REDUCED | 65,289 | -40,380 | -38.2% | 0.53% | $3.5M | $49.90 |
| 2024 Q1 | REDUCED | 105,669 | -39,813 | -27.4% | 0.93% | $5.7M | $49.76 |
| 2023 Q4 | REDUCED | 145,482 | -26,638 | -15.5% | 1.25% | $7.6M | $47.66 |
| 2023 Q3 | ADDED | 172,120 | +52,678 | +44.1% | 1.27% | $8.4M | $43.94 |
As of 2025 Q4 — sorted by position size