Ownership history in WealthShield Partners, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in ISHARES TR (ERET). 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 Q3 | UNCHANGED | 776 | — | 0% | 0.00% | $21K | $26.86 |
| 2025 Q2 | ADDED | 776 | +73 | +10.4% | 0.00% | $21K | $25.94 |
| 2025 Q1 | UNCHANGED | 703 | — | 0% | 0.00% | $18K | $24.80 |
| 2024 Q4 | UNCHANGED | 703 | — | 0% | 0.00% | $18K | $24.22 |
As of 2025 Q4 — sorted by position size