Ownership history in WealthShield Partners, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in ISHARES TR (TLTW). 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 | 347,441 | +27,144 | +8.5% | 0.87% | $7.9M | $22.30 |
| 2025 Q3 | ADDED | 320,297 | +34,882 | +12.2% | 0.85% | $7.5M | $22.13 |
| 2025 Q2 | ADDED | 285,415 | +2,184 | +0.8% | 0.80% | $6.6M | $21.22 |
| 2025 Q1 | ADDED | 283,231 | +8,522 | +3.1% | 0.87% | $6.8M | $21.05 |
| 2024 Q4 | REDUCED | 274,709 | -58,920 | -17.7% | 0.92% | $6.5M | $20.02 |
| 2024 Q3 | ADDED | 333,629 | +11,477 | +3.6% | 1.22% | $9.0M | $21.74 |
| 2024 Q2 | REDUCED | 322,152 | -49,380 | -13.3% | 1.26% | $8.3M | $20.07 |
| 2024 Q1 | REDUCED | 371,532 | -169,855 | -31.4% | 1.60% | $9.9M | $20.28 |
| 2023 Q4 | REDUCED | 541,387 | -40,434 | -6.9% | 2.45% | $14.9M | $20.47 |
| 2023 Q3 | ADDED | 581,821 | +165,719 | +39.8% | 2.53% | $16.8M | $20.03 |
As of 2025 Q4 — sorted by position size