Ownership history in WEALTHSPAN PARTNERS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in ISHARES S&P 500 GROWTH ETF (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 | REDUCED | 42,048 | -83 | -0.2% | 1.88% | $5.2M | $123.15 |
| 2025 Q3 | REDUCED | 42,131 | -457 | -1.1% | 1.94% | $5.1M | $120.49 |
| 2025 Q2 | REDUCED | 42,588 | -1,034 | -2.4% | 1.94% | $4.7M | $109.76 |
| 2025 Q1 | REDUCED | 43,622 | -586 | -1.3% | 1.87% | $4.0M | $92.44 |
| 2024 Q4 | REDUCED | 44,208 | -538 | -1.2% | 2.14% | $4.5M | $100.99 |
| 2024 Q3 | REDUCED | 44,746 | -176 | -0.4% | 2.11% | $4.3M | $95.12 |
| 2024 Q2 | REDUCED | 44,922 | -478 | -1.1% | 2.29% | $4.2M | $91.79 |
| 2024 Q1 | REDUCED | 45,400 | -3,557 | -7.3% | 2.26% | $3.8M | $83.69 |
| 2023 Q4 | REDUCED | 48,957 | -7,225 | -12.9% | 2.57% | $3.7M | $74.36 |
| 2023 Q3 | REDUCED | 56,182 | -5,929 | -9.5% | 3.04% | $3.8M | $67.55 |
As of 2025 Q4 — sorted by position size