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 RUSSELL 1000 VALUE ETF (IWD). 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 | 18,775 | -607 | -3.1% | 1.43% | $3.9M | $209.54 |
| 2025 Q3 | REDUCED | 19,382 | -362 | -1.8% | 1.51% | $3.9M | $201.84 |
| 2025 Q2 | REDUCED | 19,744 | -774 | -3.8% | 1.59% | $3.8M | $191.71 |
| 2025 Q1 | REDUCED | 20,518 | -533 | -2.5% | 1.78% | $3.9M | $184.90 |
As of 2025 Q4 — sorted by position size