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 |
| 2024 Q4 | REDUCED | 21,051 | -420 | -2.0% | 1.86% | $3.9M | $181.15 |
| 2024 Q3 | REDUCED | 21,471 | -267 | -1.2% | 2.01% | $4.1M | $184.76 |
| 2024 Q2 | REDUCED | 21,738 | -203 | -0.9% | 2.09% | $3.8M | $168.92 |
| 2024 Q1 | REDUCED | 21,941 | -315 | -1.4% | 2.32% | $3.9M | $172.73 |
| 2023 Q4 | REDUCED | 22,256 | -249 | -1.1% | 2.57% | $3.7M | $158.67 |
| 2023 Q3 | ADDED | 22,505 | +78 | +0.3% | 2.70% | $3.4M | $144.92 |
As of 2025 Q4 — sorted by position size