Ownership history in Weaver Consulting Group · 9 quarters on record
This page tracks every 13F SEC filing in which Weaver Consulting Group reported a position in ISHARES TR (IBDQ). 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 | REDUCED | 44,453 | -1,826 | -3.9% | 0.28% | $1.1M | $24.93 |
| 2025 Q2 | REDUCED | 46,279 | -5,436 | -10.5% | 0.32% | $1.2M | $24.66 |
| 2025 Q1 | REDUCED | 51,715 | -50 | -0.1% | 0.39% | $1.3M | $24.38 |
| 2024 Q4 | ADDED | 51,765 | +10,000 | +23.9% | 0.40% | $1.3M | $24.12 |
| 2024 Q3 | REDUCED | 41,765 | -1,296 | -3.0% | 0.33% | $1.0M | $23.86 |
| 2024 Q2 | ADDED | 43,061 | +438 | +1.0% | 0.37% | $1.1M | $23.40 |
| 2024 Q1 | ADDED | 42,623 | +4,685 | +12.3% | 0.39% | $1.1M | $23.14 |
| 2023 Q4 | ADDED | 37,938 | +28,546 | +303.9% | 0.38% | $939K | $22.95 |
| 2023 Q3 | INITIATED | 9,392 | — | — | 0.10% | $229K | — |
As of 2025 Q4 — sorted by position size