Ownership history in WESPAC Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WESPAC Advisors, LLC reported a position in ISHARES TR (IVV). 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 | 13,543 | +3,026 | +28.8% | 5.03% | $9.3M | $683.12 |
| 2025 Q3 | ADDED | 10,517 | +4,651 | +79.3% | 4.11% | $7.0M | $665.17 |
| 2025 Q2 | REDUCED | 5,866 | -1,770 | -23.2% | 2.55% | $3.6M | $615.21 |
| 2025 Q1 | ADDED | 7,636 | +572 | +8.1% | 3.50% | $4.3M | $555.02 |
| 2024 Q4 | ADDED | 7,064 | +574 | +8.8% | 3.06% | $4.2M | $579.67 |
| 2024 Q3 | REDUCED | 6,490 | -148 | -2.2% | 2.77% | $3.7M | $566.00 |
| 2024 Q2 | REDUCED | 6,638 | -186 | -2.7% | 2.84% | $3.6M | $534.89 |
| 2024 Q1 | REDUCED | 6,824 | -75 | -1.1% | 2.09% | $3.6M | $512.33 |
| 2023 Q4 | ADDED | 6,899 | +4,857 | +237.9% | 2.29% | $3.3M | $463.98 |
| 2023 Q3 | ADDED | 2,042 | +1,042 | +104.2% | 0.66% | $877K | $415.48 |
As of 2025 Q4 — sorted by position size