Ownership history in Whitcomb & Hess, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which Whitcomb & Hess, Inc. reported a position in ISHARES TR (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 | 18,227 | -41 | -0.2% | 0.54% | $2.3M | $123.15 |
| 2025 Q3 | REDUCED | 18,268 | -450 | -2.4% | 0.57% | $2.2M | $120.49 |
| 2025 Q2 | ADDED | 18,718 | +874 | +4.9% | 0.58% | $2.1M | $109.76 |
| 2025 Q1 | REDUCED | 17,844 | -581 | -3.2% | 0.50% | $1.7M | $92.44 |
| 2024 Q4 | REDUCED | 18,425 | -496 | -2.6% | 0.58% | $1.9M | $100.99 |
| 2024 Q3 | REDUCED | 18,921 | -2,361 | -11.1% | 0.54% | $1.8M | $95.12 |
| 2024 Q2 | ADDED | 21,282 | +563 | +2.7% | 0.61% | $2.0M | $91.79 |
| 2024 Q1 | REDUCED | 20,719 | -2,576 | -11.1% | 0.56% | $1.7M | $83.69 |
| 2023 Q4 | ADDED | 23,295 | +581 | +2.6% | 0.60% | $1.7M | $74.36 |
| 2023 Q3 | REDUCED | 22,714 | -547 | -2.4% | 0.58% | $1.6M | $67.55 |
As of 2025 Q4 — sorted by position size