Ownership history in WORLD EQUITY GROUP, INC. · 7 quarters on record
This page tracks every 13F SEC filing in which WORLD EQUITY GROUP, INC. 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 | REDUCED | 7,829 | -956 | -10.9% | 1.50% | $5.4M | $683.12 |
| 2025 Q3 | ADDED | 8,785 | +778 | +9.7% | 1.34% | $5.9M | $665.17 |
| 2025 Q2 | REDUCED | 8,007 | -3,062 | -27.7% | 1.36% | $5.0M | $615.21 |
| 2025 Q1 | ADDED | 11,069 | +1,950 | +21.4% | 1.78% | $6.2M | $555.02 |
| 2024 Q4 | ADDED | 9,119 | +1,634 | +21.8% | 1.15% | $5.4M | $579.67 |
| 2024 Q3 | REDUCED | 7,485 | -34,239 | -82.1% | 1.56% | $4.3M | $566.00 |
| 2024 Q2 | INITIATED | 41,724 | — | — | 4.08% | $18.9M | — |
As of 2025 Q4 — sorted by position size