Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in ISHARES TR (QUAL). 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 | 35,699 | -6,076 | -14.5% | 3.21% | $7.0M | $198.20 |
| 2025 Q3 | REDUCED | 41,775 | -2,955 | -6.6% | 3.82% | $8.1M | $193.49 |
| 2025 Q2 | REDUCED | 44,730 | -1,033 | -2.3% | 4.24% | $8.1M | $181.43 |
| 2025 Q1 | REDUCED | 45,763 | -552 | -1.2% | 4.39% | $7.8M | $169.22 |
| 2024 Q4 | REDUCED | 46,315 | -443 | -0.9% | 4.54% | $8.2M | $175.94 |
| 2024 Q3 | REDUCED | 46,758 | -316 | -0.7% | 5.02% | $8.4M | $176.62 |
| 2024 Q2 | REDUCED | 47,074 | -1,309 | -2.7% | 5.19% | $8.0M | $167.69 |
| 2024 Q1 | REDUCED | 48,383 | -1,308 | -2.6% | 5.18% | $7.9M | $161.07 |
| 2023 Q4 | REDUCED | 49,691 | -1,924 | -3.7% | 5.15% | $7.3M | $143.88 |
| 2023 Q3 | REDUCED | 51,615 | -2,328 | -4.3% | 5.62% | $6.8M | $128.39 |
As of 2025 Q4 — sorted by position size