Ownership history in Yoder Wealth Management, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in ISHARES TR (IBTL). 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 | 216,536 | -4,430 | -2.0% | 2.02% | $4.4M | $20.40 |
| 2025 Q3 | ADDED | 220,966 | +16,475 | +8.1% | 2.15% | $4.5M | $20.18 |
| 2025 Q2 | ADDED | 204,491 | +34,255 | +20.1% | 2.18% | $4.2M | $19.91 |
| 2025 Q1 | ADDED | 170,236 | +21,115 | +14.2% | 1.95% | $3.5M | $19.55 |
| 2024 Q4 | ADDED | 149,121 | +42,340 | +39.7% | 1.63% | $3.0M | $18.92 |
| 2024 Q3 | ADDED | 106,781 | +36,737 | +52.4% | 1.34% | $2.2M | $19.62 |
| 2024 Q2 | ADDED | 70,044 | +10,054 | +16.8% | 0.91% | $1.4M | $18.63 |
| 2024 Q1 | INITIATED | 59,990 | — | — | 0.79% | $1.2M | — |
As of 2025 Q4 — sorted by position size