SEC 13F Intelligence

Ica Group Wealth Management, LLC / URTH

Ica Group Wealth Management, LLC’s Ishares Inc Position

Does Ica Group Wealth Management, LLC own Ishares Inc (URTH)? Yes — 20.6K shares worth $3M (+1.82% of its 13F portfolio) as of Q2 2024, up from 18.9K shares the prior filed quarter.

Position Value
$3M
Q2 2024
Shares
20.6K
% of Portfolio
+1.82%
Quarters Held
7
currently held

Position History URTH

Reported value by quarter
Q3 ’22: $536,000Q3 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ2 ’23Q3 ’23: $2MQ3 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202420.6K$3M+1.82%
Q1 202418.9K$3M+0.55%
Q3 202314.2K$2M+0.48%
Q2 202312.0K$1M+0.38%
Q1 20239.7K$1M+0.27%
Q4 20228.9K$1M+0.24%
Q3 20225.4K$536,000+0.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ica Group Wealth Management, LLC’s full portfolio or all institutional holders of URTH.