IYF — ISHARES TR

Ownership history in 55I, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in ISHARES TR (IYF). 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.

Peak position
0.33% (2020 Q3)
Avg. % of fund
0.07%
First filed
2020 Q3
Last filed
2022 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 REDUCED 3,406 -33 -1.0% 0.01% $238K $65.76
2022 Q1 REDUCED 3,439 -1,411 -29.1% 0.01% $291K $79.13
2021 Q4 ADDED 4,850 +1,405 +40.8% 0.01% $421K $80.82
2020 Q4 REDUCED 3,445 -28,512 -89.2% 0.02% $230K $61.42
2020 Q3 INITIATED 31,957 — — 0.33% $3.6M $51.98
% of Fund (quarterly)    IYF price (monthly, adj. close)

Other funds also holding IYF

As of 2025 Q4 — sorted by position size

WealthCare Asset Management, LLC 5.07% ADVISORTRUST PARTNERS, LLC 5.04% First Citizens Financial Corp 3Y 3.47% HC Advisors, LLC 3Y 3.22% MinichMacGregor Wealth Management, LLC 3Y 7Y 3.02% Somerset Group LLC 3Y 7Y 2.45% Dynasty Wealth Management, LLC 3Y 7Y 2.23% Magnus Financial Group LLC 3Y 7Y 1.98% Centerline Wealth Advisors, LLC 1.94% Safe Harbor Fiduciary, LLC 1.72%
← Back to 55I, LLC Holdings