IYF β€” ISHARES TR

Ownership history in ADVISORTRUST PARTNERS, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which ADVISORTRUST PARTNERS, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.04% (2025 Q4)
πŸ“Š Avg. % of fund
5.04%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    IYF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 88,935 β€” β€” 5.04% $11.5M $128.30

🏒 Other funds also holding IYF

As of 2025 Q4 β€” sorted by position size

WealthCare Asset Management, LLC 5.07% 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% FORTE ASSET MANAGEMENT LLC 3Y 1.69%
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