IQDY — FLEXSHARES TR

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FLEXSHARES TR (IQDY). 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 Q3 REDUCED 1,588 -779 -32.9% 0.00% $54K $33.73
2023 Q4 UNCHANGED 2,367 — 0% 0.00% $66K $25.15
2023 Q1 REDUCED 2,367 -1,575 -40.0% 0.00% $62K $22.22
2022 Q4 INITIATED 3,942 — — 0.00% $95K —
% of Fund (quarterly)    IQDY price (monthly, adj. close)

Other funds also holding IQDY

As of 2025 Q4 — sorted by position size

Herold Advisors, Inc. 3Y 0.84% Navis Wealth Advisors, LLC 3Y 0.49% Asset Allocation Strategies LLC 3Y 0.39% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.11% Reliant Wealth Planning 3Y 0.07% Southland Equity Partners LLC 0.07% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.07% FLOW TRADERS U.S. LLC 3Y 7Y 0.07% RFG Advisory, LLC 3Y 7Y 0.05% Capital Advisors, Ltd. LLC 3Y 7Y 0.04%
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