IYM ISHARES

Ownership history in Advisory Services Network, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES (IYM). 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
0.44% (2014 Q2)
Avg. % of fund
0.11%
First filed
2013 Q4
Last filed
2025 Q3
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 137 -1,384 -91.0% 0.00% $20K $147.08
2023 Q4 REDUCED 1,521 -6,975 -82.1% 0.01% $210K $133.58
2023 Q3 REDUCED 8,496 -56,648 -87.0% 0.03% $1.1M $121.49
2023 Q2 REDUCED 65,144 -522 -0.8% 0.23% $8.7M $127.23
2023 Q1 ADDED 65,666 +1,207 +1.9% 0.24% $8.7M $126.21
2022 Q4 REDUCED 64,459 -1,588 -2.4% 0.25% $8.0M $118.39
2022 Q3 ADDED 66,047 +294 +0.4% 0.25% $7.1M $102.07
2022 Q2 ADDED 65,753 +65,147 +10750.3% 0.26% $7.7M $110.38
2021 Q2 ADDED 606 +160 +35.9% 0.00% $79K $120.03
2020 Q4 ADDED 446 +294 +193.4% 0.00% $51K $103.74
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYM price (monthly, adj. close)
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