IYF — ISHARES TR

Ownership history in Astoria Portfolio Advisors LLC.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Astoria Portfolio Advisors 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
0.17% (2025 Q3)
Avg. % of fund
0.17%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 5,041 — — 0.17% $630K $126.08
% 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%
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