IGSB — ISHARES TR

Ownership history in Astoria Strategic Wealth, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Astoria Strategic Wealth, Inc. reported a position in ISHARES TR (IGSB). 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
7.37% (2023 Q1)
Avg. % of fund
5.23%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 373,158 -13,620 -3.5% 4.97% $19.7M $52.49
2025 Q3 REDUCED 386,778 -4,826 -1.2% 5.19% $20.5M $51.85
2025 Q2 ADDED 391,604 +7,582 +2.0% 5.58% $20.7M $51.00
2025 Q1 ADDED 384,022 +4,573 +1.2% 5.91% $20.1M $50.07
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% Matson Money. Inc. 3Y 7Y 23.6% MARYLAND CAPITAL ADVISORS INC. 3Y 22.22% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% Courage Miller Partners, LLC 3Y 7Y 6.94% BARINGS LLC 3Y 7Y 6.66% Wealth Forward, LLC 6.1%
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