IGF — ISHARES TR

Ownership history in Beta Wealth Group, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in ISHARES TR (IGF). 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
1.9% (2025 Q3)
Avg. % of fund
0.81%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 75,477 -3,357 -4.3% 1.86% $4.6M $61.36
2025 Q3 ADDED 78,834 +4,419 +5.9% 1.90% $4.8M $60.14
2025 Q2 ADDED 74,415 +68,001 +1060.2% 1.61% $4.4M $58.25
2023 Q4 REDUCED 6,414 -36,394 -85.0% 0.16% $302K $44.06
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGF price (monthly, adj. close)

Other funds also holding IGF

As of 2025 Q4 — sorted by position size

Chicago Wealth Management, Inc. 3Y 4.6% Hyposwiss Advisors SA 3.21% Ballentine Partners, LLC 3Y 7Y 2.05% FSM Wealth Advisors, LLC 3Y 1.99% B & T Capital Management DBA Alpha Capital Management 3Y 7Y 1.82% Waldron Private Wealth LLC 3Y 7Y 1.64% NorthRock Partners, LLC 3Y 7Y 1.5% CORRADO ADVISORS, LLC 3Y 7Y 1.31% Stelac Advisory Services LLC 3Y 7Y 1.24% Symphony Financial, Ltd. Co. 3Y 1.15%
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