Ownership history in Capital Analysts, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 156 | — | 0% | 0.00% | $20K | $125.46 |
| 2025 Q2 | UNCHANGED | 156 | — | 0% | 0.00% | $19K | $119.49 |
| 2025 Q1 | UNCHANGED | 156 | — | 0% | 0.00% | $18K | $111.09 |
| 2024 Q4 | UNCHANGED | 156 | — | 0% | 0.00% | $17K | $108.50 |
| 2024 Q3 | UNCHANGED | 156 | — | 0% | 0.00% | $16K | $101.54 |
| 2024 Q2 | UNCHANGED | 156 | — | 0% | 0.00% | $15K | $92.09 |
| 2024 Q1 | UNCHANGED | 156 | — | 0% | 0.00% | $15K | $92.85 |
| 2023 Q4 | UNCHANGED | 156 | — | 0% | 0.00% | $13K | $82.64 |
| 2023 Q3 | UNCHANGED | 156 | — | 0% | 0.00% | $12K | $71.99 |
| 2023 Q2 | UNCHANGED | 156 | — | 0% | 0.00% | $12K | $71.47 |
As of 2025 Q4 — sorted by position size