IDEV — ISHARES TR

Ownership history in David J Yvars Group  ·  3 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group reported a position in ISHARES TR (IDEV). 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
3.8% (2025 Q4)
Avg. % of fund
3.67%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,596 +5,158 +6.3% 3.80% $7.1M $82.48
2025 Q3 REDUCED 81,438 -2,022 -2.4% 3.50% $6.5M $78.70
2025 Q2 INITIATED 83,460 — — 3.72% $6.3M $74.65
% of Fund (quarterly)    IDEV price (monthly, adj. close)

Other funds also holding IDEV

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 22.57% AAF Wealth Management, LLC 3Y 14.6% TFC Financial Management, Inc. 3Y 14.49% Veery Capital, LLC 3Y 9.96% Accelerate Investment Advisors LLC 9.89% Mann Financial Group, Inc. 9.39% RIVERSEDGE ADVISORS, LLC 3Y 9.12% Standpoint Asset Management, LLC 3Y 8.85% Kondo Wealth Advisors, Inc. 8.64% Hi-Line Capital Management, LLC 3Y 8.58%
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