IEF ISHARES TR

Ownership history in ETF Store, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which ETF Store, Inc. reported a position in ISHARES TR (IEF). 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
2.55% (2024 Q4)
Avg. % of fund
1.9%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,804 +469 +2.1% 2.24% $2.2M $95.57
2025 Q3 ADDED 22,335 +1,233 +5.8% 2.28% $2.2M $94.69
2025 Q2 REDUCED 21,102 -588 -2.7% 2.34% $2.0M $93.10
2025 Q1 REDUCED 21,690 -551 -2.5% 2.54% $2.1M $91.82
2024 Q4 ADDED 22,241 +633 +2.9% 2.55% $2.1M $88.47
2024 Q3 ADDED 21,608 +7,635 +54.6% 2.18% $2.1M $92.74
2024 Q2 REDUCED 13,973 -11,738 -45.7% 1.35% $1.3M $87.72
2024 Q1 ADDED 25,711 +3,460 +15.5% 1.39% $2.4M $87.88
2023 Q4 REDUCED 22,251 -1,058 -4.5% 1.39% $2.1M $89.03
2023 Q3 ADDED 23,309 +783 +3.5% 1.49% $2.1M $83.67
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEF price (monthly, adj. close)
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