IEI ISHARES TR

Ownership history in ETF Store, Inc.  ·  11 quarters on record

This page tracks every 13F SEC filing in which ETF Store, Inc. reported a position in ISHARES TR (IEI). 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
3.75% (2024 Q4)
Avg. % of fund
3.01%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,950 +607 +2.3% 3.28% $3.2M $118.66
2025 Q3 ADDED 26,343 +2,194 +9.1% 3.34% $3.1M $117.40
2025 Q2 REDUCED 24,149 -492 -2.0% 3.33% $2.9M $115.97
2025 Q1 REDUCED 24,641 -1,544 -5.9% 3.57% $2.9M $114.04
2024 Q4 ADDED 26,185 +2,109 +8.8% 3.75% $3.0M $110.93
2024 Q3 ADDED 24,076 +4,565 +23.4% 2.96% $2.9M $113.59
2024 Q2 REDUCED 19,511 -18,326 -48.4% 2.32% $2.3M $108.78
2024 Q1 ADDED 37,837 +5,861 +18.3% 2.50% $4.4M $108.25
2023 Q4 REDUCED 31,976 -2,931 -8.4% 2.42% $3.7M $108.96
2023 Q3 ADDED 34,907 +142 +0.4% 2.79% $3.9M $104.27
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% of Fund (quarterly)    IEI price (monthly, adj. close)
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