Ownership history in ETFIDEA, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which ETFIDEA, 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 89,954 | +620 | +0.7% | 2.96% | $9.3M | $101.54 |
| 2024 Q2 | REDUCED | 89,334 | -139 | -0.2% | 2.86% | $8.4M | $92.09 |
| 2024 Q1 | REDUCED | 89,473 | -168 | -0.2% | 2.92% | $8.6M | $92.85 |
| 2023 Q4 | ADDED | 89,641 | +5,389 | +6.4% | 2.88% | $7.7M | $82.64 |
| 2023 Q3 | REDUCED | 84,252 | -26 | -0.0% | 2.67% | $6.3M | $71.99 |
| 2023 Q2 | ADDED | 84,278 | +1,959 | +2.4% | 2.57% | $6.3M | $71.47 |
| 2023 Q1 | ADDED | 82,319 | +1,605 | +2.0% | 2.56% | $5.9M | $67.88 |
| 2022 Q4 | INITIATED | 80,714 | — | — | 2.81% | $5.5M | — |
As of 2025 Q4 — sorted by position size