Financial Partners Group, Inc IFRA — ISHARES TR

Ownership history in Financial Partners Group, Inc  ·  22 quarters on record

AI Ownership Summary

Financial Partners Group, Inc reported ISHARES TR (IFRA) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.17% in 2023 Q4. The latest visible filing shows IFRA at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IFRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Partners Group, Inc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IFRA was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IFRA stock page Financial Partners Group, Inc fund profile Financial Partners Group, Inc full holdings
How Financial Partners Group, Inc held IFRA — position size vs. price
% of Fund (quarterly)    IFRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 32,768 -149 -0.5% 0.22% $1.9M 2026-04-13 $59.70
2025 Q4 REDUCED — — — 32,917 -398 -1.2% 0.21% $1.8M 2026-02-03 $57.32
2025 Q3 ADDED — — — 33,315 +428 +1.3% 0.22% $1.8M 2025-10-17 $52.34
2025 Q2 ADDED — — — 32,887 +1,044 +3.3% 0.22% $1.6M 2025-07-15 $49.15
2025 Q1 REDUCED 5.6% +9.6% ❌ 31,843 -1,889 -5.6% 0.22% $1.4M 2025-05-06 $45.39
2024 Q4 REDUCED — — — 33,732 -342 -1.0% 0.23% $1.6M 2025-01-24 $47.29
2024 Q3 REDUCED 6.3% -1.2% ✅ 34,074 -2,293 -6.3% 0.24% $1.6M 2024-10-30 $45.78
2024 Q2 ADDED — — — 36,367 +1,768 +5.1% 0.24% $1.5M 2024-07-19 $43.09
2024 Q1 REDUCED 78.6% -3.8% ✅ 34,599 -127,194 -78.6% 0.24% $1.5M 2024-05-07 $41.92
2023 Q4 REDUCED 5.0% +7.5% ❌ 161,793 -8,591 -5.0% 1.17% $6.5M 2024-02-09 $37.76
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IFRA

As of 2026 Q1 — sorted by position size

Laurel Wealth Planning LLC 3Y 5.56% Urban Wealth Management, LLC 2.1% HOGE FINANCIAL SERVICES, LLC 2.02% Consilium Wealth Advisory, LLC 3Y 1.63% Silver Coast Investments LLC 1.14% Elm3 Financial Group, LLC 0.88% HERBST GROUP, LLC 3Y 0.75% Wealthcare Capital Partners, LLC 0.7% CLIENT 1ST ADVISORY GROUP, LLC 3Y 0.68% Comprehensive Money Management Services LLC 0.63%

FAQ About Financial Partners Group, Inc and IFRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Partners Group, Inc reported owning IFRA?

Financial Partners Group, Inc reported IFRA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IFRA position in Financial Partners Group, Inc's portfolio?

The largest reported portfolio weight for IFRA was 1.17% in 2023 Q4.

What is the latest reported IFRA position on this page?

The most recent filing on this page is 2026 Q1, when Financial Partners Group, Inc reported 32,768 shares, equal to 0.22% of portfolio, with an estimated market value of $1.9M.

What does the chart on this IFRA ownership page compare?

The chart compares Financial Partners Group, Inc's quarterly IFRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Partners Group, Inc time their IFRA position?

Based on 13F filing dates vs. subsequent IFRA price moves, Financial Partners Group, Inc correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on IFRA relative to SPY over the holding period was +1.8%.

← Back to Financial Partners Group, Inc Holdings