Ownership history in First Affirmative Financial Network · 13 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in ISHARES TR (IBMN). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 15,238 | +584 | +4.0% | 0.25% | $408K | $26.30 |
| 2024 Q4 | REDUCED | 14,654 | -563 | -3.7% | 0.23% | $390K | $26.08 |
| 2024 Q3 | ADDED | 15,217 | +606 | +4.1% | 0.22% | $406K | $25.95 |
| 2024 Q2 | ADDED | 14,611 | +527 | +3.7% | 0.27% | $387K | $25.65 |
| 2024 Q1 | ADDED | 14,084 | +171 | +1.2% | 0.27% | $373K | $25.49 |
| 2023 Q4 | ADDED | 13,913 | +11 | +0.1% | 0.29% | $369K | $25.49 |
| 2023 Q3 | REDUCED | 13,902 | -502 | -3.5% | 0.35% | $363K | $24.88 |
| 2023 Q2 | REDUCED | 14,404 | -360 | -2.4% | 0.38% | $379K | $25.02 |
| 2023 Q1 | REDUCED | 14,764 | -1,385 | -8.6% | 0.45% | $393K | $25.18 |
| 2022 Q4 | ADDED | 16,149 | +3,665 | +29.4% | 0.52% | $426K | $24.88 |