NYF β€” ISHARES TR

Ownership history in First Affirmative Financial Network  Β·  9 quarters on record

AI Ownership Summary

First Affirmative Financial Network reported ISHARES TR (NYF) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows NYF at 0.14% 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 NYF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Affirmative Financial Network'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
2025 Q1

NYF was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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 2025 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.

NYF stock page First Affirmative Financial Network fund profile First Affirmative Financial Network full holdings
How First Affirmative Financial Network held NYF β€” position size vs. price
% of Fund (quarterly)    NYF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 4,450 +150 +3.5% 0.14% $234K 2025-04-11 $49.86
2023 Q4 ADDED 4,300 +89 +2.1% 0.19% $233K 2024-01-08 $50.86
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NYF

As of 2025 Q4 β€” sorted by position size

High Probability Advisors, LLC 4.49% SATOVSKY ASSET MANAGEMENT LLC 3Y 3.36% MYECFO, LLC 2.85% Note Advisors, LLC 2.61% DURANTE & WATERS, LLC 2.11% Hamilton Wealth, LLC 3Y 7Y 1.58% Whitegate Investment Counselors, Inc. 3Y 7Y 1.53% BRIGHTON SECURITIES CORP. 1.22% Westfuller Advisors, LLC 1.05% Godfrey Financial Associates, Inc. 1.02%

FAQ About First Affirmative Financial Network and NYF

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

How long has First Affirmative Financial Network reported owning NYF?

First Affirmative Financial Network reported NYF across 2 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported NYF position in First Affirmative Financial Network's portfolio?

The largest reported portfolio weight for NYF was 0.19% in 2023 Q4.

What is the latest reported NYF position on this page?

The most recent filing on this page is 2025 Q1, when First Affirmative Financial Network reported 4,450 shares, equal to 0.14% of portfolio, with an estimated market value of $234K.

What does the chart on this NYF ownership page compare?

The chart compares First Affirmative Financial Network's quarterly NYF 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.

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