Ownership history in First Affirmative Financial Network · 16 quarters on record
This page tracks every 13F SEC filing in which First Affirmative Financial Network reported a position in ISHARES TR (DSI). 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 Q3 | ADDED | 42,849 | +2,347 | +5.8% | 2.56% | $5.0M | $125.29 |
| 2025 Q1 | REDUCED | 40,502 | -22,562 | -35.8% | 2.54% | $4.1M | $101.40 |
| 2024 Q4 | REDUCED | 63,064 | -6,318 | -9.1% | 4.01% | $7.0M | $108.88 |
| 2024 Q3 | ADDED | 69,382 | +28,614 | +70.2% | 4.13% | $7.5M | $107.13 |
| 2024 Q2 | ADDED | 40,768 | +133 | +0.3% | 2.94% | $4.2M | $101.94 |
| 2024 Q1 | REDUCED | 40,635 | -8,183 | -16.8% | 3.02% | $4.1M | $98.75 |
| 2023 Q4 | ADDED | 48,818 | +16,786 | +52.4% | 3.55% | $4.4M | $88.97 |
| 2023 Q3 | REDUCED | 32,032 | -17,764 | -35.7% | 2.55% | $2.6M | $79.27 |
| 2023 Q2 | REDUCED | 49,796 | -3,393 | -6.4% | 4.19% | $4.2M | $81.65 |
| 2023 Q1 | REDUCED | 53,189 | -2,353 | -4.2% | 4.80% | $4.1M | $75.48 |
As of 2025 Q4 — sorted by position size