AGZ ISHARES TR

Ownership history in Fluent Financial, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Fluent Financial, LLC reported a position in ISHARES TR (AGZ). 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.

Peak position
1.61% (2025 Q4)
Avg. % of fund
1.34%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,361 +1,614 +4.4% 1.61% $4.2M $109.59
2025 Q3 ADDED 36,747 +2,847 +8.4% 1.59% $4.1M $108.36
2025 Q2 ADDED 33,900 +8,298 +32.4% 1.53% $3.7M $106.69
2025 Q1 ADDED 25,602 +2,569 +11.2% 1.22% $2.8M $105.41
2024 Q4 REDUCED 23,033 -437 -1.9% 1.10% $2.5M $103.34
2024 Q3 ADDED 23,470 +3,488 +17.5% 1.25% $2.6M $104.43
2024 Q2 INITIATED 19,982 1.08% $2.2M
% of Fund (quarterly)    AGZ price (monthly, adj. close)
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