IDEV — ISHARES TR

Ownership history in Friday Financial  ·  5 quarters on record

This page tracks every 13F SEC filing in which Friday Financial reported a position in ISHARES TR (IDEV). 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
4.22% (2025 Q4)
Avg. % of fund
4.01%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 145,204 +22,743 +18.6% 4.22% $12.0M $82.48
2025 Q3 ADDED 122,461 +14,352 +13.3% 4.11% $9.8M $78.70
2025 Q2 ADDED 108,109 +10,207 +10.4% 4.18% $8.2M $74.65
2025 Q1 ADDED 97,902 +19,546 +24.9% 4.06% $6.8M $66.49
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IDEV price (monthly, adj. close)

Other funds also holding IDEV

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 22.57% AAF Wealth Management, LLC 3Y 14.6% TFC Financial Management, Inc. 3Y 14.49% Veery Capital, LLC 3Y 9.96% Accelerate Investment Advisors LLC 9.89% Mann Financial Group, Inc. 9.39% RIVERSEDGE ADVISORS, LLC 3Y 9.12% Standpoint Asset Management, LLC 3Y 8.85% Kondo Wealth Advisors, Inc. 8.64% Hi-Line Capital Management, LLC 3Y 8.58%
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