IGRO — ISHARES TR

Ownership history in Goepper Burkhardt LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Goepper Burkhardt LLC reported a position in ISHARES TR (IGRO). 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
0.82% (2025 Q4)
Avg. % of fund
0.52%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,410 +12,708 +71.8% 0.82% $2.5M $82.48
2025 Q3 ADDED 17,702 +8,935 +101.9% 0.48% $1.4M $78.91
2025 Q2 INITIATED 8,767 — — 0.25% $692K $77.72
% of Fund (quarterly)    IGRO price (monthly, adj. close)

Other funds also holding IGRO

As of 2025 Q4 — sorted by position size

AJ Advisors, LLC 3Y 13.12% RIVER'S EDGE WEALTH MANAGEMENT, LLC 6.44% Lynx Investment Advisory 3.4% TrueWealth Advisors, LLC 3Y 1.82% Concord Asset Management, LLC/VA 1.17% Rothschild Wealth LLC 3Y 1.13% WealthPLAN Partners, LLC 3Y 7Y 1.02% John W. Brooker & Co., CPAs 3Y 0.9% Concord Wealth Partners 3Y 0.89% WealthPlan Investment Management, LLC 3Y 0.88%
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