DIVB ISHARES CORE

Ownership history in IFG Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in ISHARES CORE (DIVB). 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
1.07% (2024 Q4)
Avg. % of fund
0.84%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 280,108 -1,009 -0.4% 0.65% $14.9M $52.82
2025 Q3 REDUCED 281,117 -43,051 -13.3% 0.67% $14.7M $51.55
2025 Q2 REDUCED 324,168 -2,858 -0.9% 0.82% $16.3M $49.33
2025 Q1 REDUCED 327,026 -72,451 -18.1% 0.88% $15.9M $47.28
2024 Q4 ADDED 399,477 +73,010 +22.4% 1.07% $18.9M $45.89
2024 Q3 ADDED 326,467 +49,962 +18.1% 1.01% $15.8M $46.57
2024 Q2 INITIATED 276,505 0.78% $12.2M
% of Fund (quarterly)    DIVB price (monthly, adj. close)
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