IEFA ISHARES CORE

Ownership history in IFG Advisory, LLC  ·  33 quarters on record

AI Ownership Summary

IFG Advisory, LLC reported ISHARES CORE (IEFA) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows IEFA at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFG Advisory, LLC's position in ISHARES CORE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEFA was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFG Advisory, LLC held IEFA — position size vs. price
% of Fund (quarterly)    IEFA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 277,067 +31,550 +12.9% 1.08% $24.8M 2026-02-14 (Est.) $97.28
2025 Q3 ADDED 245,517 +13,872 +6.0% 0.97% $21.4M 2025-11-12 $88.18
2025 Q2 ADDED 231,645 +22,335 +10.7% 0.97% $19.3M 2025-08-04 $81.25
2025 Q1 ADDED 209,310 +47,553 +29.4% 0.88% $15.8M 2025-05-08 $76.60
2024 Q4 ADDED 161,757 +23,542 +17.0% 0.64% $11.4M 2025-02-14 $73.24
2024 Q3 ADDED 138,215 +24,896 +22.0% 0.69% $10.8M 2024-10-30 $70.45
2024 Q2 ADDED 113,319 +22,042 +24.1% 0.53% $8.2M 2024-07-30 $69.97
2024 Q1 ADDED 91,277 +35,731 +64.3% 0.51% $6.8M 2024-05-06 $68.89
2023 Q4 ADDED 55,546 +8,287 +17.5% 0.29% $3.9M 2024-01-17 $63.53
2023 Q3 REDUCED 47,259 -4,624 -8.9% 0.26% $3.0M 2023-11-13 $59.40
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFG Advisory, LLC and IEFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFG Advisory, LLC reported owning IEFA?

IFG Advisory, LLC reported IEFA across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IEFA position in IFG Advisory, LLC's portfolio?

The largest reported portfolio weight for IEFA was 1.08% in 2025 Q4.

What is the latest reported IEFA position on this page?

The most recent filing on this page is 2025 Q4, when IFG Advisory, LLC reported 277,067 shares, equal to 1.08% of portfolio, with an estimated market value of $24.8M.

What does the chart on this IEFA ownership page compare?

The chart compares IFG Advisory, LLC's quarterly IEFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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