Ownership history in IFG Advisory, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in ISHARES MORNINGSTAR (IMCB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,455 | -849 | -25.7% | 0.01% | $204K | $82.47 |
| 2022 Q1 | REDUCED | 3,304 | -100 | -2.9% | 0.02% | $222K | $63.24 |
| 2021 Q4 | ADDED | 3,404 | +12 | +0.4% | 0.02% | $241K | $66.57 |
| 2021 Q3 | ADDED | 3,392 | +12 | +0.4% | 0.02% | $225K | $62.10 |
| 2021 Q2 | ADDED | 3,380 | +2,537 | +300.9% | 0.03% | $226K | $62.36 |
| 2021 Q1 | REDUCED | 843 | -66 | -7.3% | 0.03% | $211K | $58.33 |
| 2020 Q4 | REDUCED | 909 | -300 | -24.8% | 0.03% | $212K | $54.21 |
| 2020 Q3 | REDUCED | 1,209 | -152 | -11.2% | 0.04% | $242K | $46.22 |
| 2020 Q2 | ADDED | 1,361 | +3 | +0.2% | 0.05% | $251K | $42.40 |
| 2020 Q1 | REDUCED | 1,358 | -622 | -31.4% | 0.05% | $208K | $35.12 |
As of 2025 Q4 — sorted by position size