INDY — ISHARES TR

Ownership history in KFA Private Wealth Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which KFA Private Wealth Group, LLC reported a position in ISHARES TR (INDY). 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
0.16% (2025 Q1)
Avg. % of fund
0.12%
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 8,107 +46 +0.6% 0.10% $400K $49.29
2025 Q3 REDUCED 8,061 -764 -8.7% 0.12% $410K $47.01
2025 Q2 UNCHANGED 8,825 — 0% 0.15% $480K $50.22
2025 Q1 ADDED 8,825 +4,554 +106.6% 0.16% $448K $46.89
2024 Q4 INITIATED 4,271 — — 0.09% $217K $46.96
% of Fund (quarterly)    INDY price (monthly, adj. close)

Other funds also holding INDY

As of 2025 Q4 — sorted by position size

Cypress Capital Group 3Y 7Y 0.36% PURSUE WEALTH PARTNERS LLC 3Y 0.33% Viewpoint Capital Management LLC 3Y 0.13% Summit Financial, LLC 3Y 7Y 0.1% OLD MISSION CAPITAL LLC 3Y 7Y 0.07% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.06% Activest Wealth Management 3Y 0.05% PITCAIRN CO 3Y 7Y 0.05% Boreal Capital Management LLC 0.04% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.02%
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