Ownership history in MFA WEALTH ADVISORS, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which MFA WEALTH ADVISORS, LLC reported a position in ISHARES TR (IXC). 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 Q4 | ADDED | 303,969 | +14,964 | +5.2% | 2.69% | $12.7M | $41.93 |
| 2025 Q3 | ADDED | 289,005 | +7,941 | +2.8% | 2.64% | $12.1M | $40.92 |
| 2025 Q2 | ADDED | 281,064 | +512 | +0.2% | 2.59% | $11.0M | $38.51 |
| 2025 Q1 | ADDED | 280,552 | +16,001 | +6.0% | 2.92% | $11.8M | $40.54 |
| 2024 Q4 | ADDED | 264,551 | +29,213 | +12.4% | 2.58% | $10.1M | $36.79 |
| 2024 Q3 | REDUCED | 235,338 | -791 | -0.3% | 2.08% | $9.5M | $38.16 |
| 2024 Q2 | ADDED | 236,129 | +196 | +0.1% | 2.14% | $9.8M | $39.13 |
| 2024 Q1 | REDUCED | 235,933 | -1,501 | -0.6% | 2.66% | $10.1M | $39.63 |
| 2023 Q4 | ADDED | 237,434 | +271 | +0.1% | 2.61% | $9.3M | $36.08 |
| 2023 Q3 | ADDED | 237,163 | +2,587 | +1.1% | 3.04% | $9.8M | $37.46 |
As of 2025 Q4 — sorted by position size