NYF ISHARES TR

Ownership history in MYECFO, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which MYECFO, LLC reported a position in ISHARES TR (NYF). 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
4.01% (2024 Q2)
Avg. % of fund
2.7%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 125,290 -2,300 -1.8% 2.85% $6.7M $53.24
2025 Q3 REDUCED 127,590 -3,044 -2.3% 3.10% $6.8M $52.53
2025 Q2 REDUCED 130,634 -4,396 -3.3% 3.34% $6.8M $50.94
2025 Q1 ADDED 135,030 +710 +0.5% 3.76% $7.1M $51.06
2024 Q4 REDUCED 134,320 -1,760 -1.3% 3.86% $7.1M $51.37
2024 Q3 ADDED 136,080 +5,740 +4.4% 4.01% $7.4M $51.95
2024 Q2 ADDED 130,340 +72,068 +123.7% 4.01% $7.0M $50.70
2024 Q1 ADDED 58,272 +27,210 +87.6% 2.11% $3.6M $50.75
2023 Q4 ADDED 31,062 +4,994 +19.2% 1.06% $1.7M $50.79
2023 Q3 ADDED 26,068 +11,123 +74.4% 0.92% $1.3M $47.50
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% of Fund (quarterly)    NYF price (monthly, adj. close)
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