Ownership history in PFG Advisors · 30 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors reported a position in ISHARES TR (IEF). 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 | 162,138 | +3,796 | +2.4% | 0.76% | $15.6M | $95.57 |
| 2025 Q3 | ADDED | 158,342 | +12,119 | +8.3% | 0.63% | $15.3M | $94.69 |
| 2025 Q1 | ADDED | 146,223 | +978 | +0.7% | 0.78% | $13.9M | $91.82 |
| 2024 Q4 | ADDED | 145,245 | +10,035 | +7.4% | 0.82% | $13.4M | $88.47 |
| 2024 Q3 | ADDED | 135,210 | +78,825 | +139.8% | 0.84% | $13.3M | $92.74 |
| 2024 Q2 | ADDED | 56,385 | +8,982 | +18.9% | 0.36% | $5.3M | $87.72 |
| 2024 Q1 | ADDED | 47,403 | +1,255 | +2.7% | 0.33% | $4.5M | $87.88 |
| 2023 Q4 | ADDED | 46,148 | +3,002 | +7.0% | 0.36% | $4.4M | $89.03 |
| 2023 Q3 | ADDED | 43,146 | +4,120 | +10.6% | 0.35% | $4.0M | $83.67 |
| 2023 Q2 | ADDED | 39,026 | +4,063 | +11.6% | 0.29% | $3.8M | $87.59 |
As of 2025 Q4 — sorted by position size