PFF — ISHARES TR

Ownership history in Powers Advisory Group, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory Group, LLC reported a position in ISHARES TR (PFF). 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
0.6% (2022 Q3)
Avg. % of fund
0.33%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,541 -1,798 -19.3% 0.09% $238K $30.83
2025 Q2 REDUCED 9,339 -1,625 -14.8% 0.13% $287K $29.44
2025 Q1 REDUCED 10,964 -988 -8.3% 0.16% $337K $28.98
2024 Q4 REDUCED 11,952 -6,104 -33.8% 0.19% $376K $29.33
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PFF price (monthly, adj. close)

Other funds also holding PFF

As of 2025 Q4 — sorted by position size

Glaxis Capital Management, LLC 3Y 7Y 10.79% Bramshill Investments, LLC 3Y 7Y 6.28% Risk Paradigm Group, LLC 3Y 7Y 5.58% BARD ASSOCIATES INC 3Y 7Y 5.52% SWAN Capital LLC 4.93% Capital Square, LLC 3Y 4.64% Cordoba Advisory Partners LLC 4.33% REDMONT WEALTH ADVISORS LLC 3Y 3.3% Summit Financial Wealth Advisors, LLC 3Y 7Y 3.1% Sagace Wealth Management LLC 3.03%
← Back to Powers Advisory Group, LLC Holdings