IFGL — ISHARES TR

Ownership history in Prosperity Planning, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in ISHARES TR (IFGL). 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
0.11% (2022 Q4)
Avg. % of fund
0.09%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,857 +209 +1.4% 0.09% $343K $22.97
2025 Q3 ADDED 14,648 +216 +1.5% 0.09% $337K $22.60
2025 Q2 REDUCED 14,432 -254 -1.7% 0.09% $328K $22.13
2025 Q1 ADDED 14,686 +45 +0.3% 0.09% $290K $18.99
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IFGL price (monthly, adj. close)

Other funds also holding IFGL

As of 2025 Q4 — sorted by position size

Running Point Capital Advisors, LLC 3Y 0.55% Old Port Advisors 3Y 7Y 0.39% Financial Alternatives, Inc 3Y 0.21% COURIER CAPITAL LLC 3Y 7Y 0.2% MARYLAND CAPITAL ADVISORS INC. 3Y 0.19% Ariadne Wealth Management, LP 0.14% Gallagher Fiduciary Advisors, LLC 3Y 7Y 0.04% Private Wealth Management Group, LLC 0.04% Dunhill Financial, LLC 0.04% AWM CAPITAL, LLC 3Y 0.03%
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