IDEV — ISHARES TR

Ownership history in RIVERSEDGE ADVISORS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which RIVERSEDGE ADVISORS, LLC reported a position in ISHARES TR (IDEV). 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
9.12% (2025 Q4)
Avg. % of fund
6.93%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 679,736 +42,511 +6.7% 9.12% $56.1M $82.48
2025 Q3 ADDED 637,225 +38,598 +6.4% 8.56% $51.1M $78.70
2025 Q2 ADDED 598,627 +86,721 +16.9% 8.90% $45.5M $74.65
2025 Q1 ADDED 511,906 +496,205 +3160.3% 7.87% $35.3M $66.49
2024 Q4 INITIATED 15,701 — — 0.23% $1.0M $62.22
% of Fund (quarterly)    IDEV price (monthly, adj. close)

Other funds also holding IDEV

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 22.57% AAF Wealth Management, LLC 3Y 14.6% TFC Financial Management, Inc. 3Y 14.49% Veery Capital, LLC 3Y 9.96% Accelerate Investment Advisors LLC 9.89% Mann Financial Group, Inc. 9.39% Standpoint Asset Management, LLC 3Y 8.85% Kondo Wealth Advisors, Inc. 8.64% Hi-Line Capital Management, LLC 3Y 8.58% Klaas Financial Asset Advisors, LLC 3Y 8.52%
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