EFV — ISHARES TR

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in ISHARES TR (EFV). 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
4.09% (2025 Q1)
Avg. % of fund
3.12%
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 1,087,844 +45,865 +4.4% 3.87% $77.7M $71.41
2025 Q3 ADDED 1,041,979 +65,887 +6.8% 3.81% $70.7M $66.32
2025 Q2 ADDED 976,092 +52,055 +5.6% 3.79% $62.0M $62.07
2025 Q1 ADDED 924,037 +907,276 +5413.0% 4.09% $54.5M $56.40
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EFV price (monthly, adj. close)

Other funds also holding EFV

As of 2025 Q4 — sorted by position size

Bruce G. Allen Investments, LLC 15.69% INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.4% BRAVE ASSET MANAGEMENT INC 3Y 7Y 12.15% hemming& Wealth Management, Inc. 11.33% Covenant Partners, LLC 3Y 7Y 7.95% Valence8 US LP 3Y 7.61% Shum Financial Group, Inc. 7.58% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.44% Auto-Owners Insurance Co 3Y 6.88% EQ LLC 3Y 6.79%
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