QUAL ISHARES EDGE

Ownership history in TSFG, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which TSFG, LLC reported a position in ISHARES EDGE (QUAL). 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
2.41% (2025 Q3)
Avg. % of fund
0.27%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 41,695 -36,423 -46.6% 1.24% $8.3M $198.20
2025 Q3 ADDED 78,118 +8,173 +11.7% 2.41% $15.2M $193.49
2025 Q2 ADDED 69,945 +69,667 +25060.1% 2.31% $12.8M $181.43
2025 Q1 UNCHANGED 278 0% 0.01% $48K $169.22
2024 Q4 UNCHANGED 278 0% 0.01% $50K $175.94
2024 Q3 UNCHANGED 278 0% 0.01% $50K $176.62
2024 Q2 UNCHANGED 278 0% 0.01% $47K $167.69
2024 Q1 UNCHANGED 278 0% 0.01% $46K $161.07
2023 Q4 REDUCED 278 -201 -42.0% 0.01% $41K $143.88
2023 Q3 UNCHANGED 479 0% 0.02% $63K $128.39
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QUAL price (monthly, adj. close)
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