Ownership history in Values First Advisors, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in ISHARES TR (IEF). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 55,499 | +2,400 | +4.5% | 2.77% | $5.3M | $95.57 |
| 2025 Q3 | ADDED | 53,099 | +1,155 | +2.2% | 2.74% | $5.1M | $94.69 |
| 2025 Q2 | REDUCED | 51,944 | -852 | -1.6% | 2.71% | $5.0M | $93.10 |
| 2025 Q1 | ADDED | 52,796 | +1,767 | +3.5% | 2.94% | $5.0M | $91.82 |
| 2024 Q4 | ADDED | 51,029 | +17,806 | +53.6% | 2.60% | $4.7M | $88.47 |
| 2024 Q3 | ADDED | 33,223 | +945 | +2.9% | 1.77% | $3.3M | $92.74 |
| 2024 Q2 | ADDED | 32,278 | +1,365 | +4.4% | 1.81% | $3.0M | $87.72 |
| 2024 Q1 | ADDED | 30,913 | +2,525 | +8.9% | 1.72% | $2.9M | $87.88 |
| 2023 Q4 | ADDED | 28,388 | +28,386 | +1419300.0% | 1.65% | $2.7M | $89.03 |
| 2023 Q3 | UNCHANGED | 2 | — | 0% | 0.00% | $138 | $83.67 |
As of 2025 Q4 — sorted by position size