ISTB — ISHARES TR

Ownership history in Values First Advisors, Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, Inc. reported a position in ISHARES TR (ISTB). 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
4.13% (2024 Q3)
Avg. % of fund
3.57%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 137,130 +6,616 +5.1% 3.47% $6.7M $48.41
2025 Q3 ADDED 130,514 +2,749 +2.2% 3.41% $6.4M $47.83
2025 Q2 REDUCED 127,765 -1,637 -1.3% 3.39% $6.2M $47.15
2025 Q1 ADDED 129,402 +128 +0.1% 3.65% $6.3M $46.38
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% Boyd Wealth Management, LLC 3Y 5.6% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14%
← Back to Values First Advisors, Inc. Holdings