IQDF — FLEXSHARES TR

Ownership history in WealthPoint Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which WealthPoint Financial, LLC reported a position in FLEXSHARES TR (IQDF). 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
0.36% (2025 Q4)
Avg. % of fund
0.36%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 13,430 — — 0.36% $408K $30.40
% of Fund (quarterly)    IQDF price (monthly, adj. close)

Other funds also holding IQDF

As of 2025 Q4 — sorted by position size

VestGen Investment Management 3Y 7Y 1.73% FIRST FINANCIAL CORP /IN/ 3Y 7Y 1.2% Red Tortoise LLC 3Y 0.61% KEYBANK NATIONAL ASSOCIATION/OH 3Y 7Y 0.31% Anson Capital, Inc. 3Y 0.24% Quartz Partners, LLC 0.17% ABSOLUTE CAPITAL MANAGEMENT, LLC 3Y 0.1% Atlantic Private Wealth, LLC 3Y 0.1% Wealthspire Advisors, LLC 3Y 7Y 0.09% Empire Financial Management Company, LLC 0.08%
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