IYF — ISHARES TR

Ownership history in XML Financial, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which XML Financial, LLC reported a position in ISHARES TR (IYF). 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
1.45% (2022 Q2)
Avg. % of fund
0.91%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 112,672 +820 +0.7% 1.19% $14.5M $128.30
2025 Q3 ADDED 111,852 +428 +0.4% 1.15% $14.2M $125.46
2025 Q2 REDUCED 111,424 -301 -0.3% 1.17% $13.5M $119.49
2025 Q1 REDUCED 111,725 -1,142 -1.0% 1.18% $12.6M $111.09
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYF price (monthly, adj. close)

Other funds also holding IYF

As of 2025 Q4 — sorted by position size

WealthCare Asset Management, LLC 5.07% ADVISORTRUST PARTNERS, LLC 5.04% First Citizens Financial Corp 3Y 3.47% HC Advisors, LLC 3Y 3.22% MinichMacGregor Wealth Management, LLC 3Y 7Y 3.02% Somerset Group LLC 3Y 7Y 2.45% Dynasty Wealth Management, LLC 3Y 7Y 2.23% Magnus Financial Group LLC 3Y 7Y 1.98% Centerline Wealth Advisors, LLC 1.94% Safe Harbor Fiduciary, LLC 1.72%
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