Ownership history in Yoder Wealth Management, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in ISHARES TR (TFLO). 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 | REDUCED | 53,095 | -11,116 | -17.3% | 1.22% | $2.7M | $50.17 |
| 2025 Q3 | REDUCED | 64,211 | -355 | -0.5% | 1.54% | $3.2M | $49.64 |
| 2025 Q2 | ADDED | 64,566 | +5,830 | +9.9% | 1.70% | $3.3M | $49.16 |
| 2025 Q1 | ADDED | 58,736 | +11,020 | +23.1% | 1.67% | $3.0M | $48.64 |
| 2024 Q4 | ADDED | 47,716 | +25,119 | +111.2% | 1.33% | $2.4M | $48.13 |
| 2024 Q3 | REDUCED | 22,597 | -18,620 | -45.2% | 0.69% | $1.1M | $47.52 |
| 2024 Q2 | ADDED | 41,217 | +4,775 | +13.1% | 1.35% | $2.1M | $46.95 |
| 2024 Q1 | ADDED | 36,442 | +25,892 | +245.4% | 1.21% | $1.8M | $46.31 |
| 2023 Q4 | ADDED | 10,550 | +5,150 | +95.4% | 0.38% | $532K | $45.69 |
| 2023 Q3 | INITIATED | 5,400 | — | — | 0.23% | $274K | — |
As of 2025 Q4 — sorted by position size