Family Firm, Inc.’s Ishares Tr Position
Does Family Firm, Inc. own Ishares Tr (IGE)? Yes — 316.6K shares worth $14M (+3.38% of its 13F portfolio) as of Q2 2025, up from 306.4K shares the prior filed quarter.
Position Value
$14M
Q2 2025
Shares
316.6K
% of Portfolio
+3.38%
Quarters Held
27
currently held
Position History IGE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 316.6K | $14M | +3.38% |
| Q1 2025 | 306.4K | $14M | +3.11% |
| Q4 2024 | 492.8K | $13M | +2.83% |
| Q3 2024 | 495.4K | $13M | +2.89% |
| Q2 2024 | 481.5K | $13M | +2.81% |
| Q1 2024 | 268.1K | $12M | +2.94% |
| Q4 2023 | 264.4K | $11M | +2.78% |
| Q3 2023 | 257.4K | $11M | +3.01% |
| Q2 2023 | 262.6K | $10M | +2.69% |
| Q1 2023 | 255.1K | $10M | +2.77% |
| Q4 2022 | 247.8K | $10M | +2.95% |
| Q3 2022 | 251.1K | $9M | +2.79% |
| Q2 2022 | 263.0K | $9M | +2.79% |
| Q1 2022 | 274.5K | $11M | +2.91% |
| Q4 2021 | 282.4K | $9M | +2.30% |
| Q3 2021 | 299.6K | $10M | +2.57% |
| Q2 2021 | 290.6K | $9M | +2.41% |
| Q1 2021 | 294.0K | $8M | +2.34% |
| Q4 2020 | 294.8K | $7M | +2.22% |
| Q3 2020 | 260.9K | $5M | +1.85% |
| Q2 2020 | 272.8K | $6M | +2.21% |
| Q1 2020 | 268.8K | $4M | +1.90% |
| Q4 2019 | 278.6K | $8M | +2.84% |
| Q3 2019 | 272.8K | $8M | +2.82% |
| Q2 2019 | 276.9K | $9M | +3.00% |
| Q1 2019 | 278.6K | $9M | +3.18% |
| Q4 2018 | 269.7K | $7M | +2.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Family Firm, Inc.’s full portfolio or all institutional holders of IGE.