SEC 13F Intelligence

Family Firm, Inc. / IGOV

Family Firm, Inc.’s Ishares Tr Position

Does Family Firm, Inc. own Ishares Tr (IGOV)? Yes172.3K shares worth $7M (+1.79% of its 13F portfolio) as of Q2 2025, up from 171.4K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
172.3K
% of Portfolio
+1.79%
Quarters Held
27
currently held

Position History IGOV

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025172.3K$7M+1.79%
Q1 2025171.4K$7M+1.51%
Q4 2024168.8K$6M+1.44%
Q3 2024165.7K$7M+1.52%
Q2 2024194.0K$6M+1.37%
Q1 2024193.8K$6M+1.54%
Q4 2023148.0K$6M+1.58%
Q3 2023146.4K$5M+1.53%
Q2 2023145.2K$6M+1.52%
Q1 2023139.7K$6M+1.56%
Q4 2022134.6K$5M+1.54%
Q3 2022130.8K$6M+1.59%
Q2 2022124.9K$6M+1.62%
Q1 2022124.9K$6M+1.62%
Q4 2021124.9K$6M+1.62%
Q3 2021121.7K$6M+1.64%
Q2 2021112.3K$6M+1.60%
Q1 2021107.6K$6M+1.61%
Q4 2020104.7K$6M+1.71%
Q3 2020101.6K$5M+1.92%
Q2 2020102.9K$5M+1.96%
Q1 2020101.3K$5M+2.12%
Q4 2019104.5K$5M+1.77%
Q3 2019101.4K$5M+1.82%
Q2 2019101.1K$5M+1.82%
Q1 201996.0K$5M+1.71%
Q4 201894.9K$5M+1.84%

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 IGOV.