SEC 13F Intelligence

Ifg Advisory, LLC / IEFA

Ifg Advisory, LLC’s Ishares Tr Position

Does Ifg Advisory, LLC own Ishares Tr (IEFA)? Not currently — the last reported position was 277.1K shares worth $25M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q4 2025
Shares
277.1K
% of Portfolio
+1.08%
Quarters Held
28
position exited

Position History IEFA

Reported value by quarter
Q1 ’19: $22MQ1 ’19Q2 ’19: $23MQ3 ’19: $579,000Q4 ’19: $660,000Q1 ’20: $657,000Q1 ’20Q2 ’20: $348,000Q3 ’20: $544,000Q4 ’20: $439,000Q1 ’21: $556,000Q1 ’21Q2 ’21: $480,000Q3 ’21: $608,000Q4 ’21: $574,000Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $1MQ4 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ4 ’23: $4MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $11MQ4 ’24: $11MQ1 ’25: $16MQ1 ’25Q2 ’25: $19MQ3 ’25: $21MQ4 ’25: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025277.1K$25M+1.08%
Q3 2025245.5K$21M+0.97%
Q2 2025231.6K$19M+0.97%
Q1 2025209.3K$16M+0.88%
Q4 2024161.8K$11M+0.64%
Q3 2024138.2K$11M+0.69%
Q2 2024113.3K$8M+0.53%
Q1 202491.3K$7M+0.51%
Q4 202355.5K$4M+0.29%
Q3 202347.3K$3M+0.26%
Q2 202351.9K$4M+0.31%
Q1 202335.3K$2M+0.22%
Q4 202223.9K$1M+0.15%
Q3 202224.5K$1M+0.12%
Q2 202228.7K$2M+0.18%
Q1 202229.6K$2M+0.21%
Q4 20217.7K$574,000+0.06%
Q3 20218.2K$608,000+0.07%
Q2 20216.4K$480,000+0.05%
Q1 20217.7K$556,000+0.07%
Q4 20206.4K$439,000+0.06%
Q3 20209.0K$544,000+0.09%
Q2 20206.1K$348,000+0.06%
Q1 202013.2K$657,000+0.15%
Q4 201910.1K$660,000+0.12%
Q3 20199.5K$579,000+0.11%
Q2 2019231.9K$23M+4.11%
Q1 2019226.3K$22M+4.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ifg Advisory, LLC’s full portfolio or all institutional holders of IEFA.