SEC 13F Intelligence

Investors Financial Group, LLC / NEAR

Investors Financial Group, LLC’s Ishares U S Etf Tr Position

Does Investors Financial Group, LLC own Ishares U S Etf Tr (NEAR)? Not currently — the last reported position was 47.0K shares worth $2M in Q4 2021; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$2M
Q4 2021
Shares
47.0K
% of Portfolio
+1.09%
Quarters Held
9
position exited

Position History NEAR

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202147.0K$2M+1.09%
Q3 202148.4K$2M+1.28%
Q2 202148.4K$2M+1.30%
Q1 202149.1K$2M+1.44%
Q4 202048.7K$2M+1.61%
Q3 202052.0K$3M+1.95%
Q2 202061.1K$3M+2.51%
Q1 202061.1K$3M+2.99%
Q4 201977.0K$4M+3.15%

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