Affinia Financial Group, LLC / SUSA
Affinia Financial Group, LLC’s Ishares Tr Position
Does Affinia Financial Group, LLC own Ishares Tr (SUSA)? Yes — 16.0K shares worth $2M (+1.06% of its 13F portfolio) as of Q2 2023, down from 16.4K shares the prior filed quarter.
Position Value
$2M
Q2 2023
Shares
16.0K
% of Portfolio
+1.06%
Quarters Held
14
currently held
Position History SUSA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 16.0K | $2M | +1.06% |
| Q1 2023 | 16.4K | $1M | +1.06% |
| Q4 2022 | 15.4K | $1M | +1.11% |
| Q3 2022 | 13.7K | $1M | +1.17% |
| Q2 2022 | 14.1K | $1M | +0.98% |
| Q1 2022 | 12.6K | $1M | +0.92% |
| Q4 2021 | 11.1K | $1M | +0.73% |
| Q3 2021 | 9.2K | $934,000 | +0.60% |
| Q2 2021 | 10.5K | $1M | +0.62% |
| Q1 2021 | 8.6K | $792,000 | +0.49% |
| Q4 2020 | 6.7K | $552,000 | +0.38% |
| Q3 2020 | 3.1K | $460,000 | +0.32% |
| Q2 2020 | 2.3K | $310,000 | +0.26% |
| Q1 2020 | 2.5K | $274,000 | +0.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Affinia Financial Group, LLC’s full portfolio or all institutional holders of SUSA.