SEC 13F Intelligence

Ica Group Wealth Management, LLC / IEF

Ica Group Wealth Management, LLC’s Ishares Tr Position

Does Ica Group Wealth Management, LLC own Ishares Tr (IEF)? Yes — 27.3K shares worth $3M (+1.53% of its 13F portfolio) as of Q2 2024, down from 33.3K shares the prior filed quarter.

Position Value
$3M
Q2 2024
Shares
27.3K
% of Portfolio
+1.53%
Quarters Held
7
currently held

Position History IEF

Reported value by quarter
Q3 ’22: $529,000Q3 ’22Q4 ’22: $505,353Q4 ’22Q1 ’23: $382,626Q1 ’23Q2 ’23: $833,361Q2 ’23Q3 ’23: $925,797Q3 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202427.3K$3M+1.53%
Q1 202433.3K$3M+0.63%
Q3 202310.1K$925,797+0.26%
Q2 20238.6K$833,361+0.21%
Q1 20233.9K$382,626+0.09%
Q4 20225.3K$505,353+0.12%
Q3 20225.5K$529,000+0.11%

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