SEC 13F Intelligence

Ica Group Wealth Management, LLC / TFLO

Ica Group Wealth Management, LLC’s Ishares Tr Position

Does Ica Group Wealth Management, LLC own Ishares Tr (TFLO)? Yes — 63.5K shares worth $3M (+1.93% of its 13F portfolio) as of Q2 2024, up from 58.0K shares the prior filed quarter.

Position Value
$3M
Q2 2024
Shares
63.5K
% of Portfolio
+1.93%
Quarters Held
5
currently held

Position History TFLO

Reported value by quarter
Q4 ’22: $66,138Q4 ’22Q2 ’23: $82,390Q2 ’23Q3 ’23: $590,493Q3 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202463.5K$3M+1.93%
Q1 202458.0K$3M+0.59%
Q3 202311.7K$590,493+0.17%
Q2 20231.6K$82,390+0.02%
Q4 20221.3K$66,138+0.02%

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 TFLO.