EWA
IROQ

EverSource Wealth Advisors’s IF Bancorp IROQ Stock Holding History

EverSource Wealth Advisors’s Portfolio IROQ Stock Details IROQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-75
Closed -$1.94K – 4347
2025
Q3 		$1.94K Hold
75
– – ﹤0.01% 3522
2025
Q2 		$1.85K Buy
+75
New +$1.81K ﹤0.01% 3532

Other funds holding IROQ

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EverSource Wealth Advisors's IROQ Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of IF Bancorp (IROQ) in Q4 2025, closing a stake of 75 shares — an estimated $1.94K sold.

EverSource Wealth Advisors first reported a position in IROQ in Q2 2025 and held it in 2 quarters. The position peaked at $1.94K in Q3 2025. 18 funds tracked by Wall St. Rank hold IROQ as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining IF Bancorp position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 75 IF Bancorp shares in Q4 2025, an estimated $1.94K.
  • EverSource Wealth Advisors first reported a position in IF Bancorp in Q2 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's IF Bancorp position peaked at $1.94K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held IF Bancorp as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.