4WEALTH ADVISORS, INC. IJR — ISHARES TR

Ownership history in 4WEALTH ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

4WEALTH ADVISORS, INC. reported ISHARES TR (IJR) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.68% in 2026 Q3. The latest visible filing shows IJR at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4WEALTH ADVISORS, INC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IJR was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJR stock page 4WEALTH ADVISORS, INC. fund profile 4WEALTH ADVISORS, INC. full holdings
How 4WEALTH ADVISORS, INC. held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 7,129 +3,832 +116.2% 0.68% $976K 2026-10-13 $137.60
2026 Q2 ADDED — — — 3,297 +126 +4.0% 0.37% $486K 2026-07-17 $145.49
2026 Q1 ADDED — — — 3,171 +332 +11.7% 0.33% $383K 2026-04-27 $135.66
2025 Q4 ADDED — — — 2,839 +42 +1.5% 0.29% $341K 2026-01-21 $129.06
2025 Q3 ADDED — — — 2,797 +635 +29.4% 0.30% $332K 2025-10-28 $118.91
2025 Q2 INITIATED — — — 2,162 — — 0.24% $236K 2025-08-04 $108.48

🏢 Other funds also holding IJR

As of 2026 Q3 — sorted by position size

LTG Capital LLC 3Y 21.29% Nationwide Fund Advisors 3Y 7Y 14.32% Arcataur Capital Management LLC 3Y 13.53% Abound Wealth Management 12.8% Fort Henry Capital, LLC 3Y 12.45% Corundum Trust Company, INC 3Y 11.24% Shoker Investment Counsel, Inc. 3Y 7Y 11.14% Paradigm, Strategies in Wealth Management, LLC 3Y 11.13% Holland Advisory Services, Inc. 3Y 11.09% CAMBRIDGE CAPITAL MANAGEMENT, LLC 9.42%

FAQ About 4WEALTH ADVISORS, INC. and IJR

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4WEALTH ADVISORS, INC. reported owning IJR?

4WEALTH ADVISORS, INC. reported IJR across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported IJR position in 4WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for IJR was 0.68% in 2026 Q3.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2026 Q3, when 4WEALTH ADVISORS, INC. reported 7,129 shares, equal to 0.68% of portfolio, with an estimated market value of $976K.

What does the chart on this IJR ownership page compare?

The chart compares 4WEALTH ADVISORS, INC.'s quarterly IJR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 4WEALTH ADVISORS, INC. time their IJR position?

Based on 13F filing dates vs. subsequent IJR price moves, 4WEALTH ADVISORS, INC. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IJR relative to SPY over the holding period was +1.3%.

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