IYJ — ISHARES TR

Ownership history in 55I, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in ISHARES TR (IYJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2022 Q2)
Avg. % of fund
0.02%
First filed
2021 Q4
Last filed
2022 Q2
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 9,346 +325 +3.6% 0.02% $824K $84.93
2022 Q1 ADDED 9,021 +6,941 +333.7% 0.02% $951K $101.37
2021 Q4 INITIATED 2,080 — — 0.01% $234K $108.13
% of Fund (quarterly)    IYJ price (monthly, adj. close)

Other funds also holding IYJ

As of 2025 Q4 — sorted by position size

Kozak & Associates, Inc. 3Y 6.42% First Citizens Financial Corp 3Y 2.42% MAGNOLIA CAPITAL MANAGEMENT LTD 3Y 2.21% SOUTHERN CAPITAL ADVISORS, LLC 3Y 2.2% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.01% Modus Advisors, LLC 3Y 1.56% Tudor Financial Inc. 1.47% Merkkuri Wealth Advisors LLC 1.42% Cadent Capital Advisors, LLC 3Y 1.39% Well Done, LLC 3Y 7Y 1.1%
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