IXUS — ISHARES CORE

Ownership history in ADE, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ADE, LLC reported a position in ISHARES CORE (IXUS). 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
1.79% (2022 Q3)
Avg. % of fund
1.18%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,443 +3,122 +10.3% 1.37% $2.8M $84.64
2025 Q3 ADDED 30,321 +851 +2.9% 1.27% $2.5M $81.06
2025 Q2 ADDED 29,470 +1,328 +4.7% 1.21% $2.3M $75.88
2025 Q1 ADDED 28,142 +2,402 +9.3% 1.13% $2.0M $67.48
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Hardy Reed LLC 3Y 7Y 9.63% Waldron Private Wealth LLC 3Y 7Y 9.21% Compass Ion Advisors, LLC 3Y 9.09%
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