IXUS β€” ISHARES TR

Ownership history in Alliance Wealth Advisors, LLC /UT  Β·  3 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported ISHARES TR (IXUS) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.71% in 2025 Q4. The latest visible filing shows IXUS at 2.71% 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 IXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT'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
2025 Q4

IXUS was reported at 2.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.71% in 2025 Q4

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 2025 Q4

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.

How Alliance Wealth Advisors, LLC /UT held IXUS β€” position size vs. price
% of Fund (quarterly)    IXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 148,018 +113,867 +333.4% 2.71% $12.5M 2026-02-14 (Est.) $92.54
2025 Q3 ADDED 34,151 +28,690 +525.4% 0.66% $2.8M 2025-11-10 $82.92
2025 Q2 INITIATED 5,461 β€” β€” 0.10% $422K 2025-08-14 $78.14

FAQ About Alliance Wealth Advisors, LLC /UT and IXUS

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

How long has Alliance Wealth Advisors, LLC /UT reported owning IXUS?

Alliance Wealth Advisors, LLC /UT reported IXUS across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IXUS position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for IXUS was 2.71% in 2025 Q4.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 148,018 shares, equal to 2.71% of portfolio, with an estimated market value of $12.5M.

What does the chart on this IXUS ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly IXUS 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.

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