Avidian Wealth Enterprises, LLC IXJ — ISHARES TR

Ownership history in Avidian Wealth Enterprises, LLC  ·  20 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported ISHARES TR (IXJ) in 20 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.04% in 2024 Q3. The latest visible filing shows IXJ at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC'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

IXJ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q3

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

Time in book
Holding Window
2024 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.

IXJ stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held IXJ — position size vs. price
% of Fund (quarterly)    IXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 9,278 +153 +1.7% 0.03% $947K 2026-10-08 $101.78
2026 Q2 ADDED — — — 9,125 +174 +1.9% 0.02% $898K 2026-07-24 $99.89
2026 Q1 ADDED — — — 8,951 +4 +0.0% 0.03% $837K 2026-05-07 $91.19
2025 Q4 REDUCED — — — 8,947 -103 -1.1% 0.03% $871K 2026-02-02 $98.45
2025 Q3 REDUCED 10.1% +11.2% ❌ 9,050 -1,014 -10.1% 0.03% $802K 2025-10-30 $89.95
2025 Q2 ADDED — — — 10,064 +64 +0.6% 0.04% $866K 2025-07-30 $84.22
2025 Q1 ADDED — — — 10,000 +391 +4.1% 0.04% $912K 2025-04-25 $85.36
2024 Q4 REDUCED — — — 9,609 -304 -3.1% 0.04% $826K 2025-01-29 $88.64
2024 Q3 ADDED — — — 9,913 +23 +0.2% 0.04% $973K 2024-10-30 $91.17
2024 Q2 REDUCED 7.5% +5.7% ❌ 9,890 -805 -7.5% 0.04% $918K 2024-08-06 $91.40
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IXJ

As of 2026 Q3 — sorted by position size

REYL & Cie S.A. 2.29% DECISION INVESTMENTS, INC 1.25% Whalen Wealth Management Inc. 0.53% Marotta Asset Management 3Y 0.33% Balefire, LLC 3Y 7Y 0.14% Farther Finance Advisors, LLC 3Y 0.03% Grove Bank & Trust 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0% ARMSTRONG ADVISORY GROUP, INC 3Y 0.0%

FAQ About Avidian Wealth Enterprises, LLC and IXJ

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

How long has Avidian Wealth Enterprises, LLC reported owning IXJ?

Avidian Wealth Enterprises, LLC reported IXJ across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IXJ position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for IXJ was 0.04% in 2024 Q3.

What is the latest reported IXJ position on this page?

The most recent filing on this page is 2026 Q3, when Avidian Wealth Enterprises, LLC reported 9,278 shares, equal to 0.03% of portfolio, with an estimated market value of $947K.

What does the chart on this IXJ ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly IXJ 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 Avidian Wealth Enterprises, LLC time their IXJ position?

Based on 13F filing dates vs. subsequent IXJ price moves, Avidian Wealth Enterprises, LLC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on IXJ relative to SPY over the holding period was -7.3%.

← Back to Avidian Wealth Enterprises, LLC Holdings