Bonfire Financial IJK — ISHARES TR

Ownership history in Bonfire Financial  ·  6 quarters on record

AI Ownership Summary

Bonfire Financial reported ISHARES TR (IJK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.54% in 2024 Q4. The latest visible filing shows IJK at 0.50% 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 IJK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bonfire Financial'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 Q1

IJK was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

IJK stock page Bonfire Financial fund profile Bonfire Financial full holdings
How Bonfire Financial held IJK — position size vs. price
% of Fund (quarterly)    IJK 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 Q1 ADDED — — — 6,619 +1 +0.0% 0.50% $666K 2026-05-07 $111.99
2025 Q4 ADDED — — — 6,618 +1 +0.0% 0.48% $641K 2026-01-27 $102.84
2025 Q3 ADDED — — — 6,617 +1 +0.0% 0.49% $634K 2025-11-12 $96.50
2025 Q2 ADDED — — — 6,616 +1 +0.0% 0.49% $602K 2025-08-06 $92.24
2025 Q1 ADDED — — — 6,615 +1 +0.0% 0.51% $551K 2025-04-22 $78.69
2024 Q4 INITIATED — — — 6,614 — — 0.54% $601K 2025-01-29 $93.21

🏢 Other funds also holding IJK

As of 2026 Q1 — sorted by position size

USA FINANCIAL FORMULAS 3Y 7Y 19.76% Moment Partners, LLC 6.86% Broadview Financial Management, LLC 3Y 7Y 6.37% Sterling Financial Planning, Inc. 3Y 5.53% Hudson Capital Management LLC 3Y 7Y 5.36% Corundum Trust Company, INC 5.14% PW Nova Financial Services LLC 4.38% Ifrah Financial Services, Inc. 3Y 7Y 3.74% First Citizens Financial Corp 3Y 3.49% SUMMITPOINT CAPITAL MANAGEMENT 3.19%

FAQ About Bonfire Financial and IJK

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

How long has Bonfire Financial reported owning IJK?

Bonfire Financial reported IJK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IJK position in Bonfire Financial's portfolio?

The largest reported portfolio weight for IJK was 0.54% in 2024 Q4.

What is the latest reported IJK position on this page?

The most recent filing on this page is 2026 Q1, when Bonfire Financial reported 6,619 shares, equal to 0.50% of portfolio, with an estimated market value of $666K.

What does the chart on this IJK ownership page compare?

The chart compares Bonfire Financial's quarterly IJK 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 Bonfire Financial time their IJK position?

Based on 13F filing dates vs. subsequent IJK price moves, Bonfire Financial correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IJK relative to SPY over the holding period was -2.1%.

← Back to Bonfire Financial Holdings