IJR — ISHARES TR

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in ISHARES TR (IJR). 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
1.43% (2022 Q4)
Avg. % of fund
1.2%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 34,771 +50 +0.1% 1.05% $4.1M $113.96
2024 Q2 ADDED 34,721 +87 +0.3% 1.02% $3.7M $103.47
2024 Q1 REDUCED 34,634 -547 -1.6% 1.11% $3.8M $106.83
2023 Q4 REDUCED 35,181 -640 -1.8% 1.21% $3.8M $104.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%
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