MAXJ — ISHARES TR

Ownership history in Client First Capital LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in ISHARES TR (MAXJ). 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
0.95% (2025 Q3)
Avg. % of fund
0.94%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,248 +861 +1.1% 0.92% $2.2M $28.19
2025 Q3 INITIATED 76,387 — — 0.95% $2.1M $27.77
% of Fund (quarterly)    MAXJ price (monthly, adj. close)

Other funds also holding MAXJ

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 2.29% J. L. Bainbridge & Co., Inc. 3Y 7Y 2.16% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 1.05% BIP Wealth, LLC 0.91% FC Advisory LLC 3Y 7Y 0.62% Encompass More Asset Management 0.59% Balboa Wealth Partners 3Y 0.32% CRA Financial Services, LLC 3Y 7Y 0.15% MIDDLETON & CO INC/MA 3Y 7Y 0.11% BCGM Wealth Management, LLC 3Y 0.09%
← Back to Client First Capital LLC Holdings