DecisionMap Wealth Management, LLC IXUS — ISHARES TR

Ownership history in DecisionMap Wealth Management, LLC  ·  6 quarters on record

AI Ownership Summary

DecisionMap Wealth Management, LLC reported ISHARES TR (IXUS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows IXUS at 0.60% 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 DecisionMap Wealth Management, 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 Q1

IXUS was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

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.

IXUS stock page DecisionMap Wealth Management, LLC fund profile DecisionMap Wealth Management, LLC full holdings
How DecisionMap Wealth Management, LLC held IXUS — position size vs. price
% of Fund (quarterly)    IXUS 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 — — — 10,787 +152 +1.4% 0.60% $935K 2026-04-15 $92.93
2025 Q4 REDUCED — — — 10,635 -101 -0.9% 0.55% $900K 2026-01-07 $86.72
2025 Q3 ADDED — — — 10,736 +198 +1.9% 0.57% $887K 2025-10-16 $81.96
2025 Q2 ADDED — — — 10,538 +464 +4.6% 0.56% $815K 2025-07-30 $75.86
2025 Q1 ADDED — — — 10,074 +433 +4.5% 0.53% $703K 2025-04-21 $66.35
2024 Q4 INITIATED — — — 9,641 — — 0.51% $638K 2025-02-10 $67.12

🏢 Other funds also holding IXUS

As of 2026 Q1 — sorted by position size

Tiller Private Wealth, Inc. 3Y 7Y 19.23% MontVue Capital Management, Inc. 13.38% Astoria Strategic Wealth, Inc. 3Y 11.91% Kastel Capital Advisors, LLC 10.75% Waldron Private Wealth LLC 3Y 7Y 9.79% Compass Ion Advisors, LLC 3Y 9.34% Finley Financial, LLC 9.3% Spectrum Investment Advisors, Inc. 9.07% Standpoint Asset Management, LLC 3Y 9.0% Bricktown Capital, LLC 3Y 8.5%

FAQ About DecisionMap Wealth Management, LLC and IXUS

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

How long has DecisionMap Wealth Management, LLC reported owning IXUS?

DecisionMap Wealth Management, LLC reported IXUS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IXUS position in DecisionMap Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IXUS was 0.60% in 2026 Q1.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2026 Q1, when DecisionMap Wealth Management, LLC reported 10,787 shares, equal to 0.60% of portfolio, with an estimated market value of $935K.

What does the chart on this IXUS ownership page compare?

The chart compares DecisionMap Wealth Management, LLC'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.

How well did DecisionMap Wealth Management, LLC time their IXUS position?

Based on 13F filing dates vs. subsequent IXUS price moves, DecisionMap Wealth Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IXUS relative to SPY over the holding period was +11.4%.

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