IJR β€” ISHARES TR

Ownership history in Destiny Capital Corp/CO  Β·  11 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported ISHARES TR (IJR) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.7% in 2025 Q4. The latest visible filing shows IJR at 1.70% 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 IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Capital Corp/CO'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
2025 Q4

IJR was reported at 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Destiny Capital Corp/CO held IJR β€” position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,451 +16,052 +140.8% 1.70% $3.3M 2026-02-14 (Est.) $130.74
2025 Q3 ADDED 11,399 +1,382 +13.8% 0.74% $1.4M 2025-10-31 $117.07
2025 Q2 ADDED 10,017 +1,574 +18.6% 0.66% $1.1M 2025-08-06 $109.71
2025 Q1 REDUCED 8,443 -5,179 -38.0% 0.60% $883K 2025-04-16 $93.99
2024 Q4 ADDED 13,622 +810 +6.3% 0.95% $1.6M 2025-01-31 $116.48
2024 Q3 ADDED 12,812 +3,751 +41.4% 0.91% $1.5M 2024-11-06 $121.21
2024 Q2 ADDED 9,061 +981 +12.1% 0.66% $966K 2024-08-13 $107.29
2024 Q1 ADDED 8,080 +641 +8.6% 0.62% $893K 2024-05-06 $104.64
2023 Q4 ADDED 7,439 +3,344 +81.7% 0.56% $805K 2024-02-12 $103.97
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and IJR

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

How long has Destiny Capital Corp/CO reported owning IJR?

Destiny Capital Corp/CO reported IJR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJR position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for IJR was 1.70% in 2025 Q4.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 27,451 shares, equal to 1.70% of portfolio, with an estimated market value of $3.3M.

What does the chart on this IJR ownership page compare?

The chart compares Destiny Capital Corp/CO's quarterly IJR 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.

← Back to Destiny Capital Corp/CO Holdings