IJK — ISHARES TR

Ownership history in FC Advisory LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in ISHARES TR (IJK). 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
0.09% (2024 Q1)
Avg. % of fund
0.08%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,196 -368 -14.4% 0.06% $211K $95.59
2024 Q1 REDUCED 2,564 -168 -6.1% 0.09% $234K $89.97
2023 Q4 INITIATED 2,732 — — 0.08% $216K —
% of Fund (quarterly)    IJK price (monthly, adj. close)

Other funds also holding IJK

As of 2025 Q4 — sorted by position size

Broadview Financial Management, LLC 3Y 7Y 6.08% Sterling Financial Planning, Inc. 3Y 5.37% Hudson Capital Management LLC 3Y 7Y 4.7% Ifrah Financial Services, Inc. 3Y 7Y 3.54% First Citizens Financial Corp 3Y 3.52% Brightwater Advisory LLC 3.02% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 2.86% Willis Johnson & Associates, Inc. 3Y 2.84% LTG Capital LLC 3Y 2.78% Denver PWM, LLC 3Y 7Y 2.48%
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