IJK — ISHARES TR

Ownership history in Future Fund LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Future Fund 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
0.65% (2025 Q2)
Avg. % of fund
0.59%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 15,914 — 0% 0.54% $1.5M $95.59
2025 Q2 INITIATED 15,914 — — 0.65% $1.4M $90.54
% 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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