IJJ — 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 (IJJ). 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
1.08% (2025 Q2)
Avg. % of fund
0.99%
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 19,662 — 0% 0.90% $2.6M $128.50
2025 Q2 INITIATED 19,662 — — 1.08% $2.4M $121.88
% of Fund (quarterly)    IJJ price (monthly, adj. close)

Other funds also holding IJJ

As of 2025 Q4 — sorted by position size

Sterling Financial Planning, Inc. 3Y 6.07% Foundation Wealth Management, LLC 3Y 4.14% Broadview Financial Management, LLC 3Y 7Y 3.91% Omega Financial Group, LLC 3Y 7Y 3.85% First Citizens Financial Corp 3Y 3.31% Brightwater Advisory LLC 2.93% LTG Capital LLC 3Y 2.93% Evensky & Katz LLC 3Y 7Y 2.57% Oldfather Financial Services, LLC 3Y 2.48% Campion Asset Management 3Y 2.31%
← Back to Future Fund LLC Holdings