IXJ — ISHARES TR

Ownership history in Hamilton Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Hamilton Wealth, LLC reported a position in ISHARES TR (IXJ). 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
4.21% (2021 Q4)
Avg. % of fund
2.72%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 81,740 -22,497 -21.6% 0.97% $5.1M $97.40
2021 Q4 ADDED 104,237 +20,306 +24.2% 4.21% $9.4M $85.52
2021 Q3 ADDED 83,931 +812 +1.0% 3.23% $7.0M $78.82
2021 Q2 ADDED 83,119 +53,959 +185.0% 3.22% $6.9M $78.25
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXJ price (monthly, adj. close)

Other funds also holding IXJ

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 3.68% Phoenix Financial Ltd. 3Y 2.24% FCA CORP /TX 3Y 7Y 1.39% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.21% Veltria Advisors Corp. 3Y 1.14% Leo Wealth, LLC 1.04% Anson Capital, Inc. 3Y 0.93% Royal Fund Management, LLC 3Y 0.82% Logan Stone Capital, LLC 3Y 0.7% VIAWEALTH, LLC 3Y 0.64%
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