IXUS — ISHARES TR

Ownership history in Hardy Reed LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Hardy Reed LLC reported a position in ISHARES TR (IXUS). 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
17.19% (2022 Q2)
Avg. % of fund
12.29%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,596,075 +17,625 +1.1% 9.63% $135.1M $84.64
2025 Q3 ADDED 1,578,450 +8,350 +0.5% 9.60% $130.3M $81.06
2025 Q2 ADDED 1,570,100 +4,868 +0.3% 9.73% $121.4M $75.88
2025 Q1 ADDED 1,565,232 +42,057 +2.8% 9.64% $109.3M $67.48
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Waldron Private Wealth LLC 3Y 7Y 9.21% Compass Ion Advisors, LLC 3Y 9.09% Mill Creek Capital Advisors, LLC 3Y 9.01%
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