SUSC — ISHARES TR

Ownership history in IMPACTfolio, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which IMPACTfolio, LLC reported a position in ISHARES TR (SUSC). 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
6.83% (2022 Q2)
Avg. % of fund
5.53%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 572,800 +68,685 +13.6% 5.63% $13.4M $23.22
2025 Q3 ADDED 504,115 +38,222 +8.2% 5.12% $11.9M $23.05
2025 Q2 ADDED 465,893 +17,611 +3.9% 5.13% $10.8M $22.48
2025 Q1 ADDED 448,282 +39,394 +9.6% 5.43% $10.3M $22.07
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUSC price (monthly, adj. close)

Other funds also holding SUSC

As of 2025 Q4 — sorted by position size

Invera Wealth Advisors, LLC 3.49% Colorado Capital Management, Inc. 3Y 7Y 1.71% Topel & Distasi Wealth Management, LLC 3Y 1.02% Wells Financial Advisors INC 3Y 0.99% One Wealth Advisors, LLC 3Y 7Y 0.9% Rossby Financial, LCC 0.86% Midwest Financial Partners Investments, Inc. 0.79% Oregon Pacific Wealth Management, LLC 0.76% Horst & Graben Wealth Management LLC 3Y 0.71% Long Run Wealth Advisors, LLC 3Y 0.69%
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