IGRO — ISHARES TR

Ownership history in JB Capital LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which JB Capital LLC reported a position in ISHARES TR (IGRO). 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
0.1% (2025 Q1)
Avg. % of fund
0.05%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 24,023 +4,598 +23.7% 0.08% $1.9M $78.91
2025 Q2 REDUCED 19,425 -6,740 -25.8% 0.07% $1.5M $77.72
2025 Q1 ADDED 26,165 +7,362 +39.2% 0.10% $1.9M $70.58
2024 Q4 ADDED 18,803 +2,106 +12.6% 0.07% $1.3M $65.97
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGRO price (monthly, adj. close)

Other funds also holding IGRO

As of 2025 Q4 — sorted by position size

AJ Advisors, LLC 3Y 13.12% RIVER'S EDGE WEALTH MANAGEMENT, LLC 6.44% Lynx Investment Advisory 3.4% TrueWealth Advisors, LLC 3Y 1.82% Concord Asset Management, LLC/VA 1.17% Rothschild Wealth LLC 3Y 1.13% WealthPLAN Partners, LLC 3Y 7Y 1.02% John W. Brooker & Co., CPAs 3Y 0.9% Concord Wealth Partners 3Y 0.89% WealthPlan Investment Management, LLC 3Y 0.88%
← Back to JB Capital LLC Holdings