Jeter Robert S II IJR — ISHARES TR

Ownership history in Jeter Robert S II  ·  3 quarters on record

AI Ownership Summary

Jeter Robert S II reported ISHARES TR (IJR) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 4.6% in 2026 Q2. The latest visible filing shows IJR at 4.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jeter Robert S II's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IJR was reported at 4.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.6% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJR stock page Jeter Robert S II fund profile Jeter Robert S II full holdings
How Jeter Robert S II held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 45,644 +12,647 +38.3% 4.15% $6.3M 2026-10-16 $135.91
2026 Q2 ADDED — — — 32,997 +530 +1.6% 4.60% $4.8M 2026-07-14 $144.86
2026 Q1 INITIATED — — — 32,467 — — 4.47% $4.5M 2026-05-12 $134.89

🏢 Other funds also holding IJR

As of 2026 Q3 — sorted by position size

Paradigm, Strategies in Wealth Management, LLC 3Y 11.13% Twin Cities Retirement Group LLC 8.67% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 8.34% Roth Financial Partners LLC 3Y 7.88% Uptown Financial Advisors LLC 7.8% TRUEFG, LLC 3Y 7.54% PROATHLETE WEALTH MANAGEMENT LLC 7.25% IFG Advisors, LLC 3Y 7.06% Magnolia Wealth Management, LLC 3Y 6.57% Partnership Wealth Management, LLC 6.45%

FAQ About Jeter Robert S II and IJR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jeter Robert S II reported owning IJR?

Jeter Robert S II reported IJR across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported IJR position in Jeter Robert S II's portfolio?

The largest reported portfolio weight for IJR was 4.60% in 2026 Q2.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2026 Q3, when Jeter Robert S II reported 45,644 shares, equal to 4.15% of portfolio, with an estimated market value of $6.3M.

What does the chart on this IJR ownership page compare?

The chart compares Jeter Robert S II's quarterly IJR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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