IAK — ISHARES TR

Ownership history in JMAC ENTERPRISES LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which JMAC ENTERPRISES LLC reported a position in ISHARES TR (IAK). 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
0.91% (2025 Q2)
Avg. % of fund
0.89%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,969 +1,173 +3.6% 0.88% $4.6M $134.09
2025 Q3 ADDED 32,796 +1,249 +4.0% 0.87% $4.4M $131.36
2025 Q2 INITIATED 31,547 — — 0.91% $4.2M $131.27
% of Fund (quarterly)    IAK price (monthly, adj. close)

Other funds also holding IAK

As of 2025 Q4 — sorted by position size

GGM Financials LLC 4.81% Legend Financial Advisors, Inc. 3Y 4.5% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 2.53% Fiduciary Planning LLC 3Y 2.32% Well Done, LLC 3Y 7Y 1.07% CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 1.06% Delos Wealth Advisors, LLC 3Y 0.8% Stonebridge Financial Planning Group, LLC 3Y 0.78% MARTIN & CO INC /TN/ 3Y 7Y 0.65% Genesee Capital Advisors, LLC 3Y 7Y 0.44%
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