Kachkovsky & Fisher, Inc. IJR — ISHARES TR

Ownership history in Kachkovsky & Fisher, Inc.  ·  2 quarters on record

AI Ownership Summary

Kachkovsky & Fisher, Inc. reported ISHARES TR (IJR) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.63% in 2026 Q2. The latest visible filing shows IJR at 0.55% 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 Kachkovsky & Fisher, Inc.'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 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% 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 Q2 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 Kachkovsky & Fisher, Inc. fund profile Kachkovsky & Fisher, Inc. full holdings
How Kachkovsky & Fisher, Inc. 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 4,389 -18 -0.4% 0.55% $597K 2026-10-21 $137.78
2026 Q2 INITIATED — — — 4,407 — — 0.63% $654K 2026-09-08 $143.73

🏢 Other funds also holding IJR

As of 2026 Q3 — sorted by position size

Arcataur Capital Management LLC 3Y 13.53% Abound Wealth Management 12.8% Fort Henry Capital, LLC 3Y 12.45% Paradigm, Strategies in Wealth Management, LLC 3Y 11.13% Holland Advisory Services, Inc. 3Y 11.09% CAMBRIDGE CAPITAL MANAGEMENT, LLC 9.42% SOUTHERN CAPITAL ADVISORS, LLC 3Y 9.39% Colony Family Offices, LLC 3Y 9.1% NESTEGG ADVISORS, INC. 8.8% Twin Cities Retirement Group LLC 8.67%

FAQ About Kachkovsky & Fisher, Inc. and IJR

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

How long has Kachkovsky & Fisher, Inc. reported owning IJR?

Kachkovsky & Fisher, Inc. reported IJR across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported IJR position in Kachkovsky & Fisher, Inc.'s portfolio?

The largest reported portfolio weight for IJR was 0.63% in 2026 Q2.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2026 Q3, when Kachkovsky & Fisher, Inc. reported 4,389 shares, equal to 0.55% of portfolio, with an estimated market value of $597K.

What does the chart on this IJR ownership page compare?

The chart compares Kachkovsky & Fisher, Inc.'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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