IXUS ISHARES TR

Ownership history in KFA Private Wealth Group, LLC  ·  25 quarters on record

AI Ownership Summary

KFA Private Wealth Group, LLC reported ISHARES TR (IXUS) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.63% in 2025 Q3. The latest visible filing shows IXUS at 2.36% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KFA Private Wealth Group, LLC'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
2025 Q4

IXUS was reported at 2.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.63% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How KFA Private Wealth Group, LLC held IXUS — position size vs. price
% of Fund (quarterly)    IXUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 114,781 +3,446 +3.1% 2.36% $9.7M 2026-02-14 (Est.) $92.54
2025 Q3 ADDED 111,335 +3,505 +3.3% 2.63% $9.2M 2025-10-03 $82.40
2025 Q2 ADDED 107,830 +2,100 +2.0% 2.58% $8.3M 2025-07-24 $77.54
2025 Q1 ADDED 105,730 +49,076 +86.6% 2.58% $7.4M 2025-05-07 $70.58
2024 Q4 ADDED 56,654 +18,498 +48.5% 1.57% $3.7M 2025-01-22 $65.52
2024 Q3 REDUCED 38,156 -9,612 -20.1% 1.32% $2.8M 2024-10-18 $68.03
2024 Q2 REDUCED 47,768 -17,994 -27.4% 1.67% $3.2M 2024-08-07 $62.14
2024 Q1 ADDED 65,762 +4,350 +7.1% 1.38% $4.5M 2024-05-01 $61.91
2023 Q4 ADDED 61,412 +5,293 +9.4% 1.43% $4.0M 2024-02-02 $59.92
2023 Q3 ADDED 56,119 +3,067 +5.8% 1.40% $3.4M 2023-10-25 $53.12
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KFA Private Wealth Group, LLC and IXUS

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

How long has KFA Private Wealth Group, LLC reported owning IXUS?

KFA Private Wealth Group, LLC reported IXUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IXUS position in KFA Private Wealth Group, LLC's portfolio?

The largest reported portfolio weight for IXUS was 2.63% in 2025 Q3.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2025 Q4, when KFA Private Wealth Group, LLC reported 114,781 shares, equal to 2.36% of portfolio, with an estimated market value of $9.7M.

What does the chart on this IXUS ownership page compare?

The chart compares KFA Private Wealth Group, LLC's quarterly IXUS 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.

← Back to KFA Private Wealth Group, LLC Holdings