IJS — ISHARES TR

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which KMG FIDUCIARY PARTNERS, LLC reported a position in ISHARES TR (IJS). 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
0.05% (2023 Q2)
Avg. % of fund
0.04%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,324 +2 +0.0% 0.03% $478K $110.07
2025 Q2 ADDED 4,322 +1 +0.0% 0.03% $430K $98.57
2025 Q1 ADDED 4,321 +1 +0.0% 0.03% $421K $96.15
2024 Q4 ADDED 4,320 +348 +8.8% 0.04% $469K $106.74
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJS price (monthly, adj. close)

Other funds also holding IJS

As of 2025 Q4 — sorted by position size

Palisades Hudson Asset Management, L.P. 3Y 7Y 12.53% FORTRESS FINANCIAL GROUP, LLC 5.27% LTG Capital LLC 3Y 3.18% Probity Advisors, Inc. 3Y 7Y 3.15% Ellis Investment Partners, LLC 3Y 7Y 2.81% Sterling Financial Planning, Inc. 3Y 2.71% Heartwood Wealth Advisors LLC 3Y 2.36% First Citizens Financial Corp 3Y 2.27% Broadview Financial Management, LLC 3Y 7Y 2.25% Clayton Financial Group LLC 2.22%
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