IJK β€” ISHARES TR

Ownership history in Koss-Olinger Consulting, LLC  Β·  4 quarters on record

AI Ownership Summary

Koss-Olinger Consulting, LLC reported ISHARES TR (IJK) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows IJK at 0.02% 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 IJK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koss-Olinger Consulting, 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 Q3

IJK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 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.

How Koss-Olinger Consulting, LLC held IJK β€” position size vs. price
% of Fund (quarterly)    IJK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,303 β€” 0% 0.02% $209K 2025-10-20 $95.37
2025 Q2 ADDED 2,303 +9 +0.4% 0.02% $209K 2025-08-01 $91.35
2024 Q3 ADDED 2,294 +4 +0.2% 0.02% $211K 2024-10-21 $92.07
2024 Q2 INITIATED 2,290 β€” β€” 0.02% $202K 2024-08-06 $84.79

FAQ About Koss-Olinger Consulting, LLC and IJK

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

How long has Koss-Olinger Consulting, LLC reported owning IJK?

Koss-Olinger Consulting, LLC reported IJK across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported IJK position in Koss-Olinger Consulting, LLC's portfolio?

The largest reported portfolio weight for IJK was 0.02% in 2024 Q2.

What is the latest reported IJK position on this page?

The most recent filing on this page is 2025 Q3, when Koss-Olinger Consulting, LLC reported 2,303 shares, equal to 0.02% of portfolio, with an estimated market value of $209K.

What does the chart on this IJK ownership page compare?

The chart compares Koss-Olinger Consulting, LLC's quarterly IJK 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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