IJS — ISHARES TR

Ownership history in LTG Capital LLC · 15 quarters on record

This page tracks every 13F SEC filing in which LTG Capital 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

4.38% (2022 Q3)

Avg. % of fund

3.64%

First filed

2022 Q2

Last filed

2025 Q4

Quarters held

15

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	35,856	-773	-2.1%	3.18%	$4.1M	$113.72
2025 Q3	REDUCED	36,629	-432	-1.2%	3.19%	$4.1M	$110.07
2025 Q2	REDUCED	37,061	-1,817	-4.7%	3.16%	$3.7M	$98.57
2025 Q1	REDUCED	38,878	-2,282	-5.5%	3.46%	$3.8M	$96.15

% 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% 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% Cambridge Financial Group, LLC 2.09%

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