SCZ 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 (SCZ). 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
6.12% (2025 Q4)
Avg. % of fund
3.63%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 101,345 +30,331 +42.7% 6.12% $7.9M $77.53
2025 Q3 ADDED 71,014 +848 +1.2% 4.29% $5.4M $75.25
2025 Q2 REDUCED 70,166 -558 -0.8% 4.36% $5.1M $71.29
2025 Q1 REDUCED 70,724 -1,471 -2.0% 4.10% $4.5M $61.39
2024 Q4 ADDED 72,195 +3,112 +4.5% 3.68% $4.4M $58.70
2024 Q3 ADDED 69,083 +3,042 +4.6% 3.89% $4.7M $64.15
2024 Q2 ADDED 66,041 +2,155 +3.4% 3.69% $4.1M $58.40
2024 Q1 ADDED 63,886 +8,002 +14.3% 3.61% $4.2M $59.16
2023 Q4 REDUCED 55,884 -19 -0.0% 3.20% $3.5M $57.82
2023 Q3 ADDED 55,903 +8,759 +18.6% 3.33% $3.2M $52.04
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCZ price (monthly, adj. close)
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