MEKETA INVESTMENT GROUP INC /ADV IGF ISHARES TR

Ownership history in MEKETA INVESTMENT GROUP INC /ADV  ·  5 quarters on record

AI Ownership Summary

MEKETA INVESTMENT GROUP INC /ADV reported ISHARES TR (IGF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.86% in 2025 Q3. The latest visible filing shows IGF at 0.83% 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 IGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MEKETA INVESTMENT GROUP INC /ADV'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

IGF was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% 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
2024 Q4 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 MEKETA INVESTMENT GROUP INC /ADV held IGF — position size vs. price
% of Fund (quarterly)    IGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.8% +9.2% 4,016 -295 -6.8% 0.83% $246K 2026-02-14 (Est.) $67.40
2025 Q3 UNCHANGED 4,311 0% 0.86% $263K 2025-11-04 $59.16
2025 Q2 REDUCED 21.0% +2.9% 4,311 -1,145 -21.0% 0.77% $255K 2025-08-13 $59.17
2025 Q1 UNCHANGED 5,456 0% 0.40% $298K 2025-05-14 $54.53
2024 Q4 INITIATED 5,456 0.64% $285K 2025-02-18 $51.94

FAQ About MEKETA INVESTMENT GROUP INC /ADV and IGF

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

How long has MEKETA INVESTMENT GROUP INC /ADV reported owning IGF?

MEKETA INVESTMENT GROUP INC /ADV reported IGF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported IGF position in MEKETA INVESTMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for IGF was 0.86% in 2025 Q3.

What is the latest reported IGF position on this page?

The most recent filing on this page is 2025 Q4, when MEKETA INVESTMENT GROUP INC /ADV reported 4,016 shares, equal to 0.83% of portfolio, with an estimated market value of $246K.

What does the chart on this IGF ownership page compare?

The chart compares MEKETA INVESTMENT GROUP INC /ADV's quarterly IGF 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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