IXUS — ISHARES TR

Ownership history in Olde Wealth Management, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Olde Wealth Management, LLC reported a position in ISHARES TR (IXUS). 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
5.82% (2020 Q4)
Avg. % of fund
3.8%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,631 -7 -0.0% 1.06% $3.4M $84.64
2025 Q3 REDUCED 40,638 -2,262 -5.3% 1.06% $3.4M $81.06
2025 Q1 REDUCED 42,900 -252 -0.6% 1.06% $3.0M $67.48
2024 Q4 REDUCED 43,152 -984 -2.2% 1.02% $2.9M $63.93
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Hardy Reed LLC 3Y 7Y 9.63% Waldron Private Wealth LLC 3Y 7Y 9.21% Compass Ion Advisors, LLC 3Y 9.09%
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