&PARTNERS IJR — ISHARES TR

Ownership history in &PARTNERS  ·  28 quarters on record

AI Ownership Summary

&PARTNERS reported ISHARES TR (IJR) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.0% in 2024 Q1. The latest visible filing shows IJR at 0.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS'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

IJR was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.0% in 2024 Q1

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

Time in book
Holding Window
2023 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.

IJR stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 807,702 +49,866 +6.6% 0.51% $97.1M 2026-02-14 (Est.) $130.74
2025 Q3 ADDED — — — 757,836 +129,443 +20.6% 0.58% $90.1M 2025-11-14 $116.13
2025 Q2 ADDED — — — 628,393 +135,027 +27.4% 0.53% $68.6M 2025-08-14 $114.01
2025 Q1 ADDED — — — 493,366 +40,584 +9.0% 0.54% $51.2M 2025-05-15 $106.20
2024 Q4 ADDED — — — 452,782 +123,805 +37.6% 0.63% $52.4M 2025-02-14 $115.15
2024 Q3 ADDED — — — 328,977 +104,151 +46.3% 0.74% $38.5M 2024-11-14 $118.56
2024 Q2 ADDED — — — 224,826 +27,771 +14.1% 1.05% $24.0M 2024-07-24 $110.72
2024 Q1 ADDED — — — 197,055 +88,608 +81.7% 3.00% $21.8M 2024-04-11 $102.56
2023 Q4 REDUCED 23.4% +1.4% ❌ 108,447 -33,095 -23.4% 2.87% $11.8M 2024-01-09 $101.08
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJR

As of 2026 Q1 — sorted by position size

Nationwide Fund Advisors 3Y 7Y 14.6% Arcataur Capital Management LLC 13.97% Abound Wealth Management 13.22% Holland Advisory Services, Inc. 3Y 13.22% Fort Henry Capital, LLC 3Y 13.03% NESTEGG ADVISORS, INC. 10.91% Panoramic Capital Partners, LLC 9.85% CAMBRIDGE CAPITAL MANAGEMENT, LLC 9.57% SOUTHERN CAPITAL ADVISORS, LLC 3Y 9.48% Colony Family Offices, LLC 3Y 9.3%

FAQ About &PARTNERS and IJR

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

How long has &PARTNERS reported owning IJR?

&PARTNERS reported IJR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJR position in &PARTNERS's portfolio?

The largest reported portfolio weight for IJR was 3.00% in 2024 Q1.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 807,702 shares, equal to 0.51% of portfolio, with an estimated market value of $97.1M.

What does the chart on this IJR ownership page compare?

The chart compares &PARTNERS's quarterly IJR 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.

How well did &PARTNERS time their IJR position?

Based on 13F filing dates vs. subsequent IJR price moves, &PARTNERS correctly timed 17 out of 27 reported position changes (63%). The annualised alpha on IJR relative to SPY over the holding period was -5.0%.

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