IXJ — ISHARES TR

Ownership history in Phoenix Financial Ltd.  ·  11 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in ISHARES TR (IXJ). 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
2.24% (2025 Q4)
Avg. % of fund
1.75%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,124,780 +925,500 +77.2% 2.24% $207.0M $97.40
2025 Q3 REDUCED 1,199,280 -19 -0.0% 1.41% $106.3M $88.08
2025 Q2 REDUCED 1,199,299 -60 -0.0% 1.36% $103.2M $85.57
2025 Q1 REDUCED 1,199,359 -60 -0.0% 1.67% $109.4M $89.86
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXJ price (monthly, adj. close)

Other funds also holding IXJ

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 3.68% FCA CORP /TX 3Y 7Y 1.39% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.21% Veltria Advisors Corp. 3Y 1.14% Leo Wealth, LLC 1.04% Hamilton Wealth, LLC 3Y 7Y 0.97% Anson Capital, Inc. 3Y 0.93% Royal Fund Management, LLC 3Y 0.82% Logan Stone Capital, LLC 3Y 0.7% VIAWEALTH, LLC 3Y 0.64%
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