Prospect Financial Services LLC IJT — ISHARES TR

Ownership history in Prospect Financial Services LLC  ·  9 quarters on record

AI Ownership Summary

Prospect Financial Services LLC reported ISHARES TR (IJT) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.58% in 2025 Q3. The latest visible filing shows IJT at 0.53% 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 IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospect Financial Services LLC'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
2026 Q1

IJT was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% 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 Q1 to 2026 Q1

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.

IJT stock page Prospect Financial Services LLC fund profile Prospect Financial Services LLC full holdings
How Prospect Financial Services LLC held IJT — position size vs. price
% of Fund (quarterly)    IJT 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)
2026 Q1 REDUCED — — — 6,027 -977 -13.9% 0.53% $872K 2026-04-24 $160.46
2025 Q4 REDUCED — — — 7,004 -143 -2.0% 0.57% $989K 2026-02-06 $152.70
2025 Q3 ADDED — — — 7,147 +1,649 +30.0% 0.58% $1.0M 2025-11-07 $139.21
2025 Q2 UNCHANGED — — — 5,498 — 0% 0.38% $684K 2025-08-05 $133.48
2025 Q1 REDUCED 7.5% +7.1% ❌ 5,498 -448 -7.5% 0.38% $684K 2025-04-11 $114.73
2024 Q4 ADDED — — — 5,946 +2,592 +77.3% 0.44% $805K 2025-01-22 $139.40
2024 Q3 ADDED — — — 3,354 +350 +11.7% 0.29% $468K 2024-10-15 $137.77
2024 Q2 ADDED — — — 3,004 +861 +40.2% 0.30% $386K 2024-07-15 $133.60
2024 Q1 INITIATED — — — 2,143 — — 0.23% $280K 2024-04-22 $120.94

🏢 Other funds also holding IJT

As of 2026 Q1 — sorted by position size

StoryOne LLC 3.78% Clayton Financial Group LLC 3.53% PW Nova Financial Services LLC 2.74% Cottage Street Advisors LLC 3Y 7Y 2.67% Probity Advisors, Inc. 3Y 7Y 2.56% Heartwood Wealth Advisors LLC 3Y 2.4% First Citizens Financial Corp 3Y 2.25% Baring Financial LLC 2.04% Ifrah Financial Services, Inc. 3Y 7Y 2.02% Broadview Financial Management, LLC 3Y 7Y 1.89%

FAQ About Prospect Financial Services LLC and IJT

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

How long has Prospect Financial Services LLC reported owning IJT?

Prospect Financial Services LLC reported IJT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IJT position in Prospect Financial Services LLC's portfolio?

The largest reported portfolio weight for IJT was 0.58% in 2025 Q3.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2026 Q1, when Prospect Financial Services LLC reported 6,027 shares, equal to 0.53% of portfolio, with an estimated market value of $872K.

What does the chart on this IJT ownership page compare?

The chart compares Prospect Financial Services LLC's quarterly IJT 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 Prospect Financial Services LLC time their IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, Prospect Financial Services LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on IJT relative to SPY over the holding period was -4.8%.

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