IXUS ISHARES TR

Ownership history in Quantitative Strategies, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Quantitative Strategies, Inc. 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
3.75% (2024 Q3)
Avg. % of fund
2.92%
First filed
2023 Q2
Last filed
2024 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 97,863 +509 +0.5% 3.46% $6.5M $63.93
2024 Q3 ADDED 97,354 +27,694 +39.8% 3.75% $7.1M $69.00
2024 Q2 ADDED 69,660 +136 +0.2% 2.69% $4.7M $64.18
2024 Q1 ADDED 69,524 +2,753 +4.1% 2.72% $4.7M $63.52
2023 Q4 ADDED 66,771 +1,244 +1.9% 2.63% $4.3M $60.77
2023 Q3 ADDED 65,527 +4,717 +7.8% 2.64% $3.9M $55.24
2023 Q2 INITIATED 60,810 2.56% $3.8M $57.66
% of Fund (quarterly)    IXUS price (monthly, adj. close)
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