IXUS — ISHARES TR

Ownership history in Rede Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Rede Wealth, 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
1.55% (2024 Q2)
Avg. % of fund
0.83%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,253 +360 +1.2% 0.86% $2.5M $84.64
2025 Q2 ADDED 28,893 +2,184 +8.2% 0.81% $2.2M $75.88
2025 Q1 ADDED 26,709 +169 +0.6% 0.66% $1.9M $67.48
2024 Q4 ADDED 26,540 +1,831 +7.4% 0.67% $1.8M $63.93
10 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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