IFGL β€” ISHARES TR

Ownership history in Running Point Capital Advisors, LLC  Β·  14 quarters on record

AI Ownership Summary

Running Point Capital Advisors, LLC reported ISHARES TR (IFGL) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.26% in 2023 Q4. The latest visible filing shows IFGL at 0.55% 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 IFGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Running Point Capital Advisors, 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
2025 Q4

IFGL was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2023 Q4

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.

How Running Point Capital Advisors, LLC held IFGL β€” position size vs. price
% of Fund (quarterly)    IFGL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 88,053 -33,267 -27.4% 0.55% $2.0M 2026-02-14 (Est.) $25.11
2025 Q3 ADDED 121,320 +5,816 +5.0% 0.75% $2.8M 2025-10-28 $22.98
2025 Q2 REDUCED 115,504 -15,638 -11.9% 0.72% $2.6M 2025-08-12 $22.39
2025 Q1 ADDED 131,142 +4,939 +3.9% 0.82% $2.6M 2025-05-15 $20.43
2024 Q4 REDUCED 126,203 -1,932 -1.5% 0.83% $2.4M 2025-02-11 $19.04
2024 Q3 REDUCED 128,135 -1,250 -1.0% 1.13% $2.9M 2024-11-12 $19.24
2024 Q2 ADDED 129,385 +4,467 +3.6% 1.06% $2.6M 2024-08-13 $19.86
2024 Q1 ADDED 124,918 +6,589 +5.6% 1.19% $2.7M 2024-05-15 $19.75
2023 Q4 ADDED 118,329 +62,366 +111.4% 1.26% $2.6M 2024-02-13 $18.23
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IFGL

As of 2026 Q1 β€” sorted by position size

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FAQ About Running Point Capital Advisors, LLC and IFGL

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

How long has Running Point Capital Advisors, LLC reported owning IFGL?

Running Point Capital Advisors, LLC reported IFGL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IFGL position in Running Point Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for IFGL was 1.26% in 2023 Q4.

What is the latest reported IFGL position on this page?

The most recent filing on this page is 2025 Q4, when Running Point Capital Advisors, LLC reported 88,053 shares, equal to 0.55% of portfolio, with an estimated market value of $2.0M.

What does the chart on this IFGL ownership page compare?

The chart compares Running Point Capital Advisors, LLC's quarterly IFGL 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.

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