AGZ ISHARES TR

Ownership history in Sharper & Granite LLC  ·  14 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported ISHARES TR (AGZ) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2023 Q4. The latest visible filing shows AGZ at 0.35% 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 AGZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharper & Granite 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

AGZ was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% 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 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.

How Sharper & Granite LLC held AGZ — position size vs. price
% of Fund (quarterly)    AGZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,345 -80 -0.8% 0.35% $1.0M 2026-04-08 $109.84
2025 Q4 ADDED 9,425 +1,680 +21.7% 0.37% $1.0M 2026-01-27 $109.32
2025 Q3 REDUCED 7,745 -3,093 -28.5% 0.31% $855K 2025-10-16 $108.81
2025 Q2 REDUCED 10,838 -129 -1.2% 0.45% $1.2M 2025-07-31 $106.25
2025 Q1 REDUCED 10,967 -160 -1.4% 0.50% $1.2M 2025-04-30 $105.89
2024 Q4 REDUCED 11,127 -300 -2.6% 0.53% $1.2M 2025-01-14 $102.68
2024 Q3 REDUCED 11,427 -220 -1.9% 0.56% $1.3M 2024-10-31 $102.81
2024 Q2 REDUCED 11,647 -285 -2.4% 0.60% $1.3M 2024-08-12 $103.04
2024 Q1 ADDED 11,932 +912 +8.3% 0.62% $1.3M 2024-04-18 $99.16
2023 Q4 ADDED 11,020 +2,785 +33.8% 0.62% $1.2M 2024-01-19 $99.57
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharper & Granite LLC and AGZ

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

How long has Sharper & Granite LLC reported owning AGZ?

Sharper & Granite LLC reported AGZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AGZ position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for AGZ was 0.62% in 2023 Q4.

What is the latest reported AGZ position on this page?

The most recent filing on this page is 2026 Q1, when Sharper & Granite LLC reported 9,345 shares, equal to 0.35% of portfolio, with an estimated market value of $1.0M.

What does the chart on this AGZ ownership page compare?

The chart compares Sharper & Granite LLC's quarterly AGZ 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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