SIGNATURE ESTATE & INVESTMENT ADVISORS LLC IXG — ISHARES TR

Ownership history in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC  ·  10 quarters on record

AI Ownership Summary

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported ISHARES TR (IXG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows IXG at 0.01% 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 IXG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATURE ESTATE & INVESTMENT 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
2026 Q3

IXG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

IXG stock page SIGNATURE ESTATE & INVESTMENT ADVISORS LLC fund profile SIGNATURE ESTATE & INVESTMENT ADVISORS LLC full holdings
How SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held IXG — position size vs. price
% of Fund (quarterly)    IXG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,265 -37 -1.6% 0.01% $288K 2026-10-13 $128.30
2026 Q2 ADDED — — — 2,302 +23 +1.0% 0.01% $287K 2026-07-14 $130.19
2026 Q1 UNCHANGED — — — 2,279 — 0% 0.01% $260K 2026-04-15 $120.50
2025 Q4 ADDED — — — 2,279 +15 +0.7% 0.01% $275K 2026-02-06 $121.75
2025 Q3 UNCHANGED — — — 2,264 — 0% 0.01% $264K 2025-11-05 $112.19
2025 Q2 ADDED — — — 2,264 +22 +1.0% 0.01% $251K 2025-07-29 $109.52
2025 Q1 REDUCED 16.9% +9.0% ❌ 2,242 -457 -16.9% 0.01% $231K 2025-05-16 $104.93
2024 Q4 ADDED — — — 2,699 +23 +0.9% 0.01% $259K 2025-02-11 $99.36
2024 Q3 UNCHANGED — — — 2,676 — 0% 0.01% $253K 2024-11-06 $94.75
2024 Q2 INITIATED — — — 2,676 — — 0.01% $228K 2024-07-26 $84.99

🏢 Other funds also holding IXG

As of 2026 Q3 — sorted by position size

DECISION INVESTMENTS, INC 1.36% FOUNDERS GROVE WEALTH PARTNERS, LLC 0.32% Avior Wealth Management, LLC 3Y 7Y 0.29% UNIQUE WEALTH, LLC 3Y 0.05% Johnson Bixby & Associates, LLC 3Y 0.03% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.01% Concurrent Investment Advisors, LLC 0.0% BROWN, LISLE/CUMMINGS, INC. 0.0% Farther Finance Advisors, LLC 3Y 0.0% Blue Trust, Inc. 3Y 0.0%

FAQ About SIGNATURE ESTATE & INVESTMENT ADVISORS LLC and IXG

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

How long has SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported owning IXG?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported IXG across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IXG position in SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's portfolio?

The largest reported portfolio weight for IXG was 0.01% in 2024 Q4.

What is the latest reported IXG position on this page?

The most recent filing on this page is 2026 Q3, when SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 2,265 shares, equal to 0.01% of portfolio, with an estimated market value of $288K.

What does the chart on this IXG ownership page compare?

The chart compares SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's quarterly IXG 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 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC time their IXG position?

Based on 13F filing dates vs. subsequent IXG price moves, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on IXG relative to SPY over the holding period was +378.1%.

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