SIGNATURE ESTATE & INVESTMENT ADVISORS LLC RXI — 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 (RXI) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows RXI 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 RXI 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

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

High-water mark
Peak Conviction
0.02% 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.

RXI stock page SIGNATURE ESTATE & INVESTMENT ADVISORS LLC fund profile SIGNATURE ESTATE & INVESTMENT ADVISORS LLC full holdings
How SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held RXI — position size vs. price
% of Fund (quarterly)    RXI 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 — — — 3,955 -620 -13.6% 0.01% $731K 2026-10-13 $189.05
2026 Q2 ADDED — — — 4,575 +232 +5.3% 0.02% $883K 2026-07-14 $194.62
2026 Q1 UNCHANGED — — — 4,343 — 0% 0.02% $810K 2026-04-15 $198.85
2025 Q4 ADDED — — — 4,343 +32 +0.7% 0.02% $891K 2026-02-06 $204.85
2025 Q3 REDUCED — — — 4,311 -41 -0.9% 0.02% $893K 2025-11-05 $203.39
2025 Q2 ADDED — — — 4,352 +35 +0.8% 0.02% $819K 2025-07-29 $189.79
2025 Q1 REDUCED 9.9% +6.8% ❌ 4,317 -477 -9.9% 0.02% $767K 2025-05-16 $187.64
2024 Q4 ADDED — — — 4,794 +7 +0.1% 0.02% $884K 2025-02-11 $186.16
2024 Q3 UNCHANGED — — — 4,787 — 0% 0.02% $849K 2024-11-06 $173.09
2024 Q2 INITIATED — — — 4,787 — — 0.02% $770K 2024-07-26 $156.44

🏢 Other funds also holding RXI

As of 2026 Q3 — sorted by position size

DECISION INVESTMENTS, INC 0.41% FULCRUM WEALTH ADVISORS, LLC 0.17% Frank, Rimerman Advisors LLC 3Y 0.06% ROCKLAND TRUST CO 3Y 7Y 0.01% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 7Y 0.01% Central Pacific Bank - Trust Division 0.0% TD Waterhouse Canada Inc. 0.0%

FAQ About SIGNATURE ESTATE & INVESTMENT ADVISORS LLC and RXI

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 RXI?

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

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

The largest reported portfolio weight for RXI was 0.02% in 2024 Q4.

What is the latest reported RXI position on this page?

The most recent filing on this page is 2026 Q3, when SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 3,955 shares, equal to 0.01% of portfolio, with an estimated market value of $731K.

What does the chart on this RXI ownership page compare?

The chart compares SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's quarterly RXI 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 RXI position?

Based on 13F filing dates vs. subsequent RXI price moves, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on RXI relative to SPY over the holding period was +147.4%.

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