HIMU — BLACKROCK ETF TRUST II

Ownership history in SOFI WEALTH, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in BLACKROCK ETF TRUST II (HIMU). 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
0.76% (2025 Q4)
Avg. % of fund
0.67%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 314,517 +27,621 +9.6% 0.76% $15.3M $48.28
2025 Q3 ADDED 286,896 +119,574 +71.5% 0.76% $14.1M $47.93
2025 Q2 INITIATED 167,322 — — 0.50% $8.1M $46.80
% of Fund (quarterly)    HIMU price (monthly, adj. close)

Other funds also holding HIMU

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 4.18% Fairman Group, LLC 2.3% DROMS STRAUSS ADVISORS INC /MO/ /ADV 3Y 7Y 2.04% Buttonwood Financial Group, LLC 3Y 2.0% Cardinal Strategic Wealth Guidance 3Y 0.73% Financial Synergies Wealth Advisors, Inc. 0.71% PACES FERRY WEALTH ADVISORS, LLC 3Y 0.63% EHRLICH FINANCIAL GROUP 0.63% Shepherd Financial Partners LLC 3Y 7Y 0.58% West Wealth Group, LLC 3Y 0.58%
← Back to SOFI WEALTH, LLC Holdings