SOFI WEALTH, LLC SUSC — ISHARES TR

Ownership history in SOFI WEALTH, LLC  ·  6 quarters on record

AI Ownership Summary

SOFI WEALTH, LLC reported ISHARES TR (SUSC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows SUSC at 0.06% 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 SUSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOFI WEALTH, 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

SUSC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

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

Time in book
Holding Window
2024 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.

SUSC stock page SOFI WEALTH, LLC fund profile SOFI WEALTH, LLC full holdings
How SOFI WEALTH, LLC held SUSC — position size vs. price
% of Fund (quarterly)    SUSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 56,392 +12,342 +28.0% 0.06% $1.3M 2026-05-05 $23.08
2025 Q4 ADDED — — — 44,050 +9,785 +28.6% 0.05% $1.0M 2026-01-30 $23.12
2025 Q3 ADDED — — — 34,265 +8,647 +33.8% 0.04% $807K 2025-10-22 $23.16
2025 Q2 ADDED — — — 25,618 +11,061 +76.0% 0.04% $595K 2025-08-11 $22.46
2025 Q1 ADDED — — — 14,557 +13,827 +1894.1% 0.03% $336K 2025-04-21 $21.47
2024 Q4 INITIATED — — — 730 — — 0.00% $17K 2025-02-04 $21.59

🏢 Other funds also holding SUSC

As of 2026 Q1 — sorted by position size

Avise Financial Cooperative, Inc. 6.02% IMPACTfolio, LLC 3Y 5.93% Invera Wealth Advisors, LLC 3.61% Archer Investment Management, LLC 2.38% Colorado Capital Management, Inc. 3Y 7Y 1.77% One Wealth Advisors, LLC 3Y 7Y 0.92% Midwest Financial Partners Investments, Inc. 0.83% BIRCHBROOK, INC. 0.82% Oregon Pacific Wealth Management, LLC 0.69% RCS Financial Planning, LLC 3Y 0.65%

FAQ About SOFI WEALTH, LLC and SUSC

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

How long has SOFI WEALTH, LLC reported owning SUSC?

SOFI WEALTH, LLC reported SUSC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SUSC position in SOFI WEALTH, LLC's portfolio?

The largest reported portfolio weight for SUSC was 0.06% in 2026 Q1.

What is the latest reported SUSC position on this page?

The most recent filing on this page is 2026 Q1, when SOFI WEALTH, LLC reported 56,392 shares, equal to 0.06% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SUSC ownership page compare?

The chart compares SOFI WEALTH, LLC's quarterly SUSC 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 SOFI WEALTH, LLC time their SUSC position?

Based on 13F filing dates vs. subsequent SUSC price moves, SOFI WEALTH, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on SUSC relative to SPY over the holding period was -9.8%.

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