USXF — ISHARES TR

Ownership history in SOFI WEALTH, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SOFI WEALTH, LLC reported a position in ISHARES TR (USXF). 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
0.17% (2025 Q4)
Avg. % of fund
0.1%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 58,851 +11,947 +25.5% 0.17% $3.4M $57.58
2025 Q3 ADDED 46,904 +12,895 +37.9% 0.14% $2.7M $57.13
2025 Q2 ADDED 34,009 +13,330 +64.5% 0.11% $1.8M $53.64
2025 Q1 ADDED 20,679 +17,889 +641.2% 0.07% $965K $46.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USXF price (monthly, adj. close)

Other funds also holding USXF

As of 2025 Q4 — sorted by position size

Financial Connections Group, Inc. 3Y 4.78% Balanced Rock Investment Advisors LLC 4.2% Invera Wealth Advisors, LLC 3.49% SigFig Wealth Management, LLC 3Y 7Y 1.15% Atwater Malick LLC 3Y 7Y 1.08% AMARA FINANCIAL, LLC. 1.06% REGATTA CAPITAL GROUP, LLC 3Y 1.04% VERITY Wealth Advisors 3Y 7Y 0.93% CGC Financial Services, LLC 0.86% Equita Financial Network, Inc. 0.74%
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