Squire Investment Management Company, LLC IXUS — ISHARES TR

Ownership history in Squire Investment Management Company, LLC  ·  9 quarters on record

AI Ownership Summary

Squire Investment Management Company, LLC reported ISHARES TR (IXUS) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.54% in 2024 Q2. The latest visible filing shows IXUS at 0.23% 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 IXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Squire Investment Management Company, 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 Q2

IXUS was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2024 Q2

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 Q2

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.

How Squire Investment Management Company, LLC held IXUS — position size vs. price
% of Fund (quarterly)    IXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 9,995 — 0% 0.23% $954K 2026-07-28 $93.03
2026 Q1 UNCHANGED — — — 9,995 — 0% 0.24% $866K 2026-04-24 $91.48
2025 Q4 UNCHANGED — — — 9,995 — 0% 0.26% $846K 2026-01-22 $87.52
2025 Q3 UNCHANGED — — — 9,995 — 0% 0.27% $825K 2025-10-20 $81.65
2025 Q2 UNCHANGED — — — 9,995 — 0% 0.28% $773K 2025-07-16 $74.89
2025 Q1 UNCHANGED — — — 9,995 — 0% 0.29% $698K 2025-05-08 $69.51
2024 Q4 UNCHANGED — — — 9,995 — 0% 0.29% $661K 2025-01-30 $65.92
2024 Q3 REDUCED — — — 9,995 -298 -2.9% 0.35% $726K 2024-11-06 $65.25
2024 Q2 INITIATED — — — 10,293 — — 0.54% $668K 2024-08-01 $63.39

FAQ About Squire Investment Management Company, LLC and IXUS

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

How long has Squire Investment Management Company, LLC reported owning IXUS?

Squire Investment Management Company, LLC reported IXUS across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IXUS position in Squire Investment Management Company, LLC's portfolio?

The largest reported portfolio weight for IXUS was 0.54% in 2024 Q2.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2026 Q2, when Squire Investment Management Company, LLC reported 9,995 shares, equal to 0.23% of portfolio, with an estimated market value of $954K.

What does the chart on this IXUS ownership page compare?

The chart compares Squire Investment Management Company, LLC's quarterly IXUS 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.

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