SYSTM Wealth Solutions LLC IXJ — ISHARES TR

Ownership history in SYSTM Wealth Solutions LLC  ·  4 quarters on record

AI Ownership Summary

SYSTM Wealth Solutions LLC reported ISHARES TR (IXJ) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows IXJ at 0.11% 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 IXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SYSTM Wealth Solutions 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
2024 Q3

IXJ was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2024 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.

IXJ stock page SYSTM Wealth Solutions LLC fund profile SYSTM Wealth Solutions LLC full holdings
How SYSTM Wealth Solutions LLC held IXJ — position size vs. price
% of Fund (quarterly)    IXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 37.7% -12.0% ✅ 38 -23 -37.7% 0.11% $4K 2024-11-14 (Est.) $88.84
2024 Q2 ADDED — — — 61 +1 +1.7% 0.00% $6K 2024-08-12 $93.63
2024 Q1 REDUCED 86.1% +0.1% ❌ 60 -373 -86.1% 0.00% $6K 2024-04-26 $86.57
2023 Q4 INITIATED — — — 433 — — 0.01% $38K 2024-02-14 $87.57

🏢 Other funds also holding IXJ

As of 2026 Q1 — sorted by position size

Phoenix Financial Ltd. 3Y 3.31% DECISION INVESTMENTS, INC 1.43% FCA CORP /TX 3Y 7Y 1.36% VIAWEALTH, LLC 3Y 1.19% Richard Bernstein Advisors LLC 3Y 7Y 1.08% Anson Capital, Inc. 3Y 0.98% PARTNERS WEALTH MANAGEMENT, LLC 0.96% Royal Fund Management, LLC 3Y 0.82% Leo Wealth, LLC 0.81% Logan Stone Capital, LLC 3Y 0.76%

FAQ About SYSTM Wealth Solutions LLC and IXJ

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

How long has SYSTM Wealth Solutions LLC reported owning IXJ?

SYSTM Wealth Solutions LLC reported IXJ across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported IXJ position in SYSTM Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for IXJ was 0.11% in 2024 Q3.

What is the latest reported IXJ position on this page?

The most recent filing on this page is 2024 Q3, when SYSTM Wealth Solutions LLC reported 38 shares, equal to 0.11% of portfolio, with an estimated market value of $4K.

What does the chart on this IXJ ownership page compare?

The chart compares SYSTM Wealth Solutions LLC's quarterly IXJ 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 SYSTM Wealth Solutions LLC time their IXJ position?

Based on 13F filing dates vs. subsequent IXJ price moves, SYSTM Wealth Solutions LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on IXJ relative to SPY over the holding period was -20.2%.

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