IYJ β€” ISHARES TR

Ownership history in Tudor Financial Inc.  Β·  6 quarters on record

AI Ownership Summary

Tudor Financial Inc. reported ISHARES TR (IYJ) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.48% in 2025 Q2. The latest visible filing shows IYJ at 1.47% 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 IYJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tudor Financial Inc.'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
2025 Q4

IYJ was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 Q2

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 Tudor Financial Inc. held IYJ β€” position size vs. price
% of Fund (quarterly)    IYJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 19,364 +821 +4.4% 1.47% $2.9M 2026-02-14 (Est.) $159.26
2025 Q3 ADDED 18,543 +192 +1.0% 1.44% $2.7M 2025-11-14 $142.45
2025 Q2 REDUCED 18,351 -416 -2.2% 1.48% $2.6M 2025-08-14 $143.70
2025 Q1 ADDED 18,767 +206 +1.1% 1.47% $2.4M 2025-04-16 $121.38
2024 Q4 ADDED 18,561 +634 +3.5% 1.45% $2.5M 2025-01-16 $136.00
2024 Q3 INITIATED 17,927 β€” β€” 1.48% $2.4M 2024-11-21 $138.96

FAQ About Tudor Financial Inc. and IYJ

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

How long has Tudor Financial Inc. reported owning IYJ?

Tudor Financial Inc. reported IYJ across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IYJ position in Tudor Financial Inc.'s portfolio?

The largest reported portfolio weight for IYJ was 1.48% in 2025 Q2.

What is the latest reported IYJ position on this page?

The most recent filing on this page is 2025 Q4, when Tudor Financial Inc. reported 19,364 shares, equal to 1.47% of portfolio, with an estimated market value of $2.9M.

What does the chart on this IYJ ownership page compare?

The chart compares Tudor Financial Inc.'s quarterly IYJ 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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