Urban Financial Advisory Corp reported ISHARES TR (IJR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 13.03% in 2026 Q1. The latest visible filing shows IJR at 13.03% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Urban Financial Advisory Corp'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.
IJR was reported at 13.03% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Urban Financial Advisory Corp reported IJR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.
The largest reported portfolio weight for IJR was 13.03% in 2026 Q1.
The most recent filing on this page is 2026 Q1, when Urban Financial Advisory Corp reported 296,544 shares, equal to 13.03% of portfolio, with an estimated market value of $36.9M.
The chart compares Urban Financial Advisory Corp's quarterly IJR 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.
Based on 13F filing dates vs. subsequent IJR price moves, Urban Financial Advisory Corp correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on IJR relative to SPY over the holding period was -5.0%.