IJR — ISHARES TR

Ownership history in VIAWEALTH, LLC · 13 quarters on record

This page tracks every 13F SEC filing in which VIAWEALTH, LLC reported a position in ISHARES TR (IJR). 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

1.83% (2023 Q1)

Avg. % of fund

1.55%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	17,318	-3,372	-16.3%	1.17%	$2.1M	$120.18
2025 Q3	REDUCED	20,690	-87	-0.4%	1.34%	$2.5M	$118.28
2025 Q2	ADDED	20,777	+25	+0.1%	1.34%	$2.3M	$108.38
2025 Q1	ADDED	20,752	+23	+0.1%	1.34%	$2.2M	$103.32

% of Fund (quarterly) IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%

← Back to VIAWEALTH, LLC Holdings