IXJ — ISHARES TR

Ownership history in VIAWEALTH, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which VIAWEALTH, LLC reported a position in ISHARES TR (IXJ). 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
0.64% (2025 Q4)
Avg. % of fund
0.64%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 11,729 — — 0.64% $1.1M $97.40
% of Fund (quarterly)    IXJ price (monthly, adj. close)

Other funds also holding IXJ

As of 2025 Q4 — sorted by position size

Richard Bernstein Advisors LLC 3Y 7Y 3.68% Phoenix Financial Ltd. 3Y 2.24% FCA CORP /TX 3Y 7Y 1.39% TRANSATLANTIQUE PRIVATE WEALTH LLC 3Y 1.21% Veltria Advisors Corp. 3Y 1.14% Leo Wealth, LLC 1.04% Hamilton Wealth, LLC 3Y 7Y 0.97% Anson Capital, Inc. 3Y 0.93% Royal Fund Management, LLC 3Y 0.82% Logan Stone Capital, LLC 3Y 0.7%
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