MXI — ISHARES TR

Ownership history in VIAWEALTH, LLC · 11 quarters on record

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

0.34% (2024 Q3)

Avg. % of fund

0.24%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	3,669	+25	+0.7%	0.20%	$355K	$96.64
2025 Q3	REDUCED	3,644	-897	-19.8%	0.18%	$337K	$91.79
2025 Q2	ADDED	4,541	+317	+7.5%	0.23%	$388K	$84.84
2025 Q1	REDUCED	4,224	-1,774	-29.6%	0.21%	$345K	$80.95

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

Other funds also holding MXI

As of 2025 Q4 — sorted by position size

Pathway Financial Advisors LLC 3Y 7Y 2.37% Wealth Advisors of Tampa Bay, LLC 3Y 7Y 0.56% Stratos Wealth Partners, LTD. 3Y 7Y 0.03% Mutual Advisors, LLC 3Y 7Y 0.02% J. Safra Sarasin Holding AG 0.02% Ameritas Advisory Services, LLC 3Y 0.02% Gladstone Institutional Advisory LLC 3Y 7Y 0.02% Annis Gardner Whiting Capital Advisors, LLC 0.01% Founders Financial Alliance, LLC 3Y 0.01% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.01%

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