Watts Gwilliam & Co., LLC IJT — ISHARES TR

Ownership history in Watts Gwilliam & Co., LLC  ·  6 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported ISHARES TR (IJT) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 1.03% in 2024 Q3. The latest visible filing shows IJT at 0.65% 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 IJT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Watts Gwilliam & Co., LLC'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 Q3

IJT was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

IJT stock page Watts Gwilliam & Co., LLC fund profile Watts Gwilliam & Co., LLC full holdings
How Watts Gwilliam & Co., LLC held IJT — position size vs. price
% of Fund (quarterly)    IJT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 28,509 -109 -0.4% 0.65% $4.0M 2025-11-14 (Est.) $136.89
2025 Q2 REDUCED 8.8% +6.5% ❌ 28,618 -2,756 -8.8% 0.67% $4.1M 2025-09-19 $141.50
2025 Q1 ADDED — — — 31,374 +2,820 +9.9% 0.85% $3.9M 2025-05-13 $129.61
2024 Q4 REDUCED 16.9% -7.8% ✅ 28,554 -5,812 -16.9% 0.82% $3.9M 2025-01-10 $132.53
2024 Q3 ADDED — — — 34,366 +9,698 +39.3% 1.03% $4.7M 2024-10-09 $135.74
2024 Q1 INITIATED — — — 24,668 — — 1.00% $3.2M 2024-05-15 $129.60

🏢 Other funds also holding IJT

As of 2026 Q1 — sorted by position size

FORTRESS FINANCIAL GROUP, LLC 5.68% Palisades Hudson Asset Management, L.P. 3Y 7Y 5.59% Sterling Financial Planning, Inc. 3Y 5.57% John A. Wolfe & Associates, Inc. 4.5% StoryOne LLC 3.78% Clayton Financial Group LLC 3.53% Stone Wealth Partners 3.41% LTG Capital LLC 3Y 3.2% Taylor Financial Group, Inc. 2.94% PW Nova Financial Services LLC 2.74%

FAQ About Watts Gwilliam & Co., LLC and IJT

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

How long has Watts Gwilliam & Co., LLC reported owning IJT?

Watts Gwilliam & Co., LLC reported IJT across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IJT position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for IJT was 1.03% in 2024 Q3.

What is the latest reported IJT position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 28,509 shares, equal to 0.65% of portfolio, with an estimated market value of $4.0M.

What does the chart on this IJT ownership page compare?

The chart compares Watts Gwilliam & Co., LLC's quarterly IJT 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.

How well did Watts Gwilliam & Co., LLC time their IJT position?

Based on 13F filing dates vs. subsequent IJT price moves, Watts Gwilliam & Co., LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IJT relative to SPY over the holding period was -12.6%.

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