IXUS — ISHARES

Ownership history in Wealth Group Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in ISHARES (IXUS). 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
0.89% (2023 Q4)
Avg. % of fund
0.75%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,612 -143 -0.5% 0.60% $2.7M $84.64
2025 Q3 REDUCED 31,755 -3,086 -8.9% 0.61% $2.6M $81.06
2025 Q2 REDUCED 34,841 -1,729 -4.7% 0.69% $2.7M $75.88
2025 Q1 REDUCED 36,570 -1,298 -3.4% 0.75% $2.6M $67.48
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Hardy Reed LLC 3Y 7Y 9.63% Waldron Private Wealth LLC 3Y 7Y 9.21% Compass Ion Advisors, LLC 3Y 9.09%
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