IXUS — ISHARES TR

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, LLC reported a position in ISHARES TR (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
6.13% (2025 Q2)
Avg. % of fund
5.36%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 142,253 +301 +0.2% 4.93% $12.0M $84.64
2025 Q3 UNCHANGED 141,952 — 0% 5.38% $11.7M $81.06
2025 Q2 ADDED 141,952 +19,459 +15.9% 6.13% $11.0M $75.88
2025 Q1 ADDED 122,493 +2,020 +1.7% 5.28% $8.6M $67.48
4 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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