Wedmont Private Capital IXC — ISHARES TR

Ownership history in Wedmont Private Capital  ·  4 quarters on record

AI Ownership Summary

Wedmont Private Capital reported ISHARES TR (IXC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows IXC at 0.01% 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 IXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wedmont Private Capital'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
2026 Q3

IXC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 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.

IXC stock page Wedmont Private Capital fund profile Wedmont Private Capital full holdings
How Wedmont Private Capital held IXC — position size vs. price
% of Fund (quarterly)    IXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,505 -2,162 -38.2% 0.01% $210K 2026-10-09 $59.88
2025 Q4 ADDED — — — 5,667 +28 +0.5% 0.01% $236K 2026-01-08 $42.06
2025 Q3 REDUCED — — — 5,639 -19 -0.3% 0.01% $237K 2025-10-08 $40.43
2025 Q2 INITIATED — — — 5,658 — — 0.01% $229K 2025-07-10 $39.30

🏢 Other funds also holding IXC

As of 2026 Q3 — sorted by position size

MFA WEALTH ADVISORS, LLC 3Y 7Y 2.92% Versant Capital Management, Inc 3Y 7Y 2.48% Factor Wealth Management LTD 0.79% Ayalon Insurance Comp Ltd. 3Y 7Y 0.51% DECISION INVESTMENTS, INC 0.19% Montecito Bank & Trust 3Y 7Y 0.04% First Heartland Consultants, Inc. 3Y 7Y 0.03% Rosenberg Matthew Hamilton 3Y 0.02% CoreCap Advisors, LLC 3Y 0.01% Bank of New Hampshire 3Y 0.01%

FAQ About Wedmont Private Capital and IXC

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

How long has Wedmont Private Capital reported owning IXC?

Wedmont Private Capital reported IXC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported IXC position in Wedmont Private Capital's portfolio?

The largest reported portfolio weight for IXC was 0.01% in 2025 Q2.

What is the latest reported IXC position on this page?

The most recent filing on this page is 2026 Q3, when Wedmont Private Capital reported 3,505 shares, equal to 0.01% of portfolio, with an estimated market value of $210K.

What does the chart on this IXC ownership page compare?

The chart compares Wedmont Private Capital's quarterly IXC 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 Wedmont Private Capital time their IXC position?

Based on 13F filing dates vs. subsequent IXC price moves, Wedmont Private Capital correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IXC relative to SPY over the holding period was -6.7%.

← Back to Wedmont Private Capital Holdings