SCJ β€” ISHARES INC

Ownership history in Yoffe Investment Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Yoffe Investment Management, LLC reported ISHARES INC (SCJ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.7% in 2026 Q1. The latest visible filing shows SCJ at 0.70% 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 SCJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yoffe Investment Management, LLC's position in ISHARES INC, 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 Q1

SCJ was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

How Yoffe Investment Management, LLC held SCJ β€” position size vs. price
% of Fund (quarterly)    SCJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 5,630 β€” 0% 0.70% $547K 2026-04-21 $99.79
2025 Q4 UNCHANGED 5,630 β€” 0% 0.66% $517K 2026-01-26 $96.89
2025 Q3 UNCHANGED 5,630 β€” 0% 0.67% $518K 2025-10-24 $89.84
2025 Q2 UNCHANGED 5,630 β€” 0% 0.65% $478K 2025-07-29 $83.00
2025 Q1 REDUCED 5,630 -5,251 -48.3% 0.63% $432K 2025-04-16 $74.38
2024 Q4 INITIATED 10,881 β€” β€” 0.60% $412K 2025-02-12 $72.18

FAQ About Yoffe Investment Management, LLC and SCJ

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

How long has Yoffe Investment Management, LLC reported owning SCJ?

Yoffe Investment Management, LLC reported SCJ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCJ position in Yoffe Investment Management, LLC's portfolio?

The largest reported portfolio weight for SCJ was 0.70% in 2026 Q1.

What is the latest reported SCJ position on this page?

The most recent filing on this page is 2026 Q1, when Yoffe Investment Management, LLC reported 5,630 shares, equal to 0.70% of portfolio, with an estimated market value of $547K.

What does the chart on this SCJ ownership page compare?

The chart compares Yoffe Investment Management, LLC's quarterly SCJ 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.

← Back to Yoffe Investment Management, LLC Holdings