SEC 13F Intelligence

M Holdings Securities, Inc. / IJT

M Holdings Securities, Inc.’s Ishares Tr Position

Does M Holdings Securities, Inc. own Ishares Tr (IJT)? Not currently — the last reported position was 99.2K shares worth $12M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q1 2025
Shares
99.2K
% of Portfolio
+2.06%
Quarters Held
11
position exited

Position History IJT

Reported value by quarter
Q1 ’21: $291,000Q1 ’21Q1 ’22: $248,000Q2 ’22: $327,000Q2 ’22Q3 ’22: $242,000Q4 ’22: $597,000Q4 ’22Q1 ’23: $2MQ3 ’23: $931,000Q3 ’23Q4 ’23: $10MQ1 ’24: $11MQ1 ’24Q4 ’24: $13MQ1 ’25: $12MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202599.2K$12M+2.06%
Q4 202494.6K$13M+2.07%
Q1 202487.6K$11M+1.93%
Q4 202382.4K$10M+1.16%
Q3 20238.1K$931,000+0.19%
Q1 202315.8K$2M+0.18%
Q4 20225.5K$597,000+0.06%
Q3 20222.4K$242,000+0.03%
Q2 20223.1K$327,000+0.03%
Q1 20222.0K$248,000+0.02%
Q1 20212.3K$291,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of IJT.