SEC 13F Intelligence

Family Firm, Inc. / IJS

Family Firm, Inc.’s Ishares Tr Position

Does Family Firm, Inc. own Ishares Tr (IJS)? Yes76.0K shares worth $8M (+1.82% of its 13F portfolio) as of Q2 2025, up from 73.2K shares the prior filed quarter.

Position Value
$8M
Q2 2025
Shares
76.0K
% of Portfolio
+1.82%
Quarters Held
27
currently held

Position History IJS

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202576.0K$8M+1.82%
Q1 202573.2K$7M+1.59%
Q4 2024173.2K$8M+1.79%
Q3 2024173.8K$8M+1.76%
Q2 2024173.8K$7M+1.62%
Q1 202472.2K$7M+1.81%
Q4 202371.0K$7M+1.89%
Q3 202371.4K$6M+1.79%
Q2 202372.0K$7M+1.81%
Q1 202370.6K$7M+1.83%
Q4 202270.3K$6M+1.88%
Q3 202267.3K$7M+1.81%
Q2 202266.1K$7M+1.79%
Q1 202266.1K$7M+1.79%
Q4 202166.1K$7M+1.79%
Q3 202165.4K$7M+1.80%
Q2 202166.1K$7M+1.90%
Q1 202167.7K$7M+1.97%
Q4 202068.8K$6M+1.82%
Q3 202033.3K$4M+1.46%
Q2 202034.9K$4M+1.57%
Q1 202033.4K$3M+1.42%
Q4 201928.6K$5M+1.56%
Q3 201929.1K$4M+1.55%
Q2 201928.3K$4M+1.48%
Q1 201929.0K$4M+1.55%
Q4 201827.0K$4M+1.42%

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