Family Firm, Inc.’s Ishares Tr Position
Does Family Firm, Inc. own Ishares Tr (IXC)? Yes — 118.0K shares worth $5M (+1.12% of its 13F portfolio) as of Q2 2025, up from 117.0K shares the prior filed quarter.
Position Value
$5M
Q2 2025
Shares
118.0K
% of Portfolio
+1.12%
Quarters Held
27
currently held
Position History IXC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 118.0K | $5M | +1.12% |
| Q1 2025 | 117.0K | $5M | +1.10% |
| Q4 2024 | 117.0K | $4M | +0.99% |
| Q3 2024 | 116.9K | $5M | +1.04% |
| Q2 2024 | 113.0K | $5M | +1.05% |
| Q1 2024 | 111.4K | $5M | +1.17% |
| Q4 2023 | 114.8K | $4M | +1.16% |
| Q3 2023 | 113.1K | $5M | +1.31% |
| Q2 2023 | 117.7K | $4M | +1.16% |
| Q1 2023 | 117.9K | $4M | +1.23% |
| Q4 2022 | 111.6K | $4M | +1.27% |
| Q3 2022 | 115.4K | $4M | +1.09% |
| Q2 2022 | 114.5K | $3M | +0.82% |
| Q1 2022 | 114.5K | $3M | +0.82% |
| Q4 2021 | 114.5K | $3M | +0.82% |
| Q3 2021 | 111.4K | $3M | +0.87% |
| Q2 2021 | 116.2K | $3M | +0.84% |
| Q1 2021 | 117.4K | $3M | +0.84% |
| Q4 2020 | 118.8K | $3M | +0.80% |
| Q3 2020 | 127.0K | $2M | +0.75% |
| Q2 2020 | 117.4K | $2M | +0.86% |
| Q1 2020 | 112.9K | $2M | +0.81% |
| Q4 2019 | 112.8K | $3M | +1.18% |
| Q3 2019 | 104.8K | $3M | +1.14% |
| Q2 2019 | 107.3K | $3M | +1.23% |
| Q1 2019 | 108.2K | $4M | +1.33% |
| Q4 2018 | 110.4K | $3M | +1.30% |
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 IXC.