Position in IX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,154,057
+$615,707 QoQ
Shares Held
30,338
+69.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 317 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Ethic Inc. holds $2,729,096 across 3 Financial Conglomerates names. IX ranks #1 (42.3% of the industry book) .
All Filings in IX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,057 | 30,338 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $538,350 | 17,951 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $430,439 | 14,731 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $357,295 | 13,679 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $265,353 | 11,783 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $226,050 | 10,821 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $216,496 | 2,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $507,718 | 4,375 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $296,058 | 2,660 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $482,125 | 4,375 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $374,493 | 4,010 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $329,518 | 3,510 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $222,552 | 2,440 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||