J.E. Simmons & Co., P.C. IEF — ISHARES TR

Ownership history in J.E. Simmons & Co., P.C.  ·  3 quarters on record

AI Ownership Summary

J.E. Simmons & Co., P.C. reported ISHARES TR (IEF) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.3% in 2026 Q2. The latest visible filing shows IEF at 0.30% 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 IEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J.E. Simmons & Co., P.C.'s position in ISHARES TR, 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 Q2

IEF was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

IEF stock page J.E. Simmons & Co., P.C. fund profile J.E. Simmons & Co., P.C. full holdings
How J.E. Simmons & Co., P.C. held IEF — position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,600 +1,374 +32.5% 0.30% $530K 2026-07-15 $93.46
2026 Q1 UNCHANGED — — — 4,226 — 0% 0.27% $403K 2026-04-21 $94.15
2025 Q4 INITIATED — — — 4,226 — — 0.26% $406K 2026-02-13 $95.32

🏢 Other funds also holding IEF

As of 2026 Q2 — sorted by position size

CenturyLink Investment Management Co 3Y 7Y 54.73% PEAVINE CAPITAL, LLC 3Y 7Y 39.75% Avalon Advisory Group 3Y 32.52% McElhenny Sheffield Capital Management, LLC 3Y 23.83% Raub Brock Capital Management LP 3Y 7Y 19.29% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 16.54% Invariant Investment Management 15.37% BENNINGFIELD FINANCIAL ADVISORS, LLC 14.98% WLTH Capital Management, LLC 13.7% LifeGuide Financial Advisors, LLC 3Y 13.63%

FAQ About J.E. Simmons & Co., P.C. and IEF

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

How long has J.E. Simmons & Co., P.C. reported owning IEF?

J.E. Simmons & Co., P.C. reported IEF across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IEF position in J.E. Simmons & Co., P.C.'s portfolio?

The largest reported portfolio weight for IEF was 0.30% in 2026 Q2.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2026 Q2, when J.E. Simmons & Co., P.C. reported 5,600 shares, equal to 0.30% of portfolio, with an estimated market value of $530K.

What does the chart on this IEF ownership page compare?

The chart compares J.E. Simmons & Co., P.C.'s quarterly IEF 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.

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