SCM Trust - IOBAX

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$16.16M
QoQ value delta ($000)
+$3.269M (+25.36%)
Implied price effect (QoQ)
-0.58%
Shares
Total shares
1,910,301
QoQ shares delta
+395,298 (+26.09%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (IOBAX)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Financially Speaking Inc 16,161 1,910,301 10.46%