IJH ISHARES TR INDEX S&P MIDCAP 400

Ownership history in BLB&B Advisors, LLC  ·  33 quarters on record

AI Ownership Summary

BLB&B Advisors, LLC reported ISHARES TR INDEX S&P MIDCAP 400 (IJH) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.87% in 2025 Q4. The latest visible filing shows IJH at 6.87% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLB&B Advisors, LLC's position in ISHARES TR INDEX S&P MIDCAP 400, 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
2025 Q4

IJH was reported at 6.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.87% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How BLB&B Advisors, LLC held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,491,663 +150,234 +6.4% 6.87% $164.4M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 2,341,429 +137,800 +6.3% 6.60% $152.8M 2025-10-31 $64.46
2025 Q2 ADDED 2,203,629 +13,927 +0.6% 6.39% $136.7M 2025-08-04 $62.24
2025 Q1 ADDED 2,189,702 +89,939 +4.3% 6.50% $127.8M 2025-04-28 $56.03
2024 Q4 ADDED 2,099,763 +110,585 +5.6% 6.67% $130.8M 2025-01-28 $63.74
2024 Q3 ADDED 1,989,178 +149,017 +8.1% 6.33% $124.0M 2024-10-22 $61.47
2024 Q2 ADDED 1,840,161 +135,714 +8.0% 5.90% $107.7M 2024-07-26 $59.98
2024 Q1 ADDED 1,704,447 +1,383,202 +430.6% 5.84% $103.5M 2024-04-26 $56.28
2023 Q4 ADDED 321,245 +24,180 +8.1% 5.62% $89.0M 2024-01-19 $53.03
2023 Q3 ADDED 297,065 +30,012 +11.2% 5.29% $74.1M 2023-10-25 $45.24
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BLB&B Advisors, LLC and IJH

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

How long has BLB&B Advisors, LLC reported owning IJH?

BLB&B Advisors, LLC reported IJH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IJH position in BLB&B Advisors, LLC's portfolio?

The largest reported portfolio weight for IJH was 6.87% in 2025 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when BLB&B Advisors, LLC reported 2,491,663 shares, equal to 6.87% of portfolio, with an estimated market value of $164.4M.

What does the chart on this IJH ownership page compare?

The chart compares BLB&B Advisors, LLC's quarterly IJH 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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