Bouchey Financial Group Ltd IHF — ISHARES TR

Ownership history in Bouchey Financial Group Ltd  ·  11 quarters on record

AI Ownership Summary

Bouchey Financial Group Ltd reported ISHARES TR (IHF) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows IHF at 0.01% 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 IHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bouchey Financial Group Ltd'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 Q1

IHF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

IHF stock page Bouchey Financial Group Ltd fund profile Bouchey Financial Group Ltd full holdings
How Bouchey Financial Group Ltd held IHF — position size vs. price
% of Fund (quarterly)    IHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,497 — 0% 0.01% $202K 2026-04-13 $44.66
2025 Q4 UNCHANGED — — — 4,497 — 0% 0.02% $216K 2026-01-16 $48.76
2025 Q3 UNCHANGED — — — 4,497 — 0% 0.02% $222K 2025-11-12 $48.51
2025 Q2 UNCHANGED — — — 4,497 — 0% 0.02% $219K 2025-08-08 $42.20
2025 Q1 UNCHANGED — — — 4,497 — 0% 0.02% $237K 2025-05-09 $49.11
2024 Q4 REDUCED — — — 4,497 -3 -0.1% 0.02% $216K 2025-02-05 $52.31
2024 Q3 UNCHANGED — — — 4,500 — 0% 0.02% $257K 2024-10-24 $52.11
2024 Q2 UNCHANGED — — — 4,500 — 0% 0.02% $235K 2024-07-12 $52.07
2024 Q1 ADDED — — — 4,500 +3,600 +400.0% 0.02% $245K 2024-04-23 $51.33
2023 Q4 UNCHANGED — — — 900 — 0% 0.03% $236K 2024-01-18 $50.94
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IHF

As of 2026 Q1 — sorted by position size

Wisconsin Wealth Advisors, LLC 0.54% Urban Wealth Management, LLC 0.44% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.09% Iowa State Bank 3Y 7Y 0.08% Weaver Capital Management LLC 0.04% High Point Wealth Management, LLC 0.04% TRITONPOINT WEALTH, LLC 0.04% First Heartland Consultants, Inc. 3Y 7Y 0.03% Sowell Financial Services LLC 3Y 7Y 0.03% Evanson Asset Management, LLC 3Y 7Y 0.03%

FAQ About Bouchey Financial Group Ltd and IHF

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

How long has Bouchey Financial Group Ltd reported owning IHF?

Bouchey Financial Group Ltd reported IHF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IHF position in Bouchey Financial Group Ltd's portfolio?

The largest reported portfolio weight for IHF was 0.03% in 2023 Q4.

What is the latest reported IHF position on this page?

The most recent filing on this page is 2026 Q1, when Bouchey Financial Group Ltd reported 4,497 shares, equal to 0.01% of portfolio, with an estimated market value of $202K.

What does the chart on this IHF ownership page compare?

The chart compares Bouchey Financial Group Ltd's quarterly IHF 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.

How well did Bouchey Financial Group Ltd time their IHF position?

Based on 13F filing dates vs. subsequent IHF price moves, Bouchey Financial Group Ltd correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IHF relative to SPY over the holding period was -23.5%.

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