IJH ISHARES TR

Ownership history in Destiny Capital Corp/CO  ·  12 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported ISHARES TR (IJH) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.61% in 2025 Q1. The latest visible filing shows IJH at 4.96% 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 Destiny Capital Corp/CO'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
2025 Q4

IJH was reported at 4.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.61% in 2025 Q1

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 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 Destiny Capital Corp/CO held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 146,140 -2,653 -1.8% 4.96% $9.6M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 148,793 +3,870 +2.7% 5.29% $9.7M 2025-10-31 $64.46
2025 Q2 ADDED 144,923 +3,901 +2.8% 5.42% $9.0M 2025-08-06 $62.01
2025 Q1 ADDED 141,022 +9,279 +7.0% 5.61% $8.2M 2025-04-16 $53.65
2024 Q4 ADDED 131,743 +88 +0.1% 4.98% $8.2M 2025-01-31 $63.60
2024 Q3 ADDED 131,655 +5,852 +4.7% 5.07% $8.2M 2024-11-06 $64.38
2024 Q2 ADDED 125,803 +3,588 +2.9% 5.03% $7.4M 2024-08-13 $57.69
2024 Q1 ADDED 122,215 +99,432 +436.4% 5.17% $7.4M 2024-05-06 $57.74
2023 Q4 ADDED 22,783 +20,125 +757.1% 4.41% $6.3M 2024-02-12 $54.92
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destiny Capital Corp/CO and IJH

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

How long has Destiny Capital Corp/CO reported owning IJH?

Destiny Capital Corp/CO reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for IJH was 5.61% in 2025 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 146,140 shares, equal to 4.96% of portfolio, with an estimated market value of $9.6M.

What does the chart on this IJH ownership page compare?

The chart compares Destiny Capital Corp/CO'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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