EIGHT 31 FINANCIAL, LLC IJH ISHARES TR

Ownership history in EIGHT 31 FINANCIAL, LLC  ·  9 quarters on record

AI Ownership Summary

EIGHT 31 FINANCIAL, LLC reported ISHARES TR (IJH) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.46% in 2026 Q1. The latest visible filing shows IJH at 0.46% 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 IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EIGHT 31 FINANCIAL, LLC'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

IJH was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 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.

How EIGHT 31 FINANCIAL, LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 11,174 +234 +2.1% 0.46% $755K 2026-05-15 $72.22
2025 Q4 ADDED 10,940 +101 +0.9% 0.40% $722K 2026-02-12 $70.38
2025 Q3 ADDED 10,839 +769 +7.6% 0.40% $707K 2025-11-13 $63.87
2025 Q2 ADDED 10,070 +34 +0.3% 0.41% $625K 2025-08-14 $63.20
2025 Q1 ADDED 10,036 +1,473 +17.2% 0.37% $586K 2025-05-15 $60.33
2024 Q4 ADDED 8,563 +228 +2.7% 0.40% $534K 2025-02-14 $62.86
2024 Q3 ADDED 8,335 +589 +7.6% 0.40% $519K 2024-11-14 $63.55
2024 Q2 ADDED 7,746 +3,975 +105.4% 0.35% $453K 2024-08-14 $57.62
2024 Q1 INITIATED 3,771 0.14% $229K 2024-05-15 $59.17

FAQ About EIGHT 31 FINANCIAL, 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 EIGHT 31 FINANCIAL, LLC reported owning IJH?

EIGHT 31 FINANCIAL, LLC reported IJH across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IJH position in EIGHT 31 FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for IJH was 0.46% in 2026 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2026 Q1, when EIGHT 31 FINANCIAL, LLC reported 11,174 shares, equal to 0.46% of portfolio, with an estimated market value of $755K.

What does the chart on this IJH ownership page compare?

The chart compares EIGHT 31 FINANCIAL, 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.

How well did EIGHT 31 FINANCIAL, LLC time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, EIGHT 31 FINANCIAL, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on IJH relative to SPY over the holding period was -7.6%.

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