IHF ISHARES TR

Ownership history in ELEMENT POINTE ADVISORS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which ELEMENT POINTE ADVISORS, LLC reported a position in ISHARES TR (IHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.76% (2025 Q4)
Avg. % of fund
1.33%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 405,626 +89,723 +28.4% 3.76% $19.4M $47.79
2025 Q3 ADDED 315,903 +314,378 +20615.0% 3.32% $15.6M $49.01
2020 Q4 UNCHANGED 1,525 0% 0.13% $358K $44.57
2020 Q3 UNCHANGED 1,525 0% 0.14% $307K $38.28
2020 Q2 UNCHANGED 1,525 0% 0.15% $294K $36.52
2020 Q1 REDUCED 1,525 -12,930 -89.5% 0.15% $254K $31.51
2019 Q4 REDUCED 14,455 -275 -1.9% 1.52% $2.9M $37.87
2019 Q3 UNCHANGED 14,730 0% 1.38% $2.4M $30.44
2019 Q2 INITIATED 14,730 1.42% $2.5M
% of Fund (quarterly)    IHF price (monthly, adj. close)
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