IJH — ISHARES TR

Ownership history in Element Wealth, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in ISHARES TR (IJH). 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
3.84% (2021 Q3)
Avg. % of fund
2.84%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,092 +1,190 +1.8% 1.80% $4.4M $65.85
2025 Q3 ADDED 64,902 +2,877 +4.6% 1.84% $4.2M $64.79
2025 Q2 ADDED 62,025 +1,404 +2.3% 1.77% $3.8M $61.37
2025 Q1 REDUCED 60,621 -1,054 -1.7% 1.90% $3.5M $57.56
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.85% New England Professional Planning Group Inc. 3Y 7Y 18.17% LTG Capital LLC 3Y 17.92% Chandler Asset Management, Inc. 3Y 15.41% TRUEFG, LLC 3Y 14.7% INSTRUMENTAL WEALTH, LLC 14.43% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.61% Platt Investment Counsel, LLC 3Y 13.47% Urban Financial Advisory Corp 12.71% Lee Financial Co 3Y 7Y 12.43%
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