Eley Financial Management, Inc XJH — ISHARESTR

Ownership history in Eley Financial Management, Inc  ·  10 quarters on record

AI Ownership Summary

Eley Financial Management, Inc reported ISHARESTR (XJH) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.41% in 2026 Q2. The latest visible filing shows XJH at 0.41% 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 XJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eley Financial Management, Inc's position in ISHARESTR, 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 Q2

XJH was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q2

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 Q2

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.

XJH stock page Eley Financial Management, Inc fund profile Eley Financial Management, Inc full holdings
How Eley Financial Management, Inc held XJH — position size vs. price
% of Fund (quarterly)    XJH 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 Q2 ADDED — — — 24,321 +4,574 +23.2% 0.41% $1.3M 2026-08-11 $52.63
2026 Q1 REDUCED — — — 19,747 -493 -2.4% 0.31% $775K 2026-05-19 $47.98
2025 Q4 ADDED — — — 20,240 +699 +3.6% 0.32% $904K 2026-02-12 $47.68
2025 Q3 ADDED — — — 19,541 +40 +0.2% 0.31% $857K 2025-11-12 $43.63
2025 Q2 REDUCED — — — 19,501 -246 -1.2% 0.31% $809K 2025-08-12 $42.15
2025 Q1 ADDED — — — 19,747 +2,567 +14.9% 0.31% $775K 2025-05-13 $40.25
2024 Q4 ADDED — — — 17,180 +937 +5.8% 0.28% $719K 2025-02-13 $42.09
2024 Q3 ADDED — — — 16,243 +1,021 +6.7% 0.28% $687K 2024-11-12 $43.37
2024 Q2 ADDED — — — 15,222 +7,892 +107.7% 0.26% $602K 2024-08-09 $38.63
2024 Q1 INITIATED — — — 7,330 — — 0.13% $301K 2024-05-14 $39.66

🏢 Other funds also holding XJH

As of 2026 Q2 — sorted by position size

Sanchez Levi Garrett 1.16% HILLTOP WEALTH ADVISORS, LLC 3Y 1.08% Balanced Rock Investment Advisors LLC 0.96% Wealth Advisory Team LLC 0.85% IMA Advisory Services, Inc. 3Y 7Y 0.72% Koss-Olinger Consulting, LLC 3Y 0.56% BIRCHBROOK, INC. 0.51% Atlantic Private Wealth, LLC 3Y 0.51% Francis Financial, Inc. 3Y 7Y 0.45% Topel & Distasi Wealth Management, LLC 3Y 0.43%

FAQ About Eley Financial Management, Inc and XJH

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

How long has Eley Financial Management, Inc reported owning XJH?

Eley Financial Management, Inc reported XJH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XJH position in Eley Financial Management, Inc's portfolio?

The largest reported portfolio weight for XJH was 0.41% in 2026 Q2.

What is the latest reported XJH position on this page?

The most recent filing on this page is 2026 Q2, when Eley Financial Management, Inc reported 24,321 shares, equal to 0.41% of portfolio, with an estimated market value of $1.3M.

What does the chart on this XJH ownership page compare?

The chart compares Eley Financial Management, Inc's quarterly XJH 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 Eley Financial Management, Inc time their XJH position?

Based on 13F filing dates vs. subsequent XJH price moves, Eley Financial Management, Inc correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on XJH relative to SPY over the holding period was +67.7%.

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