Empirical Asset Management, LLC IYH — ISHARES TR

Ownership history in Empirical Asset Management, LLC  ·  10 quarters on record

AI Ownership Summary

Empirical Asset Management, LLC reported ISHARES TR (IYH) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.94% in 2024 Q2. The latest visible filing shows IYH at 0.51% 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 IYH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empirical Asset Management, 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 Q2

IYH was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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.

IYH stock page Empirical Asset Management, LLC fund profile Empirical Asset Management, LLC full holdings
How Empirical Asset Management, LLC held IYH — position size vs. price
% of Fund (quarterly)    IYH 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 Q2 REDUCED 5.6% +8.7% ❌ 33,476 -1,994 -5.6% 0.51% $2.2M 2026-08-10 $70.95
2026 Q1 REDUCED — — — 35,470 -396 -1.1% 0.58% $2.2M 2026-05-11 $59.92
2025 Q4 REDUCED — — — 35,866 -99 -0.3% 0.66% $2.3M 2026-02-06 $65.31
2025 Q3 REDUCED — — — 35,965 -180 -0.5% 0.59% $2.1M 2025-11-12 $63.51
2025 Q2 REDUCED — — — 36,145 -880 -2.4% 0.63% $2.0M 2025-07-29 $55.61
2025 Q1 REDUCED — — — 37,025 -911 -2.4% 0.77% $2.3M 2025-05-12 $55.84
2024 Q4 REDUCED — — — 37,936 -1,574 -4.0% 0.73% $2.2M 2025-01-15 $58.25
2024 Q3 REDUCED — — — 39,510 -1,210 -3.0% 0.91% $2.6M 2024-10-11 $63.31
2024 Q2 ADDED — — — 40,720 +6,670 +19.6% 0.94% $2.5M 2024-08-12 $61.27
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IYH

As of 2026 Q3 — sorted by position size

First Citizens Financial Corp 3Y 2.78% Gerald Baker Financial Group LLC 1.63% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3Y 0.68% Asempa Wealth Advisors 0.59% Castle Rock Wealth Management, LLC 3Y 7Y 0.46% MRA Advisory Group 3Y 0.19% RHODES INVESTMENT ADVISORS INC /ADV 0.18% Weaver Consulting Group 3Y 7Y 0.1% Kaydan Wealth Management, Inc. 3Y 0.09% Atlas Brown,Inc. 3Y 7Y 0.07%

FAQ About Empirical Asset Management, LLC and IYH

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

How long has Empirical Asset Management, LLC reported owning IYH?

Empirical Asset Management, LLC reported IYH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IYH position in Empirical Asset Management, LLC's portfolio?

The largest reported portfolio weight for IYH was 0.94% in 2024 Q2.

What is the latest reported IYH position on this page?

The most recent filing on this page is 2026 Q2, when Empirical Asset Management, LLC reported 33,476 shares, equal to 0.51% of portfolio, with an estimated market value of $2.2M.

What does the chart on this IYH ownership page compare?

The chart compares Empirical Asset Management, LLC's quarterly IYH 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 Empirical Asset Management, LLC time their IYH position?

Based on 13F filing dates vs. subsequent IYH price moves, Empirical Asset Management, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on IYH relative to SPY over the holding period was +993.4%.

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