IJH ISHARES TR

Ownership history in EWA, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which EWA, 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
9.49% (2023 Q3)
Avg. % of fund
4.63%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 132,543 +4,590 +3.6% 2.14% $8.7M $65.85
2025 Q3 ADDED 127,953 +5,461 +4.5% 2.31% $8.4M $64.79
2025 Q2 ADDED 122,492 +3,816 +3.2% 2.39% $7.6M $61.37
2025 Q1 ADDED 118,676 +2,456 +2.1% 2.57% $6.9M $57.56
2024 Q4 ADDED 116,220 +1,584 +1.4% 2.72% $7.2M $61.30
2024 Q3 ADDED 114,636 +1,844 +1.6% 2.66% $7.4M $61.06
2024 Q2 ADDED 112,792 +4,689 +4.3% 2.86% $6.9M $57.11
2024 Q1 ADDED 108,103 +55,239 +104.5% 2.91% $6.5M $59.12
2023 Q4 REDUCED 52,864 -7,355 -12.2% 7.12% $14.6M $53.81
2023 Q3 ADDED 60,219 +7,470 +14.2% 9.49% $14.6M $48.20
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJH price (monthly, adj. close)
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