IJH — ISHARES TR

Ownership history in Fairhaven Wealth Management, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Fairhaven Wealth Management, 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
11.77% (2019 Q3)
Avg. % of fund
9.13%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 393,736 +523 +0.1% 7.67% $24.5M $61.44
2024 Q3 ADDED 393,213 +1,856 +0.5% 7.50% $24.5M $61.20
2024 Q2 ADDED 391,357 +10,753 +2.8% 7.59% $22.9M $57.25
2024 Q1 ADDED 380,604 +301,819 +383.1% 7.94% $23.1M $59.26
20 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%
← Back to Fairhaven Wealth Management, LLC Holdings