IJH — ISHARES TR

Ownership history in Gainplan LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Gainplan 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
2.38% (2022 Q4)
Avg. % of fund
0.83%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,608 -1,427 -7.1% 0.46% $1.2M $65.85
2025 Q3 REDUCED 20,035 -800 -3.8% 0.55% $1.3M $64.79
2025 Q2 REDUCED 20,835 -21,280 -50.5% 0.59% $1.3M $61.37
2025 Q1 REDUCED 42,115 -2,412 -5.4% 1.59% $2.5M $57.56
16 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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