Gemmer Asset Management LLC IJK β€” Ishares MidCap Growth

Ownership history in Gemmer Asset Management LLC  Β·  33 quarters on record

AI Ownership Summary

Gemmer Asset Management LLC reported Ishares MidCap Growth (IJK) in 33 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows IJK at 0.02% 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 IJK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gemmer Asset Management LLC's position in Ishares MidCap Growth, 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
2025 Q3

IJK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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.

How Gemmer Asset Management LLC held IJK β€” position size vs. price
% of Fund (quarterly)    IJK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 2,090 +98 +4.9% 0.02% $200K 2025-10-15 $95.36
32 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gemmer Asset Management LLC and IJK

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

How long has Gemmer Asset Management LLC reported owning IJK?

Gemmer Asset Management LLC reported IJK across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IJK position in Gemmer Asset Management LLC's portfolio?

The largest reported portfolio weight for IJK was 0.02% in 2025 Q3.

What is the latest reported IJK position on this page?

The most recent filing on this page is 2025 Q3, when Gemmer Asset Management LLC reported 2,090 shares, equal to 0.02% of portfolio, with an estimated market value of $200K.

What does the chart on this IJK ownership page compare?

The chart compares Gemmer Asset Management LLC's quarterly IJK 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 Gemmer Asset Management LLC time their IJK position?

Based on 13F filing dates vs. subsequent IJK price moves, Gemmer Asset Management LLC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on IJK relative to SPY over the holding period was -5.5%.

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