GW HENSSLER & ASSOCIATES LTD IJJ — ISHARES TR

Ownership history in GW HENSSLER & ASSOCIATES LTD  ·  12 quarters on record

AI Ownership Summary

GW HENSSLER & ASSOCIATES LTD reported ISHARES TR (IJJ) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.01% in 2023 Q4. The latest visible filing shows IJJ at 0.04% 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 IJJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW HENSSLER & ASSOCIATES LTD'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 Q1

IJJ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

IJJ stock page GW HENSSLER & ASSOCIATES LTD fund profile GW HENSSLER & ASSOCIATES LTD full holdings
How GW HENSSLER & ASSOCIATES LTD held IJJ — position size vs. price
% of Fund (quarterly)    IJJ 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 Q1 REDUCED — — — 5,676 -175,502 -96.9% 0.04% $752K 2026-05-15 $137.44
2025 Q4 REDUCED 59.9% +1.0% ❌ 181,178 -270,719 -59.9% 1.15% $23.8M 2026-02-10 $142.27
2025 Q2 ADDED — — — 451,897 +37,502 +9.0% 2.98% $55.8M 2025-07-25 $125.64
2025 Q1 REDUCED — — — 414,395 -5,010 -1.2% 2.96% $51.2M 2025-05-14 $119.06
2024 Q4 REDUCED — — — 419,405 -5,608 -1.3% 2.97% $51.8M 2025-01-24 $126.91
2024 Q3 ADDED — — — 425,013 +5,441 +1.3% 2.97% $52.5M 2024-10-25 $119.85
2024 Q2 ADDED — — — 419,572 +497 +0.1% 2.87% $47.6M 2024-08-01 $115.29
2024 Q1 ADDED — — — 419,075 +19,055 +4.8% 2.91% $49.6M 2024-05-07 $110.62
2023 Q4 REDUCED — — — 400,020 -2,806 -0.7% 3.01% $45.6M 2024-01-26 $107.44
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJJ

As of 2026 Q1 — sorted by position size

Sterling Financial Planning, Inc. 3Y 6.05% Foundation Wealth Management, LLC 3Y 4.78% TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 3Y 7Y 4.57% Causey Wealth LLC 4.25% PW Nova Financial Services LLC 4.12% Broadview Financial Management, LLC 3Y 7Y 4.02% Corundum Trust Company, INC 3.98% Omega Financial Group, LLC 3Y 7Y 3.93% Balance Wealth, LLC 3.36% InvesTrust 3.32%

FAQ About GW HENSSLER & ASSOCIATES LTD and IJJ

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

How long has GW HENSSLER & ASSOCIATES LTD reported owning IJJ?

GW HENSSLER & ASSOCIATES LTD reported IJJ across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IJJ position in GW HENSSLER & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for IJJ was 3.01% in 2023 Q4.

What is the latest reported IJJ position on this page?

The most recent filing on this page is 2026 Q1, when GW HENSSLER & ASSOCIATES LTD reported 5,676 shares, equal to 0.04% of portfolio, with an estimated market value of $752K.

What does the chart on this IJJ ownership page compare?

The chart compares GW HENSSLER & ASSOCIATES LTD's quarterly IJJ 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 GW HENSSLER & ASSOCIATES LTD time their IJJ position?

Based on 13F filing dates vs. subsequent IJJ price moves, GW HENSSLER & ASSOCIATES LTD correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on IJJ relative to SPY over the holding period was -8.0%.

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