IJH β€” ISHARES TR CORE S&P MCP ETF

Ownership history in John A. Wolfe & Associates, Inc.  Β·  1 quarter on record

This page tracks every 13F SEC filing in which John A. Wolfe & Associates, Inc. reported a position in ISHARES TR CORE S&P MCP ETF (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.88% (2025 Q4)
πŸ“Š Avg. % of fund
1.88%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    IJH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 52,856 β€” β€” 1.88% $3.5M $65.85

🏒 Other funds also holding IJH

As of 2025 Q4 β€” 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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