IJH ISHARES TR

Ownership history in Kooman & Associates  ·  13 quarters on record

AI Ownership Summary

Kooman & Associates reported ISHARES TR (IJH) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q1. The latest visible filing shows IJH at 0.29% 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 IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kooman & Associates'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
2025 Q4

IJH was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Kooman & Associates held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,826 -610 -4.0% 0.29% $979K 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 15,436 +483 +3.2% 0.31% $1.0M 2025-10-21 $65.04
2025 Q2 ADDED 14,953 +288 +2.0% 0.31% $927K 2025-07-16 $62.15
2025 Q1 ADDED 14,665 +164 +1.1% 0.31% $856K 2025-05-02 $57.83
2024 Q4 REDUCED 14,501 -12 -0.1% 0.33% $904K 2025-02-04 $63.27
2024 Q3 ADDED 14,513 +845 +6.2% 0.33% $904K 2024-10-24 $61.19
2024 Q2 ADDED 13,668 +256 +1.9% 0.32% $800K 2024-08-12 $56.92
2024 Q1 ADDED 13,412 +10,709 +396.2% 0.34% $815K 2024-05-14 $58.70
2023 Q4 ADDED 2,703 +172 +6.8% 0.34% $749K 2024-01-30 $53.88
2023 Q3 ADDED 2,531 +181 +7.7% 0.32% $631K 2023-11-03 $47.80
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kooman & Associates and IJH

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

How long has Kooman & Associates reported owning IJH?

Kooman & Associates reported IJH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IJH position in Kooman & Associates's portfolio?

The largest reported portfolio weight for IJH was 0.34% in 2024 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Kooman & Associates reported 14,826 shares, equal to 0.29% of portfolio, with an estimated market value of $979K.

What does the chart on this IJH ownership page compare?

The chart compares Kooman & Associates's quarterly IJH 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.

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