IJH β€” ISHARES TR

Ownership history in LCW Services, LLC  Β·  1 quarter on record

AI Ownership Summary

LCW Services, LLC reported ISHARES TR (IJH) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 10.34% in 2025 Q4. The latest visible filing shows IJH at 10.34% 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.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LCW Services, LLC'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 10.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.34% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 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 LCW Services, LLC held IJH β€” position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 294,243 β€” β€” 10.34% $19.4M 2026-02-14 (Est.) $71.07

FAQ About LCW Services, LLC and IJH

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

How long has LCW Services, LLC reported owning IJH?

LCW Services, LLC reported IJH across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported IJH position in LCW Services, LLC's portfolio?

The largest reported portfolio weight for IJH was 10.34% in 2025 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when LCW Services, LLC reported 294,243 shares, equal to 10.34% of portfolio, with an estimated market value of $19.4M.

What does the chart on this IJH ownership page compare?

The chart compares LCW Services, LLC'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.

← Back to LCW Services, LLC Holdings