IJH β€” ISHARES TR S&P MIDCAP 400

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  Β·  26 quarters on record

AI Ownership Summary

SMITH SHELLNUT WILSON LLC /ADV reported ISHARES TR S&P MIDCAP 400 (IJH) in 26 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 3.45% in 2023 Q4. The latest visible filing shows IJH at 3.03% 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 SMITH SHELLNUT WILSON LLC /ADV's position in ISHARES TR S&P MIDCAP 400, 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

IJH was reported at 3.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.45% 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 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.

IJH stock page SMITH SHELLNUT WILSON LLC /ADV fund profile SMITH SHELLNUT WILSON LLC /ADV full holdings
How SMITH SHELLNUT WILSON LLC /ADV held IJH β€” position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 120,975 +29,436 +32.2% 3.03% $7.9M 2025-11-14 (Est.) $63.74
2025 Q2 REDUCED 91,539 -15,602 -14.6% 2.46% $5.7M 2025-08-05 $62.20
2025 Q1 ADDED 107,141 +600 +0.6% 2.87% $6.3M 2025-04-17 $54.11
2024 Q4 ADDED 106,541 +1,203 +1.1% 2.94% $6.6M 2025-03-04 $58.58
2024 Q3 REDUCED 105,338 -767 -0.7% 2.97% $6.6M 2024-10-31 $60.65
2024 Q2 REDUCED 106,105 -783 -0.7% 3.01% $6.2M 2024-07-26 $59.98
2024 Q1 ADDED 106,888 +85,169 +392.1% 3.44% $6.5M 2024-05-01 $55.63
2023 Q4 REDUCED 21,719 -201 -0.9% 3.45% $6.0M 2024-02-21 $54.49
2023 Q3 REDUCED 21,920 -659 -2.9% 3.34% $5.5M 2023-11-14 $48.83
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 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%

FAQ About SMITH SHELLNUT WILSON LLC /ADV and IJH

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

How long has SMITH SHELLNUT WILSON LLC /ADV reported owning IJH?

SMITH SHELLNUT WILSON LLC /ADV reported IJH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported IJH position in SMITH SHELLNUT WILSON LLC /ADV's portfolio?

The largest reported portfolio weight for IJH was 3.45% in 2023 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q3, when SMITH SHELLNUT WILSON LLC /ADV reported 120,975 shares, equal to 3.03% of portfolio, with an estimated market value of $7.9M.

What does the chart on this IJH ownership page compare?

The chart compares SMITH SHELLNUT WILSON LLC /ADV'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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