Stelac Advisory Services LLC IJH ISHARES CORE S&P MID-CAP ETF

Ownership history in Stelac Advisory Services LLC  ·  45 quarters on record

AI Ownership Summary

Stelac Advisory Services LLC reported ISHARES CORE S&P MID-CAP ETF (IJH) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.24% in 2024 Q4. The latest visible filing shows IJH at 0.77% 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 Stelac Advisory Services LLC's position in ISHARES CORE S&P MID-CAP ETF, 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 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2024 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 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 Stelac Advisory Services LLC held IJH — position size vs. price
% of Fund (quarterly)    IJH 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)
2025 Q4 REDUCED 18.7% +2.5% 33,100 -7,637 -18.7% 0.77% $2.2M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 40,737 +360 +0.9% 0.92% $2.7M 2025-11-13 $63.87
2025 Q2 REDUCED 17.7% +5.5% 40,377 -8,675 -17.7% 0.95% $2.5M 2025-08-12 $63.04
2025 Q1 REDUCED 49,052 -2,133 -4.2% 1.18% $2.9M 2025-05-14 $60.19
2024 Q4 ADDED 51,185 +14,145 +38.2% 1.24% $3.2M 2025-02-10 $63.08
2024 Q3 ADDED 37,040 +2,737 +8.0% 0.94% $2.3M 2024-11-05 $61.82
2024 Q2 ADDED 34,303 +523 +1.5% 0.84% $2.0M 2024-07-29 $59.91
2024 Q1 ADDED 33,780 +27,675 +453.3% 0.96% $2.1M 2024-05-14 $58.70
2023 Q4 ADDED 6,105 +302 +5.2% 0.91% $1.7M 2024-02-08 $54.00
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stelac Advisory 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 Stelac Advisory Services LLC reported owning IJH?

Stelac Advisory Services LLC reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in Stelac Advisory Services LLC's portfolio?

The largest reported portfolio weight for IJH was 1.24% in 2024 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Stelac Advisory Services LLC reported 33,100 shares, equal to 0.77% of portfolio, with an estimated market value of $2.2M.

What does the chart on this IJH ownership page compare?

The chart compares Stelac Advisory 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.

How well did Stelac Advisory Services LLC time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, Stelac Advisory Services LLC correctly timed 21 out of 42 reported position changes (50%). The annualised alpha on IJH relative to SPY over the holding period was -3.0%.

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