Stilwell Value LLC IROQ IF BANCORP INC

Ownership history in Stilwell Value LLC  ·  44 quarters on record

AI Ownership Summary

Stilwell Value LLC reported IF BANCORP INC (IROQ) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.09% in 2025 Q4. The latest visible filing shows IROQ at 4.09% 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 IROQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stilwell Value LLC's position in IF BANCORP INC, 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

IROQ was reported at 4.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.09% 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
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 Stilwell Value LLC held IROQ — position size vs. price
% of Fund (quarterly)    IROQ 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 275,180 -22,219 -7.5% 4.09% $7.4M 2026-01-29 $27.16
2025 Q3 ADDED 297,399 +3,974 +1.4% 3.40% $7.7M 2025-11-14 $25.77
2025 Q2 ADDED 293,425 +500 +0.2% 3.48% $7.1M 2025-08-06 $24.68
2025 Q1 ADDED 292,925 +1,775 +0.6% 3.63% $7.1M 2025-05-14 $23.97
2024 Q4 ADDED 291,150 +29,101 +11.1% 3.42% $6.8M 2025-02-13 $23.40
2024 Q3 ADDED 262,049 +4,000 +1.6% 2.50% $5.3M 2024-11-13 $21.65
2024 Q2 ADDED 258,049 +9,278 +3.7% 2.17% $4.2M 2024-08-13 $16.56
2024 Q1 ADDED 248,771 +9,474 +4.0% 2.14% $4.1M 2024-05-08 $15.85
2023 Q4 ADDED 239,297 +17,561 +7.9% 2.00% $3.8M 2024-02-12 $16.36
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stilwell Value LLC and IROQ

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

How long has Stilwell Value LLC reported owning IROQ?

Stilwell Value LLC reported IROQ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IROQ position in Stilwell Value LLC's portfolio?

The largest reported portfolio weight for IROQ was 4.09% in 2025 Q4.

What is the latest reported IROQ position on this page?

The most recent filing on this page is 2025 Q4, when Stilwell Value LLC reported 275,180 shares, equal to 4.09% of portfolio, with an estimated market value of $7.4M.

What does the chart on this IROQ ownership page compare?

The chart compares Stilwell Value LLC's quarterly IROQ 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 Stilwell Value LLC time their IROQ position?

Based on 13F filing dates vs. subsequent IROQ price moves, Stilwell Value LLC correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on IROQ relative to SPY over the holding period was -6.5%.

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