IHF — ISHARES TR

Ownership history in Stonegate Management LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Stonegate Management LLC reported a position in ISHARES TR (IHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.52% (2021 Q2)
Avg. % of fund
0.52%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 16,000 — 0% 0.52% $790K $47.79
2025 Q3 UNCHANGED 16,000 — 0% 0.52% $790K $49.01
2025 Q2 UNCHANGED 16,000 — 0% 0.52% $790K $48.17
2025 Q1 UNCHANGED 16,000 — 0% 0.52% $790K $52.21
2024 Q4 UNCHANGED 16,000 — 0% 0.52% $790K $47.35
2024 Q3 UNCHANGED 16,000 — 0% 0.52% $790K $56.23
2024 Q2 UNCHANGED 16,000 — 0% 0.52% $790K $51.46
2024 Q1 UNCHANGED 16,000 — 0% 0.52% $790K $53.51
2023 Q4 UNCHANGED 16,000 — 0% 0.52% $790K $51.42
2023 Q3 UNCHANGED 16,000 — 0% 0.52% $790K $47.92
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IHF price (monthly, adj. close)

Other funds also holding IHF

As of 2025 Q4 — sorted by position size

ELEMENT POINTE ADVISORS, LLC 3Y 7Y 3.76% Sage Advisory Services, Ltd.Co. 3Y 7Y 2.46% Sather Financial Group Inc 3Y 7Y 2.34% FDx Advisors, Inc. 3Y 7Y 1.15% MARTIN & CO INC /TN/ 3Y 7Y 0.72% Wharton Business Group, LLC 3Y 7Y 0.61% Private Advisory Group LLC 3Y 7Y 0.57% Cox Capital Mgt LLC 3Y 7Y 0.46% LEUTHOLD GROUP, LLC 3Y 7Y 0.3% Wealth Alliance Advisory Group, LLC 3Y 7Y 0.26%
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