Strategic Investment Solutions, Inc. /IL IHI — ISHARES TR

Ownership history in Strategic Investment Solutions, Inc. /IL  ·  13 quarters on record

AI Ownership Summary

Strategic Investment Solutions, Inc. /IL reported ISHARES TR (IHI) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows IHI at 0.07% 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 IHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Investment Solutions, Inc. /IL'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
2026 Q2

IHI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

IHI stock page Strategic Investment Solutions, Inc. /IL fund profile Strategic Investment Solutions, Inc. /IL full holdings
How Strategic Investment Solutions, Inc. /IL held IHI — position size vs. price
% of Fund (quarterly)    IHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,623 -142 -2.1% 0.07% $327K 2026-07-08 $51.18
2026 Q1 REDUCED — — — 6,765 -61 -0.9% 0.09% $361K 2026-05-01 $50.34
2025 Q4 REDUCED — — — 6,826 -3 -0.0% 0.10% $424K 2026-02-27 $59.97
2025 Q3 ADDED — — — 6,829 +326 +5.0% 0.11% $410K 2025-12-03 $62.91
2025 Q2 ADDED — — — 6,503 +67 +1.0% 0.12% $407K 2025-07-16 $60.45
2025 Q1 REDUCED 11.4% +4.2% ❌ 6,436 -830 -11.4% 0.11% $387K 2025-05-09 $60.31
2024 Q4 REDUCED 12.4% +3.2% ❌ 7,266 -1,029 -12.4% 0.14% $424K 2025-02-13 $63.98
2024 Q3 ADDED — — — 8,295 +38 +0.5% 0.15% $491K 2024-10-23 $58.90
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IHI

As of 2026 Q2 — sorted by position size

REDSTONE WEALTH MANAGEMENT, LLC 7.52% Cannon Advisors, Inc. 3.42% Elliott Investment Management L.P. 3Y 2.72% SAVA PENZISKO DRUSHTVO A.D. SKOPJE 2.44% Cauble & Harre Wealth Management, Inc. 2.33% CUMBERLAND ADVISORS INC 3Y 7Y 2.29% LYNX CAPITAL GROUP LTD /ADV 2.2% Hamilton Wealth, LLC 3Y 7Y 2.09% Somerset Group LLC 3Y 7Y 1.88% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 1.29%

FAQ About Strategic Investment Solutions, Inc. /IL and IHI

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

How long has Strategic Investment Solutions, Inc. /IL reported owning IHI?

Strategic Investment Solutions, Inc. /IL reported IHI across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IHI position in Strategic Investment Solutions, Inc. /IL's portfolio?

The largest reported portfolio weight for IHI was 0.15% in 2024 Q3.

What is the latest reported IHI position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Investment Solutions, Inc. /IL reported 6,623 shares, equal to 0.07% of portfolio, with an estimated market value of $327K.

What does the chart on this IHI ownership page compare?

The chart compares Strategic Investment Solutions, Inc. /IL's quarterly IHI 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 Strategic Investment Solutions, Inc. /IL time their IHI position?

Based on 13F filing dates vs. subsequent IHI price moves, Strategic Investment Solutions, Inc. /IL correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on IHI relative to SPY over the holding period was +88.4%.

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