IJH β€” ISHARES TR

Ownership history in Towerpoint Wealth, LLC  Β·  16 quarters on record

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

πŸ” Peak position
1.04% (2025 Q2)
πŸ“Š Avg. % of fund
0.43%
πŸ“… First filed
2019 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

Towerpoint Wealth, LLC Γ— IJH AI Analytics

πŸ“‰ Towerpoint Wealth, LLC underperformed the S&P 500 by –8.7% annually on this IJH position. Timing score: 40% (6/15 decisions correct). Average cost basis: $58.76. Maximum drawdown during holding period: –6.1%.

πŸ“ˆ Position Alpha vs SPY
-8.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.7% ann.
15 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct

πŸ’° Entry Quality
$58.76
+12.1% vs current ($65.85)

Best entry: $35.09 (2019 Q3)  Β·  Worst: $65.85 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–6.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

7 adds Β· 9 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Towerpoint Wealth, LLC has been actively increasing its IJH allocation β€” a bullish signal from insiders.
Currently 0.96% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IJH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,766 +196 +0.5% 0.96% $2.4M $65.85
2025 Q3 REDUCED 36,570 -1,096 -2.9% 0.98% $2.4M $64.79
2025 Q2 ADDED 37,666 +23,500 +165.9% 1.04% $2.3M $61.37
2025 Q1 ADDED 14,166 +5,888 +71.1% 0.41% $827K $57.56
2024 Q4 REDUCED 8,278 -28 -0.3% 0.25% $516K $61.30
2024 Q3 ADDED 8,306 +202 +2.5% 0.25% $518K $61.06
2024 Q2 REDUCED 8,104 -1,417 -14.9% 0.24% $474K $57.11
2024 Q1 ADDED 9,521 +7,683 +418.0% 0.29% $578K $59.12
2023 Q4 REDUCED 1,838 -55 -2.9% 0.28% $510K $53.81
2023 Q3 REDUCED 1,893 -154 -7.5% 0.28% $472K $48.20
6 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%
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