IJH — ISHARES TR

Ownership history in TRUEFG, LLC · 25 quarters on record

This page tracks every 13F SEC filing in which TRUEFG, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position

16.48% (2021 Q1)

Avg. % of fund

15.6%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	830,208	+12,122	+1.5%	14.70%	$54.8M	$66.00
2025 Q3	ADDED	818,086	+12,847	+1.6%	14.75%	$53.4M	$64.94
2025 Q2	ADDED	805,239	+22,245	+2.8%	14.84%	$49.9M	$61.52
2025 Q1	ADDED	782,994	+31,982	+4.3%	15.03%	$45.7M	$57.69

% of Fund (quarterly) IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — 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% 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% Millburn Ridgefield LLC /DE/ 3Y 7Y 12.25%

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