IJS β€” IJS

Ownership history in VAUGHAN & Co SECURITIES, INC.  Β·  22 quarters on record

AI Ownership Summary

VAUGHAN & Co SECURITIES, INC. reported IJS (IJS) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.6% in 2023 Q4. The latest visible filing shows IJS at 0.50% 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 IJS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VAUGHAN & Co SECURITIES, INC.'s position in IJS, 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

IJS was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2023 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 VAUGHAN & Co SECURITIES, INC. held IJS β€” position size vs. price
% of Fund (quarterly)    IJS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,581 -52 -0.6% 0.50% $976K 2026-02-14 (Est.) $124.67
2025 Q3 UNCHANGED 8,633 β€” 0% 0.51% $955K 2025-10-17 $108.50
2025 Q2 UNCHANGED 8,633 β€” 0% 0.49% $859K 2025-07-22 $102.83
2025 Q1 REDUCED 8,633 -70 -0.8% 0.52% $842K 2025-04-29 $91.00
2024 Q4 UNCHANGED 8,703 β€” 0% 0.57% $945K 2025-01-27 $109.79
2024 Q3 REDUCED 8,703 -47 -0.5% 0.55% $937K 2024-10-31 $103.29
2024 Q2 UNCHANGED 8,750 β€” 0% 0.54% $851K 2024-07-30 $105.18
2024 Q1 UNCHANGED 8,750 β€” 0% 0.57% $899K 2024-05-01 $93.19
2023 Q4 REDUCED 8,750 -31 -0.4% 0.60% $902K 2024-01-26 $96.33
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About VAUGHAN & Co SECURITIES, INC. and IJS

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

How long has VAUGHAN & Co SECURITIES, INC. reported owning IJS?

VAUGHAN & Co SECURITIES, INC. reported IJS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJS position in VAUGHAN & Co SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for IJS was 0.60% in 2023 Q4.

What is the latest reported IJS position on this page?

The most recent filing on this page is 2025 Q4, when VAUGHAN & Co SECURITIES, INC. reported 8,581 shares, equal to 0.50% of portfolio, with an estimated market value of $976K.

What does the chart on this IJS ownership page compare?

The chart compares VAUGHAN & Co SECURITIES, INC.'s quarterly IJS 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.

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