IJH — ISHARES TR

Ownership history in Wealthquest Corp  ·  27 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp 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
16.9% (2015 Q3)
Avg. % of fund
5.76%
First filed
2015 Q3
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 787,684 +14,634 +1.9% 3.93% $52.0M $65.85
2025 Q3 ADDED 773,050 +9,985 +1.3% 4.02% $50.4M $64.79
2025 Q2 ADDED 763,065 +62,538 +8.9% 3.73% $47.3M $61.37
2024 Q4 ADDED 700,527 +20,772 +3.1% 3.55% $43.6M $61.30
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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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