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.
| 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 |
| 2024 Q3 | ADDED | 679,755 | +132,885 | +24.3% | 3.70% | $42.0M | $61.06 |
| 2024 Q2 | ADDED | 546,870 | +27,087 | +5.2% | 3.41% | $32.0M | $57.11 |
| 2024 Q1 | ADDED | 519,783 | +408,713 | +368.0% | 3.38% | $31.6M | $59.12 |
| 2023 Q4 | REDUCED | 111,070 | -5,086 | -4.4% | 3.41% | $30.8M | $53.81 |
| 2023 Q3 | REDUCED | 116,156 | -2,265 | -1.9% | 3.55% | $29.0M | $48.20 |
| 2023 Q2 | REDUCED | 118,421 | -4,190 | -3.4% | 3.70% | $31.0M | $50.31 |
As of 2025 Q4 — sorted by position size