IJH ISHARES TR

Ownership history in Whitcomb & Hess, Inc.  ·  19 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported ISHARES TR (IJH) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.67% in 2024 Q1. The latest visible filing shows IJH at 5.29% 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 IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, Inc.'s position in ISHARES TR, 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

IJH was reported at 5.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.67% in 2024 Q1

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 Whitcomb & Hess, Inc. held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 323,502 +17,768 +5.8% 5.29% $22.4M 2026-02-14 (Est.) $71.07
2025 Q3 ADDED 305,734 +6,811 +2.3% 5.13% $20.0M 2025-10-09 $64.62
2025 Q2 ADDED 298,923 +4,890 +1.7% 5.23% $18.5M 2025-07-03 $63.12
2025 Q1 ADDED 294,033 +3,256 +1.1% 5.19% $17.2M 2025-04-08 $50.47
2024 Q4 REDUCED 290,777 -3,278 -1.1% 5.59% $18.1M 2025-01-22 $64.42
2024 Q3 REDUCED 294,055 -4,333 -1.5% 5.45% $18.3M 2024-10-02 $60.63
2024 Q2 ADDED 298,388 +7,698 +2.6% 5.44% $17.5M 2024-07-11 $58.37
2024 Q1 ADDED 290,690 +233,209 +405.7% 5.67% $17.7M 2024-04-15 $55.73
2023 Q4 ADDED 57,481 +651 +1.1% 5.47% $15.9M 2024-01-17 $52.10
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and IJH

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

How long has Whitcomb & Hess, Inc. reported owning IJH?

Whitcomb & Hess, Inc. reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IJH position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for IJH was 5.67% in 2024 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2025 Q4, when Whitcomb & Hess, Inc. reported 323,502 shares, equal to 5.29% of portfolio, with an estimated market value of $22.4M.

What does the chart on this IJH ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly IJH 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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