IJH — ISHARES TR ETF

Ownership history in WRAPMANAGER INC · 34 quarters on record

This page tracks every 13F SEC filing in which WRAPMANAGER INC reported a position in ISHARES TR ETF (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

8.15% (2013 Q4)

Avg. % of fund

2.0%

First filed

2012 Q3

Last filed

2025 Q4

Quarters held

34

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	57,234	-10,566	-15.6%	1.28%	$3.8M	$65.85
2025 Q3	REDUCED	67,800	-31,127	-31.5%	1.36%	$4.4M	$64.79
2025 Q2	REDUCED	98,927	-2,683	-2.6%	1.49%	$6.1M	$61.37
2025 Q1	ADDED	101,610	+1,263	+1.3%	1.56%	$5.9M	$57.56

% 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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