IJH — ISHARES TR

Ownership history in XPONANCE LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which XPONANCE LLC 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
0.03% (2022 Q4)
Avg. % of fund
0.01%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,641 +3,604 +71.6% 0.00% $564K $64.79
2025 Q2 REDUCED 5,037 -3,430 -40.5% 0.00% $312K $61.37
2025 Q1 ADDED 8,467 +2,232 +35.8% 0.00% $494K $57.56
2024 Q4 ADDED 6,235 +2,966 +90.7% 0.00% $389K $61.30
14 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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