Question 1

How many shares of IJH does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 7.8M shares of IJH (ISHARES TR).

Question 2

What is &PARTNERS's IJH position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's IJH position is worth $526M.

Question 3

Is &PARTNERS buying or selling IJH?

Accepted Answer

In 2026-Q1, &PARTNERS increased their IJH position (+11.2% change in shares).

Question 4

When did &PARTNERS first buy IJH?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in IJH in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	7.8M	+11.2%	$526M	2.6%	$70.86	60
2025-Q4	Increased	7M	+7.0%	$463M	2.4%	$66.70	58
2025-Q3	Increased	6.5M	+17.7%	$426.7M	2.7%	$64.87	63
2025-Q2	Increased	5.6M	+32.0%	$344.9M	2.6%	$61.52	68
2025-Q1	Increased	4.2M	+24.0%	$245.8M	2.6%	$57.55	64
2024-Q4	Increased	3.4M	+40.5%	$214.1M	2.6%	$61.30	70
2024-Q3	Increased	2.4M	+139.3%	$151.1M	2.9%	$61.15	84
2024-Q2	Increased	1M	+124.9%	$59.4M	2.6%	$57.25	81

IJHShowing 8 of 29 quarters

IJH
Showing 8 of 29 quarters