SEC 13F Intelligence

Richardson Capital Management LLC / IJH

Richardson Capital Management LLC’s Ishares Tr Position

Does Richardson Capital Management LLC own Ishares Tr (IJH)? Yes — 265.4K shares worth $18M (+8.65% of its 13F portfolio) as of Q1 2026, up from 264.9K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
265.4K
% of Portfolio
+8.65%
Quarters Held
10
currently held

Position History IJH

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ2 ’24Q3 ’24: $6MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $19MQ4 ’25: $17MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026265.4K$18M+8.65%
Q4 2025264.9K$17M+8.77%
Q3 2025291.6K$19M+9.04%
Q2 2025112.2K$7M+3.65%
Q1 2025106.2K$6M+3.86%
Q4 2024106.1K$7M+4.21%
Q3 202495.8K$6M+4.17%
Q2 202496.3K$6M+4.34%
Q1 2024100.0K$6M+4.97%
Q4 2023113$6M+5.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Richardson Capital Management LLC’s full portfolio or all institutional holders of IJH.