SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / IJH

Edmonds Duncan Registered Investment Advisors, LLC’s Ishares Tr Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Ishares Tr (IJH)? Not currently — the last reported position was 38.1K shares worth $8M in Q4 2019; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$8M
Q4 2019
Shares
38.1K
% of Portfolio
+3.18%
Quarters Held
5
position exited

Position History IJH

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ1 ’19Q2 ’19: $8MQ2 ’19Q3 ’19: $8MQ3 ’19Q4 ’19: $8MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201938.1K$8M+3.18%
Q3 201941.5K$8M+3.37%
Q2 201942.3K$8M+3.40%
Q1 201938.3K$7M+3.02%
Q4 201837.5K$6M+2.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of IJH.