SEC 13F Intelligence

Usadvisors Wealth Management, LLC / IJH

Usadvisors Wealth Management, LLC’s Ishares Tr Position

Does Usadvisors Wealth Management, LLC own Ishares Tr (IJH)? Yes67.6K shares worth $4M (+1.47% of its 13F portfolio) as of Q1 2026, up from 66.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
67.6K
% of Portfolio
+1.47%
Quarters Held
16
currently held

Position History IJH

Reported value by quarter
Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202667.6K$4M+1.47%
Q4 202566.9K$4M+1.45%
Q3 202569.0K$5M+1.55%
Q2 202574.5K$5M+1.72%
Q1 202570.2K$4M+1.43%
Q4 202478.3K$5M+1.59%
Q3 202482.2K$5M+1.79%
Q2 202486.2K$5M+1.77%
Q1 202491.7K$6M+2.10%
Q4 202319.1K$5M+2.20%
Q3 202319.9K$5M+2.21%
Q2 202317.5K$5M+2.17%
Q1 202320.7K$5M+2.46%
Q4 202221.8K$5M+2.54%
Q3 202221.1K$5M+2.36%
Q2 202221.3K$5M+2.42%

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