SEC 13F Intelligence

Affinia Financial Group, LLC / IJH

Affinia Financial Group, LLC’s Ishares Tr Position

Does Affinia Financial Group, LLC own Ishares Tr (IJH)? Yes — 12.0K shares worth $3M (+2.23% of its 13F portfolio) as of Q2 2023, up from 11.7K shares the prior filed quarter.

Position Value
$3M
Q2 2023
Shares
12.0K
% of Portfolio
+2.23%
Quarters Held
4
currently held

Position History IJH

Reported value by quarter
Q4 ’19: $477,000Q4 ’19Q4 ’22: $2MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202312.0K$3M+2.23%
Q1 202311.7K$3M+2.16%
Q4 20229.4K$2M+2.00%
Q4 20193.8K$477,000+0.31%

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