StrongBox Wealth, LLC IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1812155
As of 2026-06-30, StrongBox Wealth, LLC reported 152.48K IJH (shares), valued at $11.76M, or 3.35% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 0.49%; reported value increased 13.62%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.35% | 152,477 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 3.31% | 153,232 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 4.06% | 187,127 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 3.42% | 154,793 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 3.44% | 146,334 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 3.50% | 143,795 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 3.50% | 132,626 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 3.40% | 127,358 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 3.16% | 114,530 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.57% | 80,239 | SEC filing ↗Filed May 14, 2024Amended |
| Q4 2023 | 0.91% | 5,648 | SEC filing ↗Filed Jan 8, 2024 |
| Q3 2023 | 0.75% | 4,724 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.75% | 4,724 | $1.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 0.91% | 5,648 | $1.57M | Shares increased 19.56%; reported value increased 32.89%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2024 |
| Q1 2024 | 2.57% | 80,239 | $4.87M | Shares increased 1320.66%; reported value increased 211.37%, and weight changed +1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 3.16% | 114,530 | $6.70M | Shares increased 42.74%; reported value increased 37.52%, and weight changed +0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 3.40% | 127,358 | $7.94M | Shares increased 11.20%; reported value increased 18.42%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 3.50% | 132,626 | $8.26M | Shares increased 4.14%; reported value increased 4.12%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 3.50% | 143,795 | $8.39M | Shares increased 8.42%; reported value increased 1.53%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 3.44% | 146,334 | $9.08M | Shares increased 1.77%; reported value increased 8.17%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 3.42% | 154,793 | $10.10M | Shares increased 5.78%; reported value increased 11.31%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | 4.06% | 187,127 | $12.35M | Shares increased 20.89%; reported value increased 22.26%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 3.31% | 153,232 | $10.35M | Shares decreased 18.11%; reported value decreased 16.21%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.35% | 152,477 | $11.76M | Shares decreased 0.49%; reported value increased 13.62%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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