AMERIFLEX GROUP, INC. IJH — iShares Core S&P Mid-Cap ETF

Ownership history in AMERIFLEX GROUP, INC.  ·  6 quarters on record

AI Ownership Summary

AMERIFLEX GROUP, INC. reported iShares Core S&P Mid-Cap ETF (IJH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2026 Q1. The latest visible filing shows IJH at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERIFLEX GROUP, INC.'s position in iShares Core S&P Mid-Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IJH was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJH stock page AMERIFLEX GROUP, INC. fund profile AMERIFLEX GROUP, INC. full holdings
How AMERIFLEX GROUP, INC. held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,110 +2,609 +22.7% 0.48% $953K 2026-05-15 $72.22
2025 Q4 ADDED — — — 11,501 +7,031 +157.3% 0.39% $759K 2026-02-18 $71.50
2025 Q3 REDUCED 40.7% +3.1% ❌ 4,470 -3,071 -40.7% 0.11% $292K 2025-11-12 $65.09
2025 Q2 REDUCED — — — 7,541 -21 -0.3% 0.25% $466K 2025-07-21 $62.38
2025 Q1 REDUCED 8.4% +6.6% ❌ 7,562 -689 -8.4% 0.18% $441K 2025-05-15 $60.33
2024 Q4 INITIATED — — — 8,251 — — 0.24% $533K 2025-02-24 $60.90

🏢 Other funds also holding IJH

As of 2026 Q1 — sorted by position size

Charter Capital Management, LLC\DE 30.54% Holland Advisory Services, Inc. 3Y 23.95% New England Professional Planning Group Inc. 3Y 7Y 18.92% LTG Capital LLC 3Y 18.21% MKD WEALTH COACHES, LLC 3Y 7Y 16.53% Investments & Financial Planning, LLC 3Y 14.94% TRUEFG, LLC 3Y 14.87% Platt Investment Counsel, LLC 3Y 14.86% INSTRUMENTAL WEALTH, LLC 14.02% Altus Wealth Management, LLC 3Y 13.6%

FAQ About AMERIFLEX GROUP, INC. and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERIFLEX GROUP, INC. reported owning IJH?

AMERIFLEX GROUP, INC. reported IJH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IJH position in AMERIFLEX GROUP, INC.'s portfolio?

The largest reported portfolio weight for IJH was 0.48% in 2026 Q1.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2026 Q1, when AMERIFLEX GROUP, INC. reported 14,110 shares, equal to 0.48% of portfolio, with an estimated market value of $953K.

What does the chart on this IJH ownership page compare?

The chart compares AMERIFLEX GROUP, INC.'s quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERIFLEX GROUP, INC. time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, AMERIFLEX GROUP, INC. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on IJH relative to SPY over the holding period was -4.6%.

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