| Quarter | Score |
|---|---|
| 2022-Q3 | 40.8 |
| 2022-Q4 | 50.3 |
| 2023-Q3 | 50.2 |
| 2023-Q4 | 36.7 |
| 2024-Q1 | 34.7 |
| 2024-Q2 | 62.2 |
| 2024-Q3 | 57.4 |
| 2024-Q4 | 95.3 |
| 2025-Q1 | 81.6 |
| 2025-Q2 | 70.7 |
| 2025-Q3 | 70.3 |
| 2025-Q4 | 70.5 |
| 2026-Q1 | 70.5 |
| 2026-Q2 | 70.9 |
Solid consensus with smart money net adding at reasonable prices
Trading +18.2% above funds' estimated purchase price
1 of 18 tracked funds hold IJH. Avg conviction: 15.1%. Net adding. First tracked at $62.31 (current +18.2% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Starboard Value | 15.1% | Add |