BHZ Capital Management’s IF Bancorp IROQ Stock Holding History

BHZ Capital Management’s Portfolio IROQ Stock Details IROQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,121	Closed	-$173K	–	94
2023 Q1	$173K	Hold	11,121	–	–	0.08%	106
2022 Q4	$192K	Hold	11,121	–	–	0.08%	111
2022 Q3	$211K	Hold	11,121	–	–	0.09%	114
2022 Q2	$211K	Hold	11,121	–	–	0.09%	113
2022 Q1	$263K	Hold	11,121	–	–	0.09%	123
2021 Q4	$289K	Sell	11,121 -144	-1%	-$3.38K	0.1%	118
2021 Q3	$256K	Hold	11,265	–	–	0.09%	125
2021 Q2	$257K	Hold	11,265	–	–	0.1%	119
2021 Q1	$242K	Hold	11,265	–	–	0.08%	126
2020 Q4	$248K	Buy	+11,265	New	+$217K	0.08%	130
2020 Q1	–	Sell	-10,068	Closed	-$232K	–	148
2019 Q4	$232K	Hold	10,068	–	–	0.05%	143
2019 Q3	$211K	Hold	10,068	–	–	0.05%	135
2019 Q2	$211K	Buy	+10,068	New	+$203K	0.05%	143

Other funds holding IROQ

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHZ Capital Management's IROQ Position: Q2 2023 in Review

BHZ Capital Management sold out of IF Bancorp (IROQ) in Q2 2023, closing a stake of 11,121 shares — an estimated $173K sold.

BHZ Capital Management first reported a position in IROQ in Q2 2019 and held it in 13 quarters. The position peaked at $289K in Q4 2021. 12 funds tracked by Wall St. Rank hold IROQ as of Q2 2023.

BHZ Capital Management reported no remaining IF Bancorp position as of Q2 2023 after selling out during the quarter.
BHZ Capital Management sold 11,121 IF Bancorp shares in Q2 2023, an estimated $173K.
BHZ Capital Management first reported a position in IF Bancorp in Q2 2019 and held it in 13 quarters.
BHZ Capital Management's IF Bancorp position peaked at $289K in Q4 2021.
12 funds tracked by Wall St. Rank held IF Bancorp as of Q2 2023.

Based on BHZ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.