IHL
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Investment House LLC’s Ford F Stock Holding History

Investment House LLC’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,100
Closed -$189K – 218
2024
Q4 		$189K Sell
19,100
-7,425
-28% -$79.2K 0.01% 197
2024
Q3 		$280K Buy
26,525
+2,775
+12% +$31.8K 0.02% 190
2024
Q2 		$298K Sell
23,750
-1,500
-6% -$18.6K 0.02% 184
2024
Q1 		$335K Buy
25,250
+10,250
+68% +$124K 0.02% 183
2023
Q4 		$183K Buy
15,000
+2,950
+24% +$32.8K 0.01% 188
2023
Q3 		$150K Sell
12,050
-1,000
-8% -$13K 0.01% 178
2023
Q2 		$197K Buy
+13,050
New +$165K 0.01% 184

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM