de Valmark Advisers iShares Core S&P Mid-Cap ETF IJH Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | USD 62.8 M | Vender |
873,025
-4,911
| -0.6% | -USD 371 k | 0.65% | 35 |
|
|
2026
Q2 | USD 67.7 M | Vender |
877,936
-22,735
| -3% | -USD 1.67 M | 0.72% | 30 |
|
|
2026
Q1 | USD 60.8 M | Vender |
900,671
-847
| -0.1% | -USD 58.8 k | 0.72% | 30 |
|
|
2025
Q4 | USD 59.5 M | Vender |
901,518
-18,531
| -2% | -USD 1.21 M | 0.73% | 29 |
|
|
2025
Q3 | USD 60 M | Comprar |
920,049
+3,779
| +0.4% | +USD 243 k | 0.78% | 28 |
|
|
2025
Q2 | USD 56.8 M | Vender |
916,270
-14,340
| -2% | -USD 842 k | 0.79% | 26 |
|
|
2025
Q1 | USD 54.3 M | Vender |
930,610
-3,547
| -0.4% | -USD 220 k | 0.82% | 26 |
|
|
2024
Q4 | USD 58.2 M | Vender |
934,157
-15,038
| -2% | -USD 964 k | 0.9% | 26 |
|
|
2024
Q3 | USD 59.2 M | Vender |
949,195
-10,871
| -1% | -USD 656 k | 0.92% | 27 |
|
|
2024
Q2 | USD 56.2 M | Vender |
960,066
-23,608
| -2% | -USD 1.39 M | 0.95% | 27 |
|
|
2024
Q1 | USD 59.7 M | Vender |
983,674
-26,246
| -3% | -USD 1.49 M | 1.04% | 24 |
|
|
2023
Q4 | USD 56 M | Vender |
1,009,920
-27,150
| -3% | -USD 1.38 M | 1.05% | 25 |
|
|
2023
Q3 | USD 51.7 M | Vender |
1,037,070
-12,010
| -1% | -USD 629 k | 1.07% | 26 |
|
|
2023
Q2 | USD 54.9 M | Vender |
1,049,080
-25,235
| -2% | -USD 1.25 M | 1.12% | 25 |
|
|
2023
Q1 | USD 53.8 M | Vender |
1,074,315
-3,720
| -0.3% | -USD 190 k | 1.16% | 25 |
|
|
2022
Q4 | USD 52.2 M | Vender |
1,078,035
-16,325
| -1% | -USD 789 k | 1.2% | 24 |
|
|
2022
Q3 | USD 48 M | Vender |
1,094,360
-13,175
| -1% | -USD 637 k | 0.97% | 28 |
|
|
2022
Q2 | USD 50.1 M | Vender |
1,107,535
-24,825
| -2% | -USD 1.23 M | 0.97% | 26 |
|
|
2022
Q1 | USD 60.8 M | Vender |
1,132,360
-18,525
| -2% | -USD 986 k | 1.07% | 26 |
|
|
2021
Q4 | USD 65.2 M | Vender |
1,150,885
-37,505
| -3% | -USD 2.09 M | 1.12% | 24 |
|
|
2021
Q3 | USD 62.5 M | Vender |
1,188,390
-10,430
| -0.9% | -USD 561 k | 1.14% | 24 |
|
|
2021
Q2 | USD 64.4 M | Vender |
1,198,820
-122,525
| -9% | -USD 6.62 M | 1.18% | 22 |
|
|
2021
Q1 | USD 68.8 M | Vender |
1,321,345
-27,610
| -2% | -USD 1.38 M | 1.33% | 20 |
|
|
2020
Q4 | USD 62 M | Vender |
1,348,955
-69,000
| -5% | -USD 2.91 M | 1.26% | 21 |
|
|
2020
Q3 | USD 52.6 M | Vender |
1,417,955
-89,395
| -6% | -USD 3.34 M | 1.19% | 22 |
|
|
2020
Q2 | USD 53.6 M | Vender |
1,507,350
-2,337,150
| -61% | -USD 77.6 M | 1.26% | 22 |
|
|
2020
Q1 | USD 111 M | Vender |
3,844,500
-4,458,875
| -54% | -USD 166 M | 2.89% | 14 |
|
|
2019
Q4 | USD 342 M | Vender |
8,303,375
-292,685
| -3% | -USD 11.6 M | 7.42% | 3 |
|
|
2019
Q3 | USD 332 M | Vender |
8,596,060
-227,880
| -3% | -USD 8.76 M | 7.38% | 3 |
|
|
2019
Q2 | USD 343 M | Vender |
8,823,940
-95,175
| -1% | -USD 3.65 M | 7.53% | 3 |
|
|
2019
Q1 | USD 338 M | Vender |
8,919,115
-500,190
| -5% | -USD 18.5 M | 7.53% | 3 |
|
|
2018
Q4 | USD 313 M | Comprar |
9,419,305
+417,380
| +5% | +USD 15.2 M | 7.5% | 3 |
|
|
2018
Q3 | USD 362 M | Vender |
9,001,925
-91,075
| -1% | -USD 3.66 M | 7.94% | 3 |
|
|
2018
Q2 | USD 354 M | Vender |
9,093,000
-427,670
| -4% | -USD 16.5 M | 7.84% | 3 |
|
|
2018
Q1 | USD 357 M | Vender |
9,520,670
-152,230
| -2% | -USD 5.82 M | 7.83% | 3 |
|
|
2017
Q4 | USD 367 M | Comprar |
9,672,900
+183,490
| +2% | +USD 6.79 M | 7.88% | 3 |
|
|
2017
Q3 | USD 340 M | Comprar |
9,489,410
+11,710
| +0.1% | +USD 408 k | 7.94% | 4 |
|
|
2017
Q2 | USD 330 M | Vender |
9,477,700
-43,620
| -0.5% | -USD 1.51 M | 7.95% | 4 |
|
|
2017
Q1 | USD 326 M | Vender |
9,521,320
-28,795
| -0.3% | -USD 980 k | 8% | 4 |
|
|
2016
Q4 | USD 316 M | Vender |
9,550,115
-828,630
| -8% | -USD 26.3 M | 7.98% | 4 |
|
|
2016
Q3 | USD 321 M | Vender |
10,378,745
-444,240
| -4% | -USD 13.7 M | 8.03% | 4 |
|
|
2016
Q2 | USD 323 M | Vender |
10,822,985
-453,620
| -4% | -USD 13.3 M | 8.14% | 4 |
|
|
2016
Q1 | USD 325 M | Vender |
11,276,605
-187,690
| -2% | -USD 5.01 M | 8.16% | 4 |
|
|
2015
Q4 | USD 314 M | Vender |
11,464,295
-829,545
| -7% | -USD 23.7 M | 8.07% | 4 |
|
|
2015
Q3 | USD 343 M | Comprar |
12,293,840
+38,345
| +0.3% | +USD 1.11 M | 8.29% | 4 |
|
|
2015
Q2 | USD 368 M | Comprar |
12,255,495
+159,990
| +1% | +USD 4.88 M | 8.36% | 4 |
|
|
2015
Q1 | USD 368 M | Vender |
12,095,505
-235,135
| -2% | -USD 6.96 M | 8.4% | 4 |
|
|
2014
Q4 | USD 357 M | Vender |
12,330,640
-292,820
| -2% | -USD 8.23 M | 8.31% | 4 |
|
|
2014
Q3 | USD 345 M | Comprar |
12,623,460
+426,980
| +4% | +USD 12 M | 8.27% | 4 |
|
|
2014
Q2 | USD 349 M | Vender |
12,196,480
-1,877,295
| -13% | -USD 51.6 M | 8.36% | 4 |
|
|
2014
Q1 | USD 387 M | Comprar |
14,073,775
+649,305
| +5% | +USD 17.5 M | 9.94% | 3 |
|
|
2013
Q4 | USD 359 M | Comprar |
13,424,470
+705,580
| +6% | +USD 18.2 M | 9.86% | 3 |
|
|
2013
Q3 | USD 316 M | Comprar |
12,718,890
+887,025
| +7% | +USD 21.6 M | 9.72% | 3 |
|
|
2013
Q2 | USD 273 M | Comprar |
+11,831,865
| Nuevas | +USD 275 M | 9.58% | 4 |
|
Otros fondos que tienen IJH en su cartera
Posición de Valmark Advisers en IJH: resumen de T3 2026
Valmark Advisers redujo su participación en iShares Core S&P Mid-Cap ETF (IJH) en 0.56% durante T3 2026, al vender acciones por un valor estimado de USD 371 k, y conservó 873,025 acciones valuadas en USD 62.8 M. La posición representa 0.65% de la cartera y ocupa el puesto #35.
Valmark Advisers reportó por primera vez una posición en IJH en T2 2013 y la ha mantenido durante 54 trimestres desde entonces. La posición alcanzó su máximo de USD 387 M en T1 2014. Al cierre de T3 2026, 2,309 fondos que sigue Wall St. Rank mantienen una posición en IJH.
- Al cierre de T3 2026, Valmark Advisers tenía 873,025 acciones de iShares Core S&P Mid-Cap ETF con un valor de USD 62.8 M.
- Valmark Advisers vendió 4,911 acciones de iShares Core S&P Mid-Cap ETF en T3 2026, por un valor estimado de USD 371 k.
- iShares Core S&P Mid-Cap ETF representó 0.65% de la cartera de Valmark Advisers en T3 2026 y fue su posición número 35.
- Valmark Advisers reportó por primera vez una posición en iShares Core S&P Mid-Cap ETF en T2 2013 y la ha mantenido durante 54 trimestres desde entonces.
- La posición de Valmark Advisers en iShares Core S&P Mid-Cap ETF alcanzó su máximo de USD 387 M en T1 2014.
- Al cierre de T3 2026, 2,309 fondos que sigue Wall St. Rank tenían iShares Core S&P Mid-Cap ETF en cartera.
Según el Informe 13F de Valmark Advisers correspondiente a T3 2026, presentado el 6 nov 2026.