Accretive Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.2M Buy
269,300
+7,566
+3% +$525K 5.11% 2
2025
Q4
$17.3M Buy
261,734
+3,015
+1% +$197K 5.13% 2
2025
Q3
$16.9M Buy
258,719
+6,055
+2% +$389K 5.15% 2
2025
Q2
$15.7M Buy
252,664
+7,082
+3% +$416K 5.14% 2
2025
Q1
$14.3M Buy
245,582
+32,576
+15% +$2.02M 5.04% 1
2024
Q4
$13.3M Buy
213,006
+636
+0.3% +$40.8K 5.63% 2
2024
Q3
$13.2M Sell
212,370
-1,840
-0.9% -$111K 5.54% 1
2024
Q2
$12.5M Sell
214,210
-260
-0.1% -$15.3K 5.25% 3
2024
Q1
$12.6M Buy
214,470
+4,415
+2% +$250K 5.55% 1
2023
Q4
$11.6M Buy
210,055
+5,020
+2% +$255K 5.59% 1
2023
Q3
$10.2M Buy
205,035
+9,900
+5% +$519K 6.1% 1
2023
Q2
$10.2M Buy
195,135
+17,090
+10% +$849K 6.05% 1
2023
Q1
$8.91M Buy
178,045
+2,715
+2% +$138K 5.7% 1
2022
Q4
$8.48M Buy
175,330
+13,680
+8% +$661K 5.83% 1
2022
Q3
$7.09M Buy
161,650
+66,345
+70% +$3.21M 5.4% 1
2022
Q2
$4.31M Buy
95,305
+2,285
+2% +$113K 3.13% 6
2022
Q1
$4.99M Buy
+93,020
New +$4.95M 3.13% 6

Other funds holding IJH

Accretive Wealth Partners's IJH Position: Q1 2026 in Review

Accretive Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, buying an estimated $525K and bringing the position to 269,300 shares worth $18.2M. The position accounts for 5.11% of the portfolio, ranked #2.

Accretive Wealth Partners first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Accretive Wealth Partners held 269,300 shares of iShares Core S&P Mid-Cap ETF worth $18.2M as of Q1 2026.
  • Accretive Wealth Partners bought 7,566 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $525K.
  • iShares Core S&P Mid-Cap ETF made up 5.11% of Accretive Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Accretive Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Accretive Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.