Advisornet Financial’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 | $25.7M | Buy |
381,275
+68,326
| +22% | +$4.74M | 1.33% | 13 |
|
|
2025
Q4 | $20.7M | Buy |
312,949
+40,738
| +15% | +$2.67M | 1.1% | 22 |
|
|
2025
Q3 | $17.8M | Buy |
272,211
+39,459
| +17% | +$2.54M | 1.01% | 27 |
|
|
2025
Q2 | $14.4M | Sell |
232,752
-3,068
| -1% | -$180K | 0.93% | 27 |
|
|
2025
Q1 | $13.8M | Buy |
235,820
+27,532
| +13% | +$1.71M | 1.02% | 25 |
|
|
2024
Q4 | $13M | Buy |
208,288
+26,558
| +15% | +$1.7M | 1.09% | 20 |
|
|
2024
Q3 | $11.3M | Buy |
181,730
+35,584
| +24% | +$2.15M | 0.85% | 23 |
|
|
2024
Q2 | $8.55M | Buy |
146,146
+5,990
| +4% | +$352K | 0.78% | 25 |
|
|
2024
Q1 | $8.51M | Buy |
140,156
+19,881
| +17% | +$1.13M | 0.82% | 24 |
|
|
2023
Q4 | $6.67M | Buy |
120,275
+47,350
| +65% | +$2.4M | 0.61% | 27 |
|
|
2023
Q3 | $3.64M | Buy |
72,925
+38,485
| +112% | +$2.02M | 0.33% | 72 |
|
|
2023
Q2 | $1.8M | Sell |
34,440
-15
| -0% | -$745 | 0.15% | 149 |
|
|
2023
Q1 | $1.72M | Sell |
34,455
-370
| -1% | -$18.9K | 0.16% | 144 |
|
|
2022
Q4 | $1.68M | Sell |
34,825
-1,090
| -3% | -$52.7K | 0.17% | 146 |
|
|
2022
Q3 | $1.57M | Sell |
35,915
-395
| -1% | -$19.1K | 0.16% | 154 |
|
|
2022
Q2 | $1.64M | Buy |
36,310
+610
| +2% | +$30.1K | 0.16% | 149 |
|
|
2022
Q1 | $1.92M | Sell |
35,700
-185
| -0.5% | -$9.85K | 0.12% | 165 |
|
|
2021
Q4 | $2.03M | Buy |
35,885
+4,660
| +15% | +$259K | 0.13% | 156 |
|
|
2021
Q3 | $1.64M | Buy |
31,225
+2,650
| +9% | +$143K | 0.11% | 169 |
|
|
2021
Q2 | $1.54M | Buy |
28,575
+585
| +2% | +$31.6K | 0.1% | 185 |
|
|
2021
Q1 | $1.46M | Sell |
27,990
-2,340
| -8% | -$117K | 0.1% | 187 |
|
|
2020
Q4 | $1.39M | Sell |
30,330
-4,750
| -14% | -$200K | 0.11% | 169 |
|
|
2020
Q3 | $1.3M | Buy |
35,080
+2,880
| +9% | +$108K | 0.11% | 178 |
|
|
2020
Q2 | $1.15M | Sell |
32,200
-8,705
| -21% | -$289K | 0.09% | 195 |
|
|
2020
Q1 | $1.18M | Sell |
40,905
-9,010
| -18% | -$335K | 0.11% | 166 |
|
|
2019
Q4 | $2.06M | Buy |
49,915
+830
| +2% | +$32.9K | 0.17% | 122 |
|
|
2019
Q3 | $1.9M | Buy |
49,085
+18,010
| +58% | +$692K | 0.17% | 122 |
|
|
2019
Q2 | $1.21M | Buy |
31,075
+3,060
| +11% | +$117K | 0.13% | 158 |
|
|
2019
Q1 | $1.06M | Sell |
28,015
-8,195
| -23% | -$303K | 0.13% | 168 |
|
|
2018
Q4 | $1.2M | Sell |
36,210
-21,940
| -38% | -$801K | 0.17% | 133 |
|
|
2018
Q3 | $2.34M | Buy |
58,150
+17,400
| +43% | +$699K | 0.29% | 69 |
|
|
2018
Q2 | $1.59M | Buy |
40,750
+20,470
| +101% | +$791K | 0.21% | 96 |
|
|
2018
Q1 | $761K | Buy |
20,280
+2,760
| +16% | +$106K | 0.11% | 174 |
|
|
2017
Q4 | $665K | Buy |
+17,520
| New | +$648K | 0.1% | 171 |
|
Other funds holding IJH
Advisornet Financial's IJH Position: Q1 2026 in Review
Advisornet Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q1 2026, buying an estimated $4.74M and bringing the position to 381,275 shares worth $25.7M. The position accounts for 1.33% of the portfolio, ranked #13.
Advisornet Financial first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Advisornet Financial held 381,275 shares of iShares Core S&P Mid-Cap ETF worth $25.7M as of Q1 2026.
- Advisornet Financial bought 68,326 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.74M.
- iShares Core S&P Mid-Cap ETF made up 1.33% of Advisornet Financial's portfolio in Q1 2026, its #13 holding.
- Advisornet Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.