Albion Financial Group’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
Q2 | $699K | Sell |
9,069
-27
| -0.3% | -$1.98K | 0.04% | 129 |
|
|
2026
Q1 | $614K | Sell |
9,096
-1
| -0% | -$69 | 0.04% | 126 |
|
|
2025
Q4 | $600K | Sell |
9,097
-32
| -0.4% | -$2.1K | 0.04% | 129 |
|
|
2025
Q3 | $596K | Sell |
9,129
-137
| -1% | -$8.8K | 0.04% | 128 |
|
|
2025
Q2 | $575K | Sell |
9,266
-131
| -1% | -$7.69K | 0.04% | 132 |
|
|
2025
Q1 | $548K | Buy |
9,397
+1,638
| +21% | +$102K | 0.04% | 141 |
|
|
2024
Q4 | $483K | Sell |
7,759
-9
| -0.1% | -$577 | 0.03% | 144 |
|
|
2024
Q3 | $484K | Sell |
7,768
-27
| -0.3% | -$1.63K | 0.03% | 141 |
|
|
2024
Q2 | $456K | Sell |
7,795
-487
| -6% | -$28.6K | 0.03% | 144 |
|
|
2024
Q1 | $503K | Sell |
8,282
-728
| -8% | -$41.2K | 0.04% | 138 |
|
|
2023
Q4 | $499K | Buy |
9,010
+490
| +6% | +$24.9K | 0.04% | 142 |
|
|
2023
Q3 | $425K | Sell |
8,520
-80
| -0.9% | -$4.19K | 0.04% | 138 |
|
|
2023
Q2 | $450K | Sell |
8,600
-855
| -9% | -$42.5K | 0.04% | 138 |
|
|
2023
Q1 | $473K | Sell |
9,455
-250
| -3% | -$12.7K | 0.04% | 129 |
|
|
2022
Q4 | $470K | Sell |
9,705
-95
| -1% | -$4.59K | 0.05% | 130 |
|
|
2022
Q3 | $430K | Sell |
9,800
-785
| -7% | -$38K | 0.04% | 133 |
|
|
2022
Q2 | $479K | Sell |
10,585
-115
| -1% | -$5.68K | 0.05% | 135 |
|
|
2022
Q1 | $574K | Sell |
10,700
-215
| -2% | -$11.4K | 0.05% | 137 |
|
|
2021
Q4 | $618K | Sell |
10,915
-15,535
| -59% | -$865K | 0.05% | 145 |
|
|
2021
Q3 | $1.39M | Sell |
26,450
-4,645
| -15% | -$250K | 0.12% | 105 |
|
|
2021
Q2 | $1.67M | Buy |
+31,095
| New | +$1.68M | 0.14% | 92 |
|
|
2020
Q4 | $2.12M | Sell |
46,110
-4,065
| -8% | -$171K | 0.21% | 77 |
|
|
2020
Q3 | $1.86M | Sell |
50,175
-3,615
| -7% | -$135K | 0.2% | 72 |
|
|
2020
Q2 | $1.91M | Sell |
53,790
-1,350
| -2% | -$44.8K | 0.23% | 68 |
|
|
2020
Q1 | $1.59M | Sell |
55,140
-1,305
| -2% | -$48.5K | 0.23% | 65 |
|
|
2019
Q4 | $2.32M | Sell |
56,445
-815
| -1% | -$32.3K | 0.28% | 63 |
|
|
2019
Q3 | $2.21M | Sell |
57,260
-3,230
| -5% | -$124K | 0.28% | 64 |
|
|
2019
Q2 | $2.35M | Sell |
60,490
-1,900
| -3% | -$72.8K | 0.3% | 63 |
|
|
2019
Q1 | $2.36M | Sell |
62,390
-50
| -0.1% | -$1.85K | 0.32% | 62 |
|
|
2018
Q4 | $2.07M | Sell |
62,440
-65
| -0.1% | -$2.37K | 0.32% | 61 |
|
|
2018
Q3 | $2.52M | Sell |
62,505
-180
| -0.3% | -$7.24K | 0.34% | 61 |
|
|
2018
Q2 | $2.44M | Sell |
62,685
-14,830
| -19% | -$573K | 0.35% | 59 |
|
|
2018
Q1 | $2.91M | Sell |
77,515
-7,925
| -9% | -$303K | 0.45% | 52 |
|
|
2017
Q4 | $3.24M | Sell |
85,440
-2,140
| -2% | -$79.1K | 0.49% | 46 |
|
|
2017
Q3 | $3.13M | Sell |
87,580
-705
| -0.8% | -$24.6K | 0.48% | 48 |
|
|
2017
Q2 | $3.07M | Sell |
88,285
-2,285
| -3% | -$78.9K | 0.51% | 41 |
|
|
2017
Q1 | $3.1M | Sell |
90,570
-6,740
| -7% | -$229K | 0.47% | 42 |
|
|
2016
Q4 | $3.22M | Buy |
97,310
+515
| +0.5% | +$16.3K | 0.53% | 41 |
|
|
2016
Q3 | $3M | Buy |
96,795
+6,165
| +7% | +$191K | 0.51% | 44 |
|
|
2016
Q2 | $2.71M | Buy |
90,630
+680
| +0.8% | +$19.9K | 0.49% | 35 |
|
|
2016
Q1 | $2.59M | Buy |
89,950
+8,640
| +11% | +$231K | 0.44% | 36 |
|
|
2015
Q4 | $2.27M | Sell |
81,310
-2,145
| -3% | -$61.3K | 0.39% | 39 |
|
|
2015
Q3 | $2.28M | Buy |
+83,455
| New | +$2.43M | 0.41% | 37 |
|
Other funds holding IJH
Albion Financial Group's IJH Position: Q2 2026 in Review
Albion Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.3% in Q2 2026, selling an estimated $1.98K and leaving 9,069 shares worth $699K. The position accounts for 0.04% of the portfolio, ranked #129.
Albion Financial Group first reported a position in IJH in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.24M in Q4 2017. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Albion Financial Group held 9,069 shares of iShares Core S&P Mid-Cap ETF worth $699K as of Q2 2026.
- Albion Financial Group sold 27 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.98K.
- iShares Core S&P Mid-Cap ETF made up 0.04% of Albion Financial Group's portfolio in Q2 2026, its #129 holding.
- Albion Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 43 quarters since.
- Albion Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $3.24M in Q4 2017.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.