Allen Capital 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
Q1 | $1.02M | Hold |
15,164
| – | – | 0.09% | 137 |
|
|
2025
Q4 | $1M | Sell |
15,164
-433
| -3% | -$28.4K | 0.09% | 131 |
|
|
2025
Q3 | $1.02M | Sell |
15,597
-650
| -4% | -$41.8K | 0.1% | 128 |
|
|
2025
Q2 | $1.01M | Sell |
16,247
-3,521
| -18% | -$207K | 0.1% | 124 |
|
|
2025
Q1 | $1.15M | Buy |
19,768
+292
| +1% | +$18.1K | 0.13% | 109 |
|
|
2024
Q4 | $1.21M | Sell |
19,476
-115
| -0.6% | -$7.38K | 0.15% | 101 |
|
|
2024
Q3 | $1.22M | Sell |
19,591
-2,021
| -9% | -$122K | 0.15% | 97 |
|
|
2024
Q2 | $1.26M | Buy |
21,612
+2,757
| +15% | +$162K | 0.17% | 91 |
|
|
2024
Q1 | $1.15M | Buy |
18,855
+5
| +0% | +$283 | 0.16% | 88 |
|
|
2023
Q4 | $1.04M | Sell |
18,850
-280
| -1% | -$14.2K | 0.17% | 87 |
|
|
2023
Q3 | $942K | Sell |
19,130
-760
| -4% | -$39.8K | 0.17% | 90 |
|
|
2023
Q2 | $1.04M | Sell |
19,890
-345
| -2% | -$17.1K | 0.18% | 90 |
|
|
2023
Q1 | $1.01M | Sell |
20,235
-2,825
| -12% | -$144K | 0.18% | 89 |
|
|
2022
Q4 | $1.12M | Buy |
23,060
+1,075
| +5% | +$51.9K | 1.1% | 18 |
|
|
2022
Q3 | $964K | Sell |
21,985
-585
| -3% | -$28.3K | 0.22% | 79 |
|
|
2022
Q2 | $1.02M | Sell |
22,570
-860
| -4% | -$42.5K | 0.21% | 81 |
|
|
2022
Q1 | $1.26M | Buy |
23,430
+3,070
| +15% | +$163K | 0.24% | 71 |
|
|
2021
Q4 | $1.15M | Sell |
20,360
-50
| -0.2% | -$2.78K | 0.19% | 82 |
|
|
2021
Q3 | $1.07M | Buy |
20,410
+235
| +1% | +$12.6K | 0.22% | 81 |
|
|
2021
Q2 | $1.08M | Sell |
20,175
-45
| -0.2% | -$2.43K | 0.22% | 79 |
|
|
2021
Q1 | $1.05M | Hold |
20,220
| – | – | 0.23% | 74 |
|
|
2020
Q4 | $929K | Sell |
20,220
-2,255
| -10% | -$95K | 0.22% | 74 |
|
|
2020
Q3 | $893K | Sell |
22,475
-125
| -0.6% | -$4.67K | 0.22% | 76 |
|
|
2020
Q2 | $804K | Sell |
22,600
-1,290
| -5% | -$42.8K | 0.21% | 75 |
|
|
2020
Q1 | $687K | Sell |
23,890
-585
| -2% | -$21.8K | 0.21% | 73 |
|
|
2019
Q4 | $1.01M | Sell |
24,475
-2,650
| -10% | -$105K | 0.27% | 74 |
|
|
2019
Q3 | $1.01M | Sell |
27,125
-2,370
| -8% | -$91.1K | 0.31% | 68 |
|
|
2019
Q2 | $1.15M | Buy |
29,495
+1,230
| +4% | +$47.1K | 0.37% | 59 |
|
|
2019
Q1 | $1.07M | Buy |
28,265
+1,195
| +4% | +$44.1K | 0.35% | 59 |
|
|
2018
Q4 | $982K | Buy |
27,070
+19,225
| +245% | +$701K | 0.35% | 59 |
|
|
2018
Q3 | $316K | Hold |
7,845
| – | – | 0.11% | 101 |
|
|
2018
Q2 | $306K | Sell |
7,845
-295
| -4% | -$11.4K | 0.11% | 100 |
|
|
2018
Q1 | $305K | Sell |
8,140
-1,975
| -20% | -$75.5K | 0.12% | 97 |
|
|
2017
Q4 | $384K | Buy |
+10,115
| New | +$374K | 0.17% | 82 |
|
Other funds holding IJH
Allen Capital Group's IJH Position: Q1 2026 in Review
Allen Capital Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 15,164 shares worth $1.02M. The position accounts for 0.09% of the portfolio, ranked #137.
Allen Capital Group first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.26M in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Allen Capital Group held 15,164 shares of iShares Core S&P Mid-Cap ETF worth $1.02M as of Q1 2026.
- Allen Capital Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.09% of Allen Capital Group's portfolio in Q1 2026, its #137 holding.
- Allen Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Allen Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $1.26M in Q2 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.