AllSquare Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $111K | Hold |
1,700
| – | – | 0.06% | 148 |
|
|
2025
Q2 | $105K | Hold |
1,700
| – | – | 0.06% | 149 |
|
|
2025
Q1 | $99.2K | Hold |
1,700
| – | – | 0.06% | 149 |
|
|
2024
Q4 | $106K | Hold |
1,700
| – | – | 0.06% | 144 |
|
|
2024
Q3 | $106K | Hold |
1,700
| – | – | 0.06% | 147 |
|
|
2024
Q2 | $99.5K | Buy |
1,700
+370
| +28% | +$21.7K | 0.06% | 145 |
|
|
2024
Q1 | $80.8K | Sell |
1,330
-400
| -23% | -$22.6K | 0.05% | 174 |
|
|
2023
Q4 | $95.9K | Hold |
1,730
| – | – | 0.06% | 147 |
|
|
2023
Q3 | $86.3K | Hold |
1,730
| – | – | 0.06% | 151 |
|
|
2023
Q2 | $84.3K | Hold |
1,730
| – | – | 0.05% | 157 |
|
|
2023
Q1 | $86.6K | Hold |
1,730
| – | – | 0.06% | 154 |
|
|
2022
Q4 | $83.7K | Hold |
1,730
| – | – | 0.06% | 150 |
|
|
2022
Q3 | $76K | Hold |
1,730
| – | – | 0.05% | 148 |
|
|
2022
Q2 | $78K | Sell |
1,730
-75
| -4% | -$3.7K | 0.05% | 156 |
|
|
2022
Q1 | $97K | Hold |
1,805
| – | – | 0.06% | 150 |
|
|
2021
Q4 | $102K | Hold |
1,805
| – | – | 0.06% | 148 |
|
|
2021
Q3 | $95K | Hold |
1,805
| – | – | 0.06% | 149 |
|
|
2021
Q2 | $97K | Hold |
1,805
| – | – | 0.06% | 164 |
|
|
2021
Q1 | $94K | Hold |
1,805
| – | – | 0.06% | 156 |
|
|
2020
Q4 | $83K | Hold |
1,805
| – | – | 0.06% | 155 |
|
|
2020
Q3 | $67K | Hold |
1,805
| – | – | 0.05% | 162 |
|
|
2020
Q2 | $64K | Hold |
1,805
| – | – | 0.05% | 156 |
|
|
2020
Q1 | $52K | Hold |
1,805
| – | – | 0.05% | 160 |
|
|
2019
Q4 | $74K | Hold |
1,805
| – | – | 0.05% | 148 |
|
|
2019
Q3 | $70K | Hold |
1,805
| – | – | 0.05% | 153 |
|
|
2019
Q2 | $70K | Hold |
1,805
| – | – | 0.05% | 155 |
|
|
2019
Q1 | $68K | Hold |
1,805
| – | – | 0.05% | 153 |
|
|
2018
Q4 | $60K | Hold |
1,805
| – | – | 0.05% | 150 |
|
|
2018
Q3 | $73K | Buy |
1,805
+125
| +7% | +$5.02K | 0.05% | 143 |
|
|
2018
Q2 | $65K | Buy |
1,680
+1,495
| +808% | +$57.8K | 0.05% | 150 |
|
|
2018
Q1 | $7K | Hold |
185
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $7K | Hold |
185
| – | – | 0.01% | 305 |
|
|
2017
Q3 | $7K | Buy |
+185
| New | +$6.44K | 0.01% | 285 |
|
|
2017
Q2 | – | Sell |
-410
| Closed | -$14K | – | 276 |
|
|
2017
Q1 | $14K | Hold |
410
| – | – | 0.01% | 239 |
|
|
2016
Q4 | $14K | Buy |
+410
| New | +$13K | 0.01% | 213 |
|
Other funds holding IJH
AllSquare Wealth Management's IJH Position: Q3 2025 in Review
AllSquare Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2025 at 1,700 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #148.
AllSquare Wealth Management first reported a position in IJH in Q4 2016 and has held it in 35 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.
- AllSquare Wealth Management held 1,700 shares of iShares Core S&P Mid-Cap ETF worth $111K as of Q3 2025.
- AllSquare Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2025.
- iShares Core S&P Mid-Cap ETF made up 0.06% of AllSquare Wealth Management's portfolio in Q3 2025, its #148 holding.
- AllSquare Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.