Arete Wealth Advisors’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 | $1.89M | Sell |
24,450
-333
| -1% | -$24.4K | 0.12% | 166 |
|
|
2026
Q1 | $1.67M | Buy |
24,783
+1,887
| +8% | +$131K | 0.13% | 169 |
|
|
2025
Q4 | $1.51M | Buy |
22,896
+1,288
| +6% | +$84.4K | 0.1% | 195 |
|
|
2025
Q3 | $1.41M | Buy |
21,608
+2,875
| +15% | +$185K | 0.09% | 211 |
|
|
2025
Q2 | $1.16M | Sell |
18,733
-5,989
| -24% | -$352K | 0.08% | 232 |
|
|
2025
Q1 | $1.44M | Sell |
24,722
-74,396
| -75% | -$4.62M | 0.11% | 189 |
|
|
2024
Q4 | $6.18M | Buy |
99,118
+21,781
| +28% | +$1.4M | 0.45% | 47 |
|
|
2024
Q3 | $4.82M | Sell |
77,337
-8,307
| -10% | -$501K | 0.41% | 55 |
|
|
2024
Q2 | $5.01M | Buy |
85,644
+1,297
| +2% | +$76.2K | 0.41% | 53 |
|
|
2024
Q1 | $5.12M | Sell |
84,347
-5,238
| -6% | -$297K | 0.47% | 52 |
|
|
2023
Q4 | $4.97M | Buy |
89,585
+20,560
| +30% | +$1.04M | 0.38% | 54 |
|
|
2023
Q3 | $3.44M | Sell |
69,025
-58,455
| -46% | -$3.06M | 0.6% | 34 |
|
|
2023
Q2 | $6.67M | Sell |
127,480
-6,255
| -5% | -$311K | 0.59% | 31 |
|
|
2023
Q1 | $6.69M | Buy |
133,735
+18,400
| +16% | +$937K | 0.54% | 36 |
|
|
2022
Q4 | $5.58B | Buy |
115,335
+57,005
| +98% | +$2.75M | 0.49% | 38 |
|
|
2022
Q3 | $2.56M | Buy |
58,330
+3,650
| +7% | +$176K | 0.25% | 81 |
|
|
2022
Q2 | $2.48M | Sell |
54,680
-8,700
| -14% | -$429K | 0.25% | 84 |
|
|
2022
Q1 | $3.4M | Sell |
63,380
-7,505
| -11% | -$400K | 0.28% | 78 |
|
|
2021
Q4 | $4.01M | Sell |
70,885
-725
| -1% | -$40.4K | 0.34% | 60 |
|
|
2021
Q3 | $3.77M | Sell |
71,610
-10,980
| -13% | -$591K | 0.42% | 52 |
|
|
2021
Q2 | $300K | Buy |
82,590
+5,610
| +7% | +$303K | 0.04% | 267 |
|
|
2021
Q1 | $4.01M | Buy |
76,980
+14,295
| +23% | +$714K | 0.51% | 43 |
|
|
2020
Q4 | $2.84M | Sell |
62,685
-150
| -0.2% | -$6.32K | 0.4% | 57 |
|
|
2020
Q3 | $2.38M | Sell |
62,835
-3,275
| -5% | -$122K | 0.36% | 65 |
|
|
2020
Q2 | $2.35M | Sell |
66,110
-6,085
| -8% | -$202K | 0.41% | 59 |
|
|
2020
Q1 | $2.08M | Sell |
72,195
-3,520
| -5% | -$131K | 0.41% | 55 |
|
|
2019
Q4 | $3.12M | Buy |
75,715
+115
| +0.2% | +$4.56K | 0.54% | 45 |
|
|
2019
Q3 | $2.92M | Sell |
75,600
-9,155
| -11% | -$352K | 0.56% | 42 |
|
|
2019
Q2 | $3.29M | Sell |
84,755
-5,380
| -6% | -$206K | 0.64% | 33 |
|
|
2019
Q1 | $3.41M | Buy |
90,135
+4,270
| +5% | +$158K | 0.71% | 27 |
|
|
2018
Q4 | $2.85M | Sell |
85,865
-5,520
| -6% | -$201K | 0.69% | 34 |
|
|
2018
Q3 | $3.68M | Buy |
91,385
+16,325
| +22% | +$656K | 0.82% | 22 |
|
|
2018
Q2 | $2.92M | Buy |
75,060
+14,115
| +23% | +$545K | 0.7% | 34 |
|
|
2018
Q1 | $2.29M | Buy |
60,945
+4,645
| +8% | +$178K | 0.76% | 30 |
|
|
2017
Q4 | $2.14M | Sell |
56,300
-600
| -1% | -$22.2K | 0.7% | 27 |
|
|
2017
Q3 | $2.04M | Buy |
56,900
+1,770
| +3% | +$61.6K | 0.81% | 29 |
|
|
2017
Q2 | $1.92M | Buy |
55,130
+9,545
| +21% | +$330K | 0.88% | 29 |
|
|
2017
Q1 | $1.56M | Buy |
45,585
+11,465
| +34% | +$390K | 0.68% | 43 |
|
|
2016
Q4 | $1.13M | Buy |
34,120
+11,760
| +53% | +$373K | 0.52% | 50 |
|
|
2016
Q3 | $692K | Buy |
22,360
+12,235
| +121% | +$378K | 0.4% | 66 |
|
|
2016
Q2 | $303K | Sell |
10,125
-16,555
| -62% | -$486K | 0.19% | 102 |
|
|
2016
Q1 | $769K | Buy |
26,680
+15,455
| +138% | +$413K | 0.46% | 38 |
|
|
2015
Q4 | $313K | Sell |
11,225
-27,700
| -71% | -$791K | 0.19% | 90 |
|
|
2015
Q3 | $1.06M | Buy |
38,925
+1,655
| +4% | +$48.1K | 0.83% | 26 |
|
|
2015
Q2 | $1.12M | Buy |
37,270
+3,275
| +10% | +$99.9K | 0.75% | 28 |
|
|
2015
Q1 | $1.03M | Buy |
+33,995
| New | +$1.01M | 0.67% | 33 |
|
|
2014
Q4 | – | Sell |
-17,135
| Closed | -$469K | – | 150 |
|
|
2014
Q3 | $469K | Sell |
17,135
-6,115
| -26% | -$172K | 0.35% | 70 |
|
|
2014
Q2 | $665K | Sell |
23,250
-2,520
| -10% | -$69.2K | 0.52% | 50 |
|
|
2014
Q1 | $709K | Sell |
25,770
-940
| -4% | -$25.3K | 0.66% | 42 |
|
|
2013
Q4 | $715K | Buy |
+26,710
| New | +$689K | 0.71% | 35 |
|
Other funds holding IJH
Arete Wealth Advisors's IJH Position: Q2 2026 in Review
Arete Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $24.4K and leaving 24,450 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #166.
Arete Wealth Advisors first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.58B in Q4 2022. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Arete Wealth Advisors held 24,450 shares of iShares Core S&P Mid-Cap ETF worth $1.89M as of Q2 2026.
- Arete Wealth Advisors sold 333 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24.4K.
- iShares Core S&P Mid-Cap ETF made up 0.12% of Arete Wealth Advisors's portfolio in Q2 2026, its #166 holding.
- Arete Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
- Arete Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $5.58B in Q4 2022.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.