Ascent Wealth Partners’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 | $2.82M | Buy |
41,764
+1,725
| +4% | +$120K | 0.33% | 72 |
|
|
2025
Q4 | $2.64M | Buy |
40,039
+793
| +2% | +$51.9K | 0.3% | 71 |
|
|
2025
Q3 | $2.56M | Buy |
39,246
+904
| +2% | +$58.1K | 0.3% | 71 |
|
|
2025
Q2 | $2.38M | Buy |
38,342
+6,023
| +19% | +$354K | 0.29% | 73 |
|
|
2025
Q1 | $1.89M | Buy |
32,319
+1,449
| +5% | +$90K | 0.25% | 82 |
|
|
2024
Q4 | $1.92M | Buy |
30,870
+609
| +2% | +$39.1K | 0.26% | 73 |
|
|
2024
Q3 | $1.89M | Buy |
30,261
+394
| +1% | +$23.8K | 0.26% | 79 |
|
|
2024
Q2 | $1.75M | Buy |
29,867
+616
| +2% | +$36.2K | 0.26% | 77 |
|
|
2024
Q1 | $1.78M | Buy |
29,251
+1,096
| +4% | +$62K | 0.26% | 75 |
|
|
2023
Q4 | $1.56M | Buy |
28,155
+1,000
| +4% | +$50.7K | 0.25% | 78 |
|
|
2023
Q3 | $1.35M | Buy |
27,155
+280
| +1% | +$14.7K | 0.25% | 80 |
|
|
2023
Q2 | $1.41M | Buy |
26,875
+1,350
| +5% | +$67.1K | 0.25% | 84 |
|
|
2023
Q1 | $1.28M | Buy |
25,525
+165
| +0.7% | +$8.41K | 0.26% | 84 |
|
|
2022
Q4 | $1.23M | Sell |
25,360
-200
| -0.8% | -$9.66K | 0.26% | 83 |
|
|
2022
Q3 | $1.12M | Buy |
25,560
+530
| +2% | +$25.6K | 0.27% | 82 |
|
|
2022
Q2 | $1.13M | Buy |
25,030
+1,070
| +4% | +$52.8K | 0.25% | 81 |
|
|
2022
Q1 | $1.29M | Buy |
23,960
+395
| +2% | +$21K | 0.24% | 74 |
|
|
2021
Q4 | $1.33M | Buy |
23,565
+625
| +3% | +$34.8K | 0.24% | 72 |
|
|
2021
Q3 | $1.21M | Buy |
22,940
+440
| +2% | +$23.7K | 0.23% | 77 |
|
|
2021
Q2 | $1.21M | Sell |
22,500
-3,155
| -12% | -$170K | 0.23% | 77 |
|
|
2021
Q1 | $1.33M | Sell |
25,655
-1,080
| -4% | -$53.9K | 0.29% | 71 |
|
|
2020
Q4 | $1.23M | Sell |
26,735
-730
| -3% | -$30.8K | 0.27% | 69 |
|
|
2020
Q3 | $1.02M | Sell |
27,465
-835
| -3% | -$31.2K | 0.26% | 68 |
|
|
2020
Q2 | $1.01M | Sell |
28,300
-20,870
| -42% | -$693K | 0.29% | 65 |
|
|
2020
Q1 | $1.42M | Buy |
49,170
+5,640
| +13% | +$210K | 0.52% | 52 |
|
|
2019
Q4 | $1.79M | Buy |
43,530
+655
| +2% | +$26K | 0.51% | 53 |
|
|
2019
Q3 | $1.66M | Buy |
42,875
+950
| +2% | +$36.5K | 0.51% | 55 |
|
|
2019
Q2 | $1.63M | Buy |
41,925
+455
| +1% | +$17.4K | 0.5% | 55 |
|
|
2019
Q1 | $1.57M | Sell |
41,470
-21,810
| -34% | -$805K | 0.51% | 55 |
|
|
2018
Q4 | $2.1M | Buy |
63,280
+27,160
| +75% | +$991K | 0.82% | 46 |
|
|
2018
Q3 | $1.45M | Buy |
36,120
+2,415
| +7% | +$97.1K | 0.46% | 59 |
|
|
2018
Q2 | $1.31M | Buy |
33,705
+15,730
| +88% | +$608K | 0.46% | 57 |
|
|
2018
Q1 | $674K | Buy |
17,975
+5,015
| +39% | +$192K | 0.25% | 78 |
|
|
2017
Q4 | $492K | Buy |
12,960
+5,950
| +85% | +$220K | 0.18% | 89 |
|
|
2017
Q3 | $251K | Buy |
+7,010
| New | +$244K | 0.1% | 111 |
|
Other funds holding IJH
Ascent Wealth Partners's IJH Position: Q1 2026 in Review
Ascent Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q1 2026, buying an estimated $120K and bringing the position to 41,764 shares worth $2.82M. The position accounts for 0.33% of the portfolio, ranked #72.
Ascent Wealth Partners first reported a position in IJH in Q3 2017 and has held it in 35 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Ascent Wealth Partners held 41,764 shares of iShares Core S&P Mid-Cap ETF worth $2.82M as of Q1 2026.
- Ascent Wealth Partners bought 1,725 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $120K.
- iShares Core S&P Mid-Cap ETF made up 0.33% of Ascent Wealth Partners's portfolio in Q1 2026, its #72 holding.
- Ascent Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2017 and has held it in 35 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.