Aspen Capital 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
2026
Q1
$222K Buy
3,280
+2
+0.1% +$139 0.05% 74
2025
Q4
$216K Sell
3,278
-305
-9% -$20K 0.05% 74
2025
Q3
$234K Buy
3,583
+3
+0.1% +$193 0.06% 70
2025
Q2
$222K Buy
3,580
+4
+0.1% +$235 0.06% 71
2025
Q1
$209K Buy
+3,576
New +$222K 0.07% 64

Other funds holding IJH

Aspen Capital Management's IJH Position: Q1 2026 in Review

Aspen Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, buying an estimated $139 and bringing the position to 3,280 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #74.

Aspen Capital Management first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. The position peaked at $234K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Aspen Capital Management held 3,280 shares of iShares Core S&P Mid-Cap ETF worth $222K as of Q1 2026.
  • Aspen Capital Management bought 2 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $139.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Aspen Capital Management's portfolio in Q1 2026, its #74 holding.
  • Aspen Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Aspen Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $234K in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Aspen Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.