Asset Management 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 | $20.1M | Buy |
297,985
+3,120
| +1% | +$216K | 3.25% | 5 |
|
|
2025
Q4 | $19.5M | Buy |
294,865
+17,767
| +6% | +$1.16M | 3.15% | 6 |
|
|
2025
Q3 | $18.1M | Buy |
277,098
+3,397
| +1% | +$218K | 2.96% | 6 |
|
|
2025
Q2 | $17M | Buy |
273,701
+4,772
| +2% | +$280K | 2.96% | 6 |
|
|
2025
Q1 | $15.7M | Buy |
268,929
+17,011
| +7% | +$1.06M | 2.9% | 7 |
|
|
2024
Q4 | $15.7M | Sell |
251,918
-476
| -0.2% | -$30.5K | 2.79% | 8 |
|
|
2024
Q3 | $15.7M | Buy |
252,394
+8,114
| +3% | +$489K | 2.75% | 9 |
|
|
2024
Q2 | $14.3M | Sell |
244,280
-65
| -0% | -$3.82K | 2.66% | 12 |
|
|
2024
Q1 | $14.8M | Buy |
244,345
+745
| +0.3% | +$42.2K | 2.79% | 11 |
|
|
2023
Q4 | $13.5M | Sell |
243,600
-2,990
| -1% | -$152K | 2.71% | 12 |
|
|
2023
Q3 | $12.3M | Sell |
246,590
-740
| -0.3% | -$38.8K | 2.71% | 12 |
|
|
2023
Q2 | $12.9M | Buy |
247,330
+460
| +0.2% | +$22.9K | 2.75% | 12 |
|
|
2023
Q1 | $12.4M | Buy |
246,870
+825
| +0.3% | +$42K | 2.75% | 12 |
|
|
2022
Q4 | $11.9M | Buy |
246,045
+1,810
| +0.7% | +$87.4K | 2.8% | 10 |
|
|
2022
Q3 | $10.7M | Sell |
244,235
-2,680
| -1% | -$130K | 2.67% | 12 |
|
|
2022
Q2 | $11.2M | Buy |
246,915
+375
| +0.2% | +$18.5K | 2.68% | 10 |
|
|
2022
Q1 | $13.2M | Buy |
246,540
+540
| +0.2% | +$28.8K | 2.77% | 9 |
|
|
2021
Q4 | $13.9M | Sell |
246,000
-1,570
| -0.6% | -$87.4K | 2.74% | 9 |
|
|
2021
Q3 | $13M | Sell |
247,570
-8,270
| -3% | -$445K | 2.67% | 9 |
|
|
2021
Q2 | $13.8M | Buy |
255,840
+35
| +0% | +$1.89K | 2.84% | 7 |
|
|
2021
Q1 | $13.3M | Sell |
255,805
-4,020
| -2% | -$201K | 2.88% | 6 |
|
|
2020
Q4 | $11.9M | Buy |
259,825
+155
| +0.1% | +$6.53K | 2.9% | 6 |
|
|
2020
Q3 | $9.62M | Sell |
259,670
-360
| -0.1% | -$13.5K | 2.81% | 8 |
|
|
2020
Q2 | $9.25M | Buy |
260,030
+2,255
| +0.9% | +$74.9K | 2.92% | 7 |
|
|
2020
Q1 | $7.42M | Buy |
257,775
+470
| +0.2% | +$17.5K | 2.8% | 8 |
|
|
2019
Q4 | $10.6M | Buy |
257,305
+1,325
| +0.5% | +$52.5K | 3.2% | 6 |
|
|
2019
Q3 | $9.89M | Buy |
255,980
+4,485
| +2% | +$172K | 3.39% | 5 |
|
|
2019
Q2 | $9.77M | Buy |
251,495
+1,720
| +0.7% | +$65.9K | 3.47% | 3 |
|
|
2019
Q1 | $9.46M | Buy |
249,775
+2,495
| +1% | +$92.1K | 3.43% | 4 |
|
|
2018
Q4 | $8.21M | Sell |
247,280
-1,655
| -0.7% | -$60.4K | 3.37% | 5 |
|
|
2018
Q3 | $10M | Sell |
248,935
-710
| -0.3% | -$28.5K | 3.39% | 3 |
|
|
2018
Q2 | $9.72M | Sell |
249,645
-1,055
| -0.4% | -$40.8K | 3.4% | 4 |
|
|
2018
Q1 | $9.4M | Buy |
250,700
+2,640
| +1% | +$101K | 3.37% | 5 |
|
|
2017
Q4 | $9.41M | Buy |
248,060
+2,815
| +1% | +$104K | 3.39% | 5 |
|
|
2017
Q3 | $8.78M | Buy |
245,245
+2,440
| +1% | +$85K | 3.29% | 5 |
|
|
2017
Q2 | $8.45M | Buy |
242,805
+3,685
| +2% | +$127K | 3.27% | 5 |
|
|
2017
Q1 | $8.19M | Sell |
239,120
-1,665
| -0.7% | -$56.7K | 3.24% | 8 |
|
|
2016
Q4 | $7.96M | Buy |
240,785
+2,520
| +1% | +$79.9K | 3.27% | 7 |
|
|
2016
Q3 | $7.37M | Sell |
238,265
-390
| -0.2% | -$12.1K | 3.06% | 7 |
|
|
2016
Q2 | $7.13M | Sell |
238,655
-3,035
| -1% | -$89K | 3.09% | 7 |
|
|
2016
Q1 | $6.97M | Sell |
241,690
-440
| -0.2% | -$11.8K | 3.09% | 7 |
|
|
2015
Q4 | $6.75M | Buy |
242,130
+2,060
| +0.9% | +$58.9K | 3.06% | 7 |
|
|
2015
Q3 | $6.56M | Buy |
240,070
+35
| +0% | +$1.02K | 3.07% | 7 |
|
|
2015
Q2 | $7.2M | Sell |
240,035
-2,155
| -0.9% | -$65.7K | 3.25% | 6 |
|
|
2015
Q1 | $7.36M | Sell |
242,190
-1,865
| -0.8% | -$55.2K | 3.41% | 6 |
|
|
2014
Q4 | $7.07M | Buy |
244,055
+405
| +0.2% | +$11.4K | 3.56% | 6 |
|
|
2014
Q3 | $6.66M | Sell |
243,650
-5,090
| -2% | -$143K | 3.56% | 7 |
|
|
2014
Q2 | $7.12M | Buy |
248,740
+1,640
| +0.7% | +$45.1K | 3.84% | 6 |
|
|
2014
Q1 | $6.79M | Buy |
247,100
+1,965
| +0.8% | +$52.9K | 3.9% | 6 |
|
|
2013
Q4 | $6.56M | Buy |
245,135
+8,705
| +4% | +$225K | 4% | 6 |
|
|
2013
Q3 | $5.87M | Sell |
236,430
-760
| -0.3% | -$18.5K | 3.82% | 8 |
|
|
2013
Q2 | $5.48M | Buy |
+237,190
| New | +$5.51M | 3.76% | 9 |
|
Other funds holding IJH
Asset Management Group's IJH Position: Q1 2026 in Review
Asset Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, buying an estimated $216K and bringing the position to 297,985 shares worth $20.1M. The position accounts for 3.25% of the portfolio, ranked #5.
Asset Management Group first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Asset Management Group held 297,985 shares of iShares Core S&P Mid-Cap ETF worth $20.1M as of Q1 2026.
- Asset Management Group bought 3,120 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $216K.
- iShares Core S&P Mid-Cap ETF made up 3.25% of Asset Management Group's portfolio in Q1 2026, its #5 holding.
- Asset Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.