Atria Investments’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 | $9.87M | Sell |
146,146
-5,362
| -4% | -$372K | 0.11% | 201 |
|
|
2025
Q4 | $10M | Buy |
151,508
+14,612
| +11% | +$957K | 0.11% | 191 |
|
|
2025
Q3 | $8.93M | Sell |
136,896
-12,784
| -9% | -$822K | 0.1% | 224 |
|
|
2025
Q2 | $9.28M | Buy |
149,680
+4,121
| +3% | +$242K | 0.11% | 206 |
|
|
2025
Q1 | $8.49M | Sell |
145,559
-7,376
| -5% | -$458K | 0.11% | 218 |
|
|
2024
Q4 | $9.53M | Sell |
152,935
-4,631
| -3% | -$297K | 0.12% | 196 |
|
|
2024
Q3 | $9.82M | Sell |
157,566
-15,955
| -9% | -$962K | 0.12% | 193 |
|
|
2024
Q2 | $10.2M | Sell |
173,521
-7,176
| -4% | -$422K | 0.13% | 170 |
|
|
2024
Q1 | $11M | Buy |
180,697
+1,382
| +0.8% | +$78.2K | 0.15% | 155 |
|
|
2023
Q4 | $9.94M | Sell |
179,315
-51,795
| -22% | -$2.63M | 0.15% | 159 |
|
|
2023
Q3 | $11.5M | Buy |
231,110
+116,670
| +102% | +$6.11M | 0.21% | 104 |
|
|
2023
Q2 | $5.98M | Buy |
114,440
+10,630
| +10% | +$528K | 0.11% | 215 |
|
|
2023
Q1 | $5.19M | Sell |
103,810
-4,580
| -4% | -$233K | 0.1% | 256 |
|
|
2022
Q4 | $5.24M | Sell |
108,390
-5,565
| -5% | -$269K | 0.11% | 243 |
|
|
2022
Q3 | $5M | Buy |
113,955
+13,125
| +13% | +$635K | 0.11% | 233 |
|
|
2022
Q2 | $4.56M | Buy |
100,830
+2,690
| +3% | +$133K | 0.1% | 257 |
|
|
2022
Q1 | $5.27M | Buy |
98,140
+29,880
| +44% | +$1.59M | 0.09% | 268 |
|
|
2021
Q4 | $3.87M | Sell |
68,260
-5,110
| -7% | -$284K | 0.07% | 349 |
|
|
2021
Q3 | $3.86M | Buy |
73,370
+1,830
| +3% | +$98.5K | 0.07% | 324 |
|
|
2021
Q2 | $3.85M | Sell |
71,540
-6,930
| -9% | -$374K | 0.07% | 305 |
|
|
2021
Q1 | $4.08M | Buy |
78,470
+4,345
| +6% | +$217K | 0.09% | 252 |
|
|
2020
Q4 | $3.41M | Buy |
74,125
+6,590
| +10% | +$278K | 0.08% | 266 |
|
|
2020
Q3 | $2.5M | Sell |
67,535
-23,620
| -26% | -$883K | 0.08% | 281 |
|
|
2020
Q2 | $3.24M | Buy |
+91,155
| New | +$3.03M | 0.11% | 214 |
|
|
2020
Q1 | – | Sell |
-395,385
| Closed | -$16.3M | – | 846 |
|
|
2019
Q4 | $16.3M | Buy |
395,385
+205,940
| +109% | +$8.16M | 0.44% | 39 |
|
|
2019
Q3 | $7.32M | Sell |
189,445
-42,265
| -18% | -$1.62M | 0.26% | 82 |
|
|
2019
Q2 | $8.62M | Sell |
231,710
-107,915
| -32% | -$4.14M | 0.32% | 68 |
|
|
2019
Q1 | $12.9M | Buy |
339,625
+95,895
| +39% | +$3.54M | 0.54% | 34 |
|
|
2018
Q4 | $8.1M | Sell |
243,730
-968,110
| -80% | -$35.3M | 0.36% | 47 |
|
|
2018
Q3 | $48.8M | Buy |
1,211,840
+86,085
| +8% | +$3.46M | 1.93% | 6 |
|
|
2018
Q2 | $43.9M | Buy |
1,125,755
+81,460
| +8% | +$3.15M | 1.93% | 5 |
|
|
2018
Q1 | $39.2M | Sell |
1,044,295
-6,955
| -0.7% | -$266K | 1.89% | 6 |
|
|
2017
Q4 | $39.9M | Buy |
1,051,250
+39,275
| +4% | +$1.45M | 1.98% | 6 |
|
|
2017
Q3 | $36.2M | Buy |
1,011,975
+66,580
| +7% | +$2.32M | 1.97% | 8 |
|
|
2017
Q2 | $32.9M | Buy |
945,395
+152,805
| +19% | +$5.27M | 2.01% | 7 |
|
|
2017
Q1 | $27.1M | Sell |
792,590
-169,260
| -18% | -$5.76M | 1.77% | 7 |
|
|
2016
Q4 | $31.8M | Buy |
961,850
+25,745
| +3% | +$816K | 2.43% | 5 |
|
|
2016
Q3 | $29M | Sell |
936,105
-6,055
| -0.6% | -$187K | 2.66% | 5 |
|
|
2016
Q2 | $28.4M | Buy |
942,160
+91,380
| +11% | +$2.68M | 3.06% | 5 |
|
|
2016
Q1 | $24.5M | Buy |
850,780
+163,905
| +24% | +$4.38M | 2.79% | 6 |
|
|
2015
Q4 | $17.9M | Buy |
686,875
+569,375
| +485% | +$16.3M | 1.97% | 9 |
|
|
2015
Q3 | $3.21M | Sell |
117,500
-384,280
| -77% | -$11.2M | 0.44% | 37 |
|
|
2015
Q2 | $15.1M | Buy |
501,780
+117,865
| +31% | +$3.59M | 1.77% | 12 |
|
|
2015
Q1 | $11.7M | Buy |
383,915
+76,910
| +25% | +$2.28M | 1.32% | 15 |
|
|
2014
Q4 | $8.89M | Buy |
307,005
+53,090
| +21% | +$1.49M | 0.94% | 23 |
|
|
2014
Q3 | $6.94M | Buy |
253,915
+25,350
| +11% | +$714K | 0.71% | 29 |
|
|
2014
Q2 | $6.54M | Buy |
228,565
+24,700
| +12% | +$679K | 0.65% | 31 |
|
|
2014
Q1 | $5.61M | Sell |
203,865
-88,345
| -30% | -$2.38M | 0.57% | 30 |
|
|
2013
Q4 | $7.82M | Buy |
292,210
+184,215
| +171% | +$4.76M | 0.78% | 30 |
|
|
2013
Q3 | $2.68M | Buy |
107,995
+78,075
| +261% | +$1.91M | 0.28% | 59 |
|
|
2013
Q2 | $691K | Buy |
+29,920
| New | +$694K | 0.08% | 144 |
|
Other funds holding IJH
Atria Investments's IJH Position: Q1 2026 in Review
Atria Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, selling an estimated $372K and leaving 146,146 shares worth $9.87M. The position accounts for 0.11% of the portfolio, ranked #201.
Atria Investments first reported a position in IJH in Q2 2013 and has held it in 51 quarters since. The position peaked at $48.8M in Q3 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Atria Investments held 146,146 shares of iShares Core S&P Mid-Cap ETF worth $9.87M as of Q1 2026.
- Atria Investments sold 5,362 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $372K.
- iShares Core S&P Mid-Cap ETF made up 0.11% of Atria Investments's portfolio in Q1 2026, its #201 holding.
- Atria Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- Atria Investments's iShares Core S&P Mid-Cap ETF position peaked at $48.8M in Q3 2018.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.