AUA 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 | $3.73M | Hold |
55,170
| – | – | 1.9% | 15 |
|
|
2025
Q4 | $3.64M | Buy |
55,170
+9,185
| +20% | +$602K | 1.83% | 16 |
|
|
2025
Q3 | $3M | Hold |
45,985
| – | – | 1.68% | 16 |
|
|
2025
Q2 | $2.85M | Hold |
45,985
| – | – | 1.7% | 14 |
|
|
2025
Q1 | $2.68M | Hold |
45,985
| – | – | 1.75% | 14 |
|
|
2024
Q4 | $2.87M | Sell |
45,985
-12,270
| -21% | -$787K | 1.84% | 14 |
|
|
2024
Q3 | $3.63M | Hold |
58,255
| – | – | 2.1% | 12 |
|
|
2024
Q2 | $3.41M | Hold |
58,255
| – | – | 2.05% | 13 |
|
|
2024
Q1 | $3.54M | Sell |
58,255
-920
| -2% | -$52.1K | 2.04% | 12 |
|
|
2023
Q4 | $3.28M | Buy |
59,175
+3,745
| +7% | +$190K | 2.04% | 13 |
|
|
2023
Q3 | $2.76M | Sell |
55,430
-1,875
| -3% | -$98.3K | 2% | 11 |
|
|
2023
Q2 | $3M | Sell |
57,305
-3,205
| -5% | -$159K | 2.06% | 11 |
|
|
2023
Q1 | $3.03M | Hold |
60,510
| – | – | 2.05% | 11 |
|
|
2022
Q4 | $2.93M | Buy |
60,510
+2,080
| +4% | +$100K | 1.99% | 10 |
|
|
2022
Q3 | $2.56M | Sell |
58,430
-13,015
| -18% | -$629K | 1.69% | 11 |
|
|
2022
Q2 | $3.23M | Buy |
71,445
+3,495
| +5% | +$173K | 1.88% | 10 |
|
|
2022
Q1 | $3.65M | Buy |
67,950
+7,090
| +12% | +$377K | 1.96% | 9 |
|
|
2021
Q4 | $3.45M | Sell |
60,860
-285
| -0.5% | -$15.9K | 2.02% | 10 |
|
|
2021
Q3 | $3.22M | Hold |
61,145
| – | – | 2.04% | 10 |
|
|
2021
Q2 | $3.29M | Hold |
61,145
| – | – | 2.03% | 10 |
|
|
2021
Q1 | $3.18M | Buy |
61,145
+9,030
| +17% | +$451K | 2.09% | 10 |
|
|
2020
Q4 | $2.4M | Buy |
52,115
+240
| +0.5% | +$10.1K | 1.71% | 13 |
|
|
2020
Q3 | $1.92M | Buy |
51,875
+9,400
| +22% | +$351K | 1.6% | 13 |
|
|
2020
Q2 | $1.51M | Sell |
42,475
-9,400
| -18% | -$312K | 1.51% | 14 |
|
|
2020
Q1 | $1.49M | Buy |
51,875
+4,600
| +10% | +$171K | 1.41% | 16 |
|
|
2019
Q4 | $1.95M | Hold |
47,275
| – | – | 1.6% | 12 |
|
|
2019
Q3 | $1.83M | Hold |
47,275
| – | – | 1.47% | 14 |
|
|
2019
Q2 | $1.84M | Hold |
47,275
| – | – | 1.47% | 14 |
|
|
2019
Q1 | $1.79M | Hold |
47,275
| – | – | 1.49% | 13 |
|
|
2018
Q4 | $1.57M | Sell |
47,275
-690
| -1% | -$25.2K | 1.43% | 14 |
|
|
2018
Q3 | $1.93M | Buy |
47,965
+2,700
| +6% | +$109K | 1.53% | 13 |
|
|
2018
Q2 | $1.76M | Hold |
45,265
| – | – | 1.54% | 15 |
|
|
2018
Q1 | $1.7M | Sell |
45,265
-23,815
| -34% | -$911K | 1.44% | 16 |
|
|
2017
Q4 | $2.62M | Hold |
69,080
| – | – | 2.36% | 9 |
|
|
2017
Q3 | $2.47M | Buy |
69,080
+2,740
| +4% | +$95.4K | 2.27% | 10 |
|
|
2017
Q2 | $2.31M | Buy |
66,340
+6,380
| +11% | +$220K | 2.07% | 11 |
|
|
2017
Q1 | $2.05M | Sell |
59,960
-7,875
| -12% | -$268K | 2.05% | 10 |
|
|
2016
Q4 | $2.24M | Buy |
+67,835
| New | +$2.15M | 2.14% | 8 |
|
Other funds holding IJH
AUA Capital Management's IJH Position: Q1 2026 in Review
AUA Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 55,170 shares worth $3.73M. The position accounts for 1.9% of the portfolio, ranked #15.
AUA Capital Management first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- AUA Capital Management held 55,170 shares of iShares Core S&P Mid-Cap ETF worth $3.73M as of Q1 2026.
- AUA Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 1.9% of AUA Capital Management's portfolio in Q1 2026, its #15 holding.
- AUA Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.