Avalon Trust’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
$376K Hold
5,562
0.03% 109
2025
Q4
$367K Buy
5,562
+148
+3% +$9.7K 0.02% 112
2025
Q3
$353K Hold
5,414
0.02% 122
2025
Q2
$336K Buy
5,414
+3,759
+227% +$221K 0.02% 112
2025
Q1
$96.6K Hold
1,655
0.01% 189
2024
Q4
$103K Hold
1,655
0.01% 165
2024
Q3
$103K Hold
1,655
0.01% 161
2024
Q2
$96.9K Hold
1,655
0.01% 171
2024
Q1
$101K Hold
1,655
0.01% 174
2023
Q4
$91.7K Buy
+1,655
New +$83.9K 0.01% 169

Other funds holding IJH

Avalon Trust's IJH Position: Q1 2026 in Review

Avalon Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,562 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #109.

Avalon Trust first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Avalon Trust held 5,562 shares of iShares Core S&P Mid-Cap ETF worth $376K as of Q1 2026.
  • Avalon Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Avalon Trust's portfolio in Q1 2026, its #109 holding.
  • Avalon Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.