Baldwin Wealth Partners’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
Q3 | – | Sell |
-3,200
| Closed | -$247K | – | 239 |
|
|
2026
Q2 | $247K | Hold |
3,200
| – | – | 0.02% | 205 |
|
|
2026
Q1 | $216K | Hold |
3,200
| – | – | 0.02% | 211 |
|
|
2025
Q4 | $211K | Buy |
+3,200
| New | +$210K | 0.01% | 235 |
|
|
2024
Q4 | – | Sell |
-2,850
| Closed | -$178K | – | 615 |
|
|
2024
Q3 | $178K | Sell |
2,850
-255
| -8% | -$15.4K | 0.01% | 347 |
|
|
2024
Q2 | $182K | Sell |
3,105
-2,240
| -42% | -$132K | 0.01% | 212 |
|
|
2024
Q1 | $325K | Sell |
5,345
-6,600
| -55% | -$374K | 0.02% | 176 |
|
|
2023
Q4 | $662K | Sell |
11,945
-105
| -0.9% | -$5.33K | 0.05% | 124 |
|
|
2023
Q3 | $601K | Sell |
12,050
-125
| -1% | -$6.55K | 0.05% | 132 |
|
|
2023
Q2 | $637K | Hold |
12,175
| – | – | 0.05% | 137 |
|
|
2023
Q1 | $609K | Hold |
12,175
| – | – | 0.05% | 140 |
|
|
2022
Q4 | $589K | Sell |
12,175
-400
| -3% | -$19.3K | 0.05% | 142 |
|
|
2022
Q3 | $551K | Buy |
12,575
+100
| +0.8% | +$4.84K | 0.08% | 91 |
|
|
2022
Q2 | $564K | Hold |
12,475
| – | – | 0.07% | 97 |
|
|
2022
Q1 | $670K | Buy |
12,475
+2,760
| +28% | +$147K | 0.07% | 95 |
|
|
2021
Q4 | $550K | Hold |
9,715
| – | – | 0.06% | 116 |
|
|
2021
Q3 | $511K | Sell |
9,715
-345
| -3% | -$18.6K | 0.06% | 110 |
|
|
2021
Q2 | $541K | Hold |
10,060
| – | – | 0.06% | 111 |
|
|
2021
Q1 | $524K | Buy |
10,060
+610
| +6% | +$30.5K | 0.06% | 103 |
|
|
2020
Q4 | $434K | Hold |
9,450
| – | – | 0.05% | 114 |
|
|
2020
Q3 | $350K | Hold |
9,450
| – | – | 0.05% | 126 |
|
|
2020
Q2 | $336K | Sell |
9,450
-275
| -3% | -$9.13K | 0.05% | 121 |
|
|
2020
Q1 | $280K | Hold |
9,725
| – | – | 0.05% | 126 |
|
|
2019
Q4 | $400K | Buy |
9,725
+200
| +2% | +$7.93K | 0.06% | 125 |
|
|
2019
Q3 | $368K | Sell |
9,525
-715
| -7% | -$27.5K | 0.06% | 129 |
|
|
2019
Q2 | $398K | Sell |
10,240
-2,940
| -22% | -$113K | 0.06% | 138 |
|
|
2019
Q1 | $499K | Sell |
13,180
-2,120
| -14% | -$78.3K | 0.07% | 125 |
|
|
2018
Q4 | $508K | Buy |
+15,300
| New | +$558K | 0.09% | 115 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$19K | – | 528 |
|
|
2018
Q2 | $19K | Hold |
500
| – | – | ﹤0.01% | 406 |
|
|
2018
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $19K | Hold |
500
| – | – | ﹤0.01% | 379 |
|
|
2017
Q3 | $18K | Sell |
500
-625
| -56% | -$21.8K | ﹤0.01% | 379 |
|
|
2017
Q2 | $39K | Hold |
1,125
| – | – | 0.01% | 319 |
|
|
2017
Q1 | $39K | Sell |
1,125
-875
| -44% | -$29.8K | 0.01% | 313 |
|
|
2016
Q4 | $66K | Hold |
2,000
| – | – | 0.01% | 267 |
|
|
2016
Q3 | $62K | Hold |
2,000
| – | – | 0.01% | 280 |
|
|
2016
Q2 | $60K | Sell |
2,000
-160
| -7% | -$4.69K | 0.01% | 256 |
|
|
2016
Q1 | $62K | Buy |
+2,160
| New | +$57.7K | 0.01% | 285 |
|
Other funds holding IJH
Baldwin Wealth Partners's IJH Position: Q3 2026 in Review
Baldwin Wealth Partners sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 3,200 shares — an estimated $247K sold.
Baldwin Wealth Partners first reported a position in IJH in Q1 2016 and held it in 37 quarters. The position peaked at $670K in Q1 2022. 2,010 funds tracked by Wall St. Rank hold IJH as of Q3 2026.
- Baldwin Wealth Partners reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
- Baldwin Wealth Partners sold 3,200 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $247K.
- Baldwin Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and held it in 37 quarters.
- Baldwin Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $670K in Q1 2022.
- 2,010 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.
Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.