Bartlett & Co Wealth 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 | $78.4M | Buy |
1,084,242
+224,632
| +26% | +$15.6M | 1% | 29 |
|
|
2025
Q4 | $56.7M | Buy |
859,610
+46,908
| +6% | +$3.07M | 0.74% | 38 |
|
|
2025
Q3 | $53M | Buy |
812,702
+41,290
| +5% | +$2.65M | 0.7% | 41 |
|
|
2025
Q2 | $47.8M | Buy |
771,412
+116,482
| +18% | +$6.84M | 0.67% | 48 |
|
|
2025
Q1 | $38.2M | Buy |
654,930
+45,640
| +7% | +$2.83M | 0.56% | 51 |
|
|
2024
Q4 | $38M | Buy |
609,290
+38,248
| +7% | +$2.45M | 0.55% | 51 |
|
|
2024
Q3 | $35.6M | Buy |
571,042
+185,573
| +48% | +$11.2M | 0.51% | 52 |
|
|
2024
Q2 | $22.6M | Buy |
385,469
+66,068
| +21% | +$3.88M | 0.34% | 63 |
|
|
2024
Q1 | $19.4M | Buy |
319,401
+56,481
| +21% | +$3.2M | 0.3% | 70 |
|
|
2023
Q4 | $14.7M | Buy |
262,920
+151,665
| +136% | +$7.69M | 0.24% | 78 |
|
|
2023
Q3 | $5.57M | Buy |
111,255
+9,300
| +9% | +$487K | 0.1% | 124 |
|
|
2023
Q2 | $5.33M | Sell |
101,955
-1,300
| -1% | -$64.6K | 0.09% | 131 |
|
|
2023
Q1 | $5.17M | Buy |
103,255
+7,420
| +8% | +$378K | 0.1% | 126 |
|
|
2022
Q4 | $4.64M | Buy |
95,835
+3,040
| +3% | +$147K | 0.09% | 136 |
|
|
2022
Q3 | $4.07M | Buy |
92,795
+5,970
| +7% | +$289K | 0.09% | 136 |
|
|
2022
Q2 | $3.93M | Buy |
86,825
+8,830
| +11% | +$436K | 0.08% | 139 |
|
|
2022
Q1 | $4.19M | Buy |
77,995
+1,760
| +2% | +$93.7K | 0.07% | 139 |
|
|
2021
Q4 | $4.32M | Buy |
76,235
+7,720
| +11% | +$430K | 0.07% | 136 |
|
|
2021
Q3 | $3.6M | Buy |
68,515
+6,435
| +10% | +$346K | 0.07% | 139 |
|
|
2021
Q2 | $3.34M | Buy |
62,080
+6,130
| +11% | +$331K | 0.06% | 145 |
|
|
2021
Q1 | $2.91M | Buy |
55,950
+15,265
| +38% | +$762K | 0.06% | 148 |
|
|
2020
Q4 | $1.87M | Buy |
40,685
+705
| +2% | +$29.7K | 0.04% | 172 |
|
|
2020
Q3 | $1.48M | Buy |
39,980
+4,355
| +12% | +$163K | 0.03% | 175 |
|
|
2020
Q2 | $1.27M | Buy |
35,625
+8,600
| +32% | +$286K | 0.03% | 182 |
|
|
2020
Q1 | $778K | Sell |
27,025
-2,930
| -10% | -$109K | 0.02% | 203 |
|
|
2019
Q4 | $1.23M | Buy |
29,955
+3,500
| +13% | +$139K | 0.03% | 196 |
|
|
2019
Q3 | $1.02M | Buy |
26,455
+4,280
| +19% | +$164K | 0.03% | 205 |
|
|
2019
Q2 | $862K | Hold |
22,175
| – | – | 0.03% | 176 |
|
|
2019
Q1 | $840K | Sell |
22,175
-285
| -1% | -$10.5K | 0.03% | 176 |
|
|
2018
Q4 | $746K | Sell |
22,460
-5,460
| -20% | -$199K | 0.03% | 179 |
|
|
2018
Q3 | $1.13M | Buy |
27,920
+12,840
| +85% | +$516K | 0.04% | 161 |
|
|
2018
Q2 | $590K | Buy |
15,080
+1,435
| +11% | +$55.4K | 0.02% | 192 |
|
|
2018
Q1 | $512K | Buy |
+13,645
| New | +$522K | 0.02% | 195 |
|
Other funds holding IJH
Bartlett & Co Wealth Management's IJH Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q1 2026, buying an estimated $15.6M and bringing the position to 1,084,242 shares worth $78.4M. The position accounts for 1% of the portfolio, ranked #29.
Bartlett & Co Wealth Management first reported a position in IJH in Q1 2018 and has held it in 33 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Bartlett & Co Wealth Management held 1,084,242 shares of iShares Core S&P Mid-Cap ETF worth $78.4M as of Q1 2026.
- Bartlett & Co Wealth Management bought 224,632 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $15.6M.
- iShares Core S&P Mid-Cap ETF made up 1% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #29 holding.
- Bartlett & Co Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.