Bellwether Advisors’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
$6.54M Buy
96,803
+3,522
+4% +$244K 1.11% 20
2025
Q4
$6.16M Sell
93,281
-621
-0.7% -$40.7K 0.98% 20
2025
Q3
$6.13M Sell
93,902
-380
-0.4% -$24.4K 1.01% 16
2025
Q2
$5.85M Sell
94,282
-487
-0.5% -$28.6K 1% 24
2025
Q1
$5.53M Buy
94,769
+314
+0.3% +$19.5K 1.15% 20
2024
Q4
$5.89M Sell
94,455
-268
-0.3% -$17.2K 1.05% 19
2024
Q3
$5.9M Buy
94,723
+357
+0.4% +$21.5K 1.13% 23
2024
Q2
$5.52M Buy
94,366
+1,714
+2% +$101K 1.16% 18
2024
Q1
$5.63M Sell
92,652
-18
-0% -$1.02K 1.24% 18
2023
Q4
$5.14M Sell
92,670
-140
-0.2% -$7.1K 1.26% 21
2023
Q3
$4.63M Sell
92,810
-215
-0.2% -$11.3K 1.26% 20
2023
Q2
$4.86M Sell
93,025
-525
-0.6% -$26.1K 1.43% 12
2023
Q1
$4.68M Sell
93,550
-2,290
-2% -$117K 1.28% 10
2022
Q4
$4.64M Sell
95,840
-3,270
-3% -$158K 1.35% 11
2022
Q3
$4.35M Sell
99,110
-15,835
-14% -$766K 1.43% 14
2022
Q2
$5.2M Sell
114,945
-19,930
-15% -$984K 1.67% 11
2022
Q1
$7.24M Buy
134,875
+970
+0.7% +$51.6K 2.16% 11
2021
Q4
$7.58M Sell
133,905
-2,520
-2% -$140K 2.36% 9
2021
Q3
$7.19M Sell
136,425
-5,825
-4% -$313K 2.39% 9
2021
Q2
$7.64M Buy
142,250
+440
+0.3% +$23.8K 2.64% 8
2021
Q1
$7.38M Sell
141,810
-895
-0.6% -$44.7K 2.92% 7
2020
Q4
$6.56M Buy
+142,705
New +$6.01M 2.89% 9

Other funds holding IJH

Bellwether Advisors's IJH Position: Q1 2026 in Review

Bellwether Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q1 2026, buying an estimated $244K and bringing the position to 96,803 shares worth $6.54M. The position accounts for 1.11% of the portfolio, ranked #20.

Bellwether Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.64M in Q2 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Bellwether Advisors held 96,803 shares of iShares Core S&P Mid-Cap ETF worth $6.54M as of Q1 2026.
  • Bellwether Advisors bought 3,522 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $244K.
  • iShares Core S&P Mid-Cap ETF made up 1.11% of Bellwether Advisors's portfolio in Q1 2026, its #20 holding.
  • Bellwether Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Bellwether Advisors's iShares Core S&P Mid-Cap ETF position peaked at $7.64M in Q2 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.