Bigelow Investment 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 | $7.02M | Buy |
104,018
+3,553
| +4% | +$246K | 2.81% | 5 |
|
|
2025
Q4 | $6.63M | Buy |
100,465
+3,675
| +4% | +$241K | 2.59% | 6 |
|
|
2025
Q3 | $6.32M | Sell |
96,790
-3,890
| -4% | -$250K | 2.55% | 6 |
|
|
2025
Q2 | $6.24M | Sell |
100,680
-1,303
| -1% | -$76.5K | 2.75% | 6 |
|
|
2025
Q1 | $5.95M | Buy |
101,983
+1,929
| +2% | +$120K | 2.83% | 6 |
|
|
2024
Q4 | $6.23M | Sell |
100,054
-2,838
| -3% | -$182K | 2.93% | 5 |
|
|
2024
Q3 | $6.41M | Buy |
102,892
+4,113
| +4% | +$248K | 2.86% | 5 |
|
|
2024
Q2 | $5.78M | Buy |
98,779
+4,422
| +5% | +$260K | 2.76% | 6 |
|
|
2024
Q1 | $5.73M | Buy |
94,357
+6,877
| +8% | +$389K | 2.82% | 5 |
|
|
2023
Q4 | $4.85M | Sell |
87,480
-330
| -0.4% | -$16.7K | 2.62% | 6 |
|
|
2023
Q3 | $4.38M | Buy |
87,810
+660
| +0.8% | +$34.6K | 2.51% | 6 |
|
|
2023
Q2 | $4.56M | Buy |
87,150
+1,980
| +2% | +$98.4K | 2.49% | 6 |
|
|
2023
Q1 | $4.26M | Buy |
85,170
+3,605
| +4% | +$184K | 2.45% | 6 |
|
|
2022
Q4 | $3.95M | Buy |
81,565
+9,445
| +13% | +$456K | 2.29% | 6 |
|
|
2022
Q3 | $3.16M | Buy |
72,120
+6,155
| +9% | +$298K | 1.89% | 10 |
|
|
2022
Q2 | $2.98M | Buy |
65,965
+2,455
| +4% | +$121K | 1.64% | 14 |
|
|
2022
Q1 | $3.41M | Buy |
63,510
+2,335
| +4% | +$124K | 1.59% | 13 |
|
|
2021
Q4 | $3.46M | Buy |
61,175
+470
| +0.8% | +$26.2K | 1.57% | 14 |
|
|
2021
Q3 | $3.19M | Sell |
60,705
-10,345
| -15% | -$557K | 1.57% | 13 |
|
|
2021
Q2 | $3.82M | Buy |
71,050
+5
| +0% | +$270 | 1.85% | 13 |
|
|
2021
Q1 | $3.7M | Sell |
71,045
-2,800
| -4% | -$140K | 1.87% | 12 |
|
|
2020
Q4 | $3.39M | Sell |
73,845
-7,160
| -9% | -$302K | 1.8% | 12 |
|
|
2020
Q3 | $3M | Sell |
81,005
-2,290
| -3% | -$85.6K | 1.78% | 12 |
|
|
2020
Q2 | $2.96M | Sell |
83,295
-16,500
| -17% | -$548K | 1.92% | 11 |
|
|
2020
Q1 | $2.87M | Sell |
99,795
-11,465
| -10% | -$426K | 2.15% | 9 |
|
|
2019
Q4 | $4.58M | Sell |
111,260
-230
| -0.2% | -$9.12K | 2.68% | 7 |
|
|
2019
Q3 | $4.31M | Buy |
111,490
+1,900
| +2% | +$73K | 2.74% | 6 |
|
|
2019
Q2 | $4.26M | Buy |
109,590
+6,945
| +7% | +$266K | 2.85% | 6 |
|
|
2019
Q1 | $3.89M | Buy |
102,645
+6,825
| +7% | +$252K | 2.7% | 6 |
|
|
2018
Q4 | $3.18M | Buy |
95,820
+5,470
| +6% | +$200K | 2.38% | 6 |
|
|
2018
Q3 | $3.64M | Buy |
90,350
+655
| +0.7% | +$26.3K | 2.45% | 7 |
|
|
2018
Q2 | $3.49M | Buy |
89,695
+6,485
| +8% | +$251K | 2.39% | 7 |
|
|
2018
Q1 | $3.12M | Sell |
83,210
-50
| -0.1% | -$1.91K | 2.12% | 7 |
|
|
2017
Q4 | $3.16M | Buy |
+83,260
| New | +$3.08M | 3.15% | 6 |
|
Other funds holding IJH
Bigelow Investment Advisors's IJH Position: Q1 2026 in Review
Bigelow Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, buying an estimated $246K and bringing the position to 104,018 shares worth $7.02M. The position accounts for 2.81% of the portfolio, ranked #5.
Bigelow Investment Advisors first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Bigelow Investment Advisors held 104,018 shares of iShares Core S&P Mid-Cap ETF worth $7.02M as of Q1 2026.
- Bigelow Investment Advisors bought 3,553 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $246K.
- iShares Core S&P Mid-Cap ETF made up 2.81% of Bigelow Investment Advisors's portfolio in Q1 2026, its #5 holding.
- Bigelow Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.