Bristlecone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.5M | Buy |
498,272
+6,737
| +1% | +$433K | 2.72% | 7 |
|
|
2025
Q2 | $30.5M | Sell |
491,535
-2,496
| -0.5% | -$147K | 2.56% | 8 |
|
|
2025
Q1 | $28.8M | Buy |
494,031
+2,488
| +0.5% | +$155K | 2.36% | 8 |
|
|
2024
Q4 | $30.6M | Sell |
491,543
-3,116
| -0.6% | -$200K | 2.39% | 8 |
|
|
2024
Q3 | $30.8M | Buy |
494,659
+5,499
| +1% | +$332K | 2.48% | 8 |
|
|
2024
Q2 | $28.6M | Buy |
489,160
+2,384
| +0.5% | +$140K | 2.44% | 8 |
|
|
2024
Q1 | $29.6M | Buy |
486,776
+54,696
| +13% | +$3.1M | 2.6% | 8 |
|
|
2023
Q4 | $24M | Sell |
432,080
-3,190
| -0.7% | -$162K | 2.42% | 8 |
|
|
2023
Q3 | $21.7M | Buy |
435,270
+11,095
| +3% | +$581K | 2.44% | 9 |
|
|
2023
Q2 | $22.2M | Sell |
424,175
-12,225
| -3% | -$608K | 2.23% | 11 |
|
|
2023
Q1 | $21.8M | Buy |
436,400
+33,980
| +8% | +$1.73M | 2.39% | 8 |
|
|
2022
Q4 | $19.5M | Buy |
402,420
+8,160
| +2% | +$394K | 2.39% | 8 |
|
|
2022
Q3 | $17.3M | Buy |
394,260
+2,375
| +0.6% | +$115K | 2.26% | 11 |
|
|
2022
Q2 | $17.7M | Buy |
391,885
+19,625
| +5% | +$969K | 2.19% | 12 |
|
|
2022
Q1 | $20M | Buy |
372,260
+2,485
| +0.7% | +$132K | 2.45% | 7 |
|
|
2021
Q4 | $20.9M | Sell |
369,775
-3,920
| -1% | -$218K | 2.51% | 7 |
|
|
2021
Q3 | $19.7M | Sell |
373,695
-22,165
| -6% | -$1.19M | 2.57% | 7 |
|
|
2021
Q2 | $21.3M | Buy |
395,860
+19,035
| +5% | +$1.03M | 2.88% | 7 |
|
|
2021
Q1 | $19.6M | Buy |
376,825
+12,580
| +3% | +$628K | 2.96% | 7 |
|
|
2020
Q4 | $16.7M | Buy |
364,245
+19,935
| +6% | +$840K | 2.66% | 7 |
|
|
2020
Q3 | $12.8M | Buy |
344,310
+15,515
| +5% | +$580K | 2.33% | 7 |
|
|
2020
Q2 | $11.7M | Buy |
328,795
+61,005
| +23% | +$2.03M | 2.37% | 7 |
|
|
2020
Q1 | $7.71M | Buy |
267,790
+21,295
| +9% | +$792K | 1.84% | 11 |
|
|
2019
Q4 | $10.1M | Buy |
246,495
+113,890
| +86% | +$4.51M | 2.04% | 9 |
|
|
2019
Q3 | $5.13M | Sell |
132,605
-23,000
| -15% | -$884K | 1.25% | 16 |
|
|
2019
Q2 | $6.05M | Buy |
155,605
+10,065
| +7% | +$386K | 1.44% | 13 |
|
|
2019
Q1 | $5.51M | Buy |
145,540
+9,420
| +7% | +$348K | 1.54% | 15 |
|
|
2018
Q4 | $4.52M | Sell |
136,120
-2,275
| -2% | -$83K | 1.36% | 17 |
|
|
2018
Q3 | $5.57M | Buy |
138,395
+53,120
| +62% | +$2.14M | 1.4% | 15 |
|
|
2018
Q2 | $3.32M | Sell |
85,275
-21,225
| -20% | -$820K | 1.11% | 20 |
|
|
2018
Q1 | $4M | Sell |
106,500
-29,325
| -22% | -$1.12M | 1.34% | 15 |
|
|
2017
Q4 | $5.16M | Sell |
135,825
-1,760
| -1% | -$65.1K | 1.63% | 11 |
|
|
2017
Q3 | $4.92M | Sell |
137,585
-1,690
| -1% | -$58.9K | 1.6% | 11 |
|
|
2017
Q2 | $4.84M | Sell |
139,275
-1,095
| -0.8% | -$37.8K | 1.64% | 11 |
|
|
2017
Q1 | $4.81M | Buy |
140,370
+2,300
| +2% | +$78.3K | 1.68% | 11 |
|
|
2016
Q4 | $4.57M | Sell |
138,070
-4,830
| -3% | -$153K | 1.63% | 11 |
|
|
2016
Q3 | $4.42M | Buy |
142,900
+375
| +0.3% | +$11.6K | 1.59% | 11 |
|
|
2016
Q2 | $4.26M | Sell |
142,525
-37,460
| -21% | -$1.1M | 1.57% | 13 |
|
|
2016
Q1 | $5.19M | Sell |
179,985
-11,695
| -6% | -$312K | 2.06% | 9 |
|
|
2015
Q4 | $5.34M | Buy |
+191,680
| New | +$5.48M | 2.26% | 8 |
|
Other funds holding IJH
Bristlecone Advisors's IJH Position: Q3 2025 in Review
Bristlecone Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q3 2025, buying an estimated $433K and bringing the position to 498,272 shares worth $32.5M. The position accounts for 2.72% of the portfolio, ranked #7.
Bristlecone Advisors first reported a position in IJH in Q4 2015 and has held it in 40 quarters since. 2,446 funds tracked by Wall St. Rank hold IJH as of Q3 2025.
- Bristlecone Advisors held 498,272 shares of iShares Core S&P Mid-Cap ETF worth $32.5M as of Q3 2025.
- Bristlecone Advisors bought 6,737 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $433K.
- iShares Core S&P Mid-Cap ETF made up 2.72% of Bristlecone Advisors's portfolio in Q3 2025, its #7 holding.
- Bristlecone Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 40 quarters since.
- 2,446 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.
Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.