Cadia Private Client’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
Q2
$4.67M Sell
60,529
-2,013
-3% -$148K 3.35% 9
2026
Q1
$4.22M Sell
62,542
-3,507
-5% -$243K 3.43% 11
2025
Q4
$4.36M Buy
+66,049
New +$4.33M 3.46% 9

Other funds holding IJH

Cadia Private Client's IJH Position: Q2 2026 in Review

Cadia Private Client reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q2 2026, selling an estimated $148K and leaving 60,529 shares worth $4.67M. The position accounts for 3.35% of the portfolio, ranked #9.

Cadia Private Client first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Cadia Private Client held 60,529 shares of iShares Core S&P Mid-Cap ETF worth $4.67M as of Q2 2026.
  • Cadia Private Client sold 2,013 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $148K.
  • iShares Core S&P Mid-Cap ETF made up 3.35% of Cadia Private Client's portfolio in Q2 2026, its #9 holding.
  • Cadia Private Client first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.