Cadinha & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cadinha & Co’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Sell	24,509 -642	-3%	-$44.5K	0.31%	40
2025 Q4	$1.66M	Sell	25,151 -114	-0.5%	-$7.47K	0.26%	40
2025 Q3	$1.65M	Sell	25,265 -135	-0.5%	-$8.68K	0.22%	41
2025 Q2	$1.58M	Sell	25,400 -2,410	-9%	-$141K	0.26%	39
2025 Q1	$1.62M	Sell	27,810 -115	-0.4%	-$7.14K	0.35%	34
2024 Q4	$1.74M	Buy	27,925 +45	+0.2%	+$2.89K	0.29%	38
2024 Q3	$1.74M	Sell	27,880 -454	-2%	-$27.4K	0.3%	38
2024 Q2	$1.66M	Sell	28,334 -928	-3%	-$54.5K	0.31%	36
2024 Q1	$1.78M	Buy	29,262 +87	+0.3%	+$4.92K	0.31%	36
2023 Q4	$1.62M	Sell	29,175 -1,140	-4%	-$57.8K	0.26%	40
2023 Q3	$1.51M	Buy	30,315 +170	+0.6%	+$8.91K	0.33%	39
2023 Q2	$1.58M	Sell	30,145 -1,620	-5%	-$80.5K	0.29%	37
2023 Q1	$1.59M	Sell	31,765 -1,550	-5%	-$79K	0.44%	32
2022 Q4	$1.61M	Sell	33,315 -175	-0.5%	-$8.46K	0.36%	33
2022 Q3	$1.47M	Sell	33,490 -1,310	-4%	-$63.3K	0.49%	26
2022 Q2	$1.57M	Sell	34,800 -11,835	-25%	-$584K	0.35%	32
2022 Q1	$2.5M	Sell	46,635 -5,920	-11%	-$315K	0.36%	31
2021 Q4	$2.98M	Buy	52,555 +6,735	+15%	+$375K	0.4%	32
2021 Q3	$2.41M	Sell	45,820 -11,745	-20%	-$632K	0.34%	39
2021 Q2	$3.09M	Buy	57,565 +45	+0.1%	+$2.43K	0.42%	40
2021 Q1	$2.99M	Sell	57,520 -26,355	-31%	-$1.32M	0.43%	43
2020 Q4	$3.85M	Buy	83,875 +42,510	+103%	+$1.79M	0.53%	34
2020 Q3	$1.53M	Sell	41,365 -5,350	-11%	-$200K	0.27%	44
2020 Q2	$1.66M	Buy	46,715 +32,350	+225%	+$1.07M	0.28%	46
2020 Q1	$413K	Sell	14,365 -33,655	-70%	-$1.25M	0.11%	61
2019 Q4	$1.98M	Buy	48,020 +5,505	+13%	+$218K	0.28%	54
2019 Q3	$1.64M	Buy	42,515 +2,510	+6%	+$96.5K	0.27%	49
2019 Q2	$1.55M	Buy	40,005 +18,170	+83%	+$696K	0.28%	52
2019 Q1	$827K	Buy	21,835 +155	+0.7%	+$5.72K	0.16%	64
2018 Q4	$720K	Sell	21,680 -405,070	-95%	-$14.8M	0.18%	61
2018 Q3	$17.2M	Sell	426,750 -7,440	-2%	-$299K	2.72%	14
2018 Q2	$16.9M	Buy	434,190 +311,670	+254%	+$12M	3.1%	12
2018 Q1	$4.6M	Sell	122,520 -4,275	-3%	-$164K	0.93%	26
2017 Q4	$4.81M	Buy	126,795 +4,110	+3%	+$152K	0.66%	44
2017 Q3	$4.39M	Buy	122,685 +4,840	+4%	+$169K	0.75%	33
2017 Q2	$4.1M	Buy	117,845 +24,390	+26%	+$842K	0.72%	31
2017 Q1	$3.2M	Sell	93,455 -1,767,420	-95%	-$60.1M	0.63%	30
2016 Q4	$61.5M	Buy	1,860,875 +1,805,025	+3,232%	+$57.2M	10.58%	1
2016 Q3	$1.73M	Sell	55,850 -495	-0.9%	-$15.3K	0.35%	43
2016 Q2	$1.68M	Sell	56,345 -975	-2%	-$28.6K	0.36%	43
2016 Q1	$1.65M	Sell	57,320 -535	-0.9%	-$14.3K	0.43%	38
2015 Q4	$1.61M	Buy	57,855 +2,435	+4%	+$69.6K	0.38%	40
2015 Q3	$1.51M	Buy	55,420 +3,240	+6%	+$94.2K	0.37%	39
2015 Q2	$1.56M	Buy	52,180 +2,415	+5%	+$73.7K	0.31%	43
2015 Q1	$1.51M	Buy	49,765 +1,460	+3%	+$43.2K	0.3%	44
2014 Q4	$1.4M	Buy	48,305 +7,445	+18%	+$209K	0.24%	48
2014 Q3	$1.12M	Buy	40,860 +8,015	+24%	+$226K	0.2%	52
2014 Q2	$940K	Buy	32,845 +21,925	+201%	+$602K	0.16%	58
2014 Q1	$300K	Buy	+10,920	New	+$294K	0.05%	87

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cadinha & Co's IJH Position: Q1 2026 in Review

Cadinha & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q1 2026, selling an estimated $44.5K and leaving 24,509 shares worth $1.66M. The position accounts for 0.31% of the portfolio, ranked #40.

Cadinha & Co first reported a position in IJH in Q1 2014 and has held it in 49 quarters since. The position peaked at $61.5M in Q4 2016. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Cadinha & Co held 24,509 shares of iShares Core S&P Mid-Cap ETF worth $1.66M as of Q1 2026.
Cadinha & Co sold 642 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $44.5K.
iShares Core S&P Mid-Cap ETF made up 0.31% of Cadinha & Co's portfolio in Q1 2026, its #40 holding.
Cadinha & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
Cadinha & Co's iShares Core S&P Mid-Cap ETF position peaked at $61.5M in Q4 2016.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cadinha & Co's 13F filing for Q1 2026, filed 11 May 2026.