Cape Investment Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Cape Investment Advisory's IJH Position: Q2 2026 in Review
Cape Investment Advisory opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 750 shares worth $57.8K. The stake represents 0.02% of the portfolio and ranks #458 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IJH as recently as Q4 2025.
Cape Investment Advisory first reported a position in IJH in Q1 2023 and has held it in 10 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Cape Investment Advisory held 750 shares of iShares Core S&P Mid-Cap ETF worth $57.8K as of Q2 2026.
- iShares Core S&P Mid-Cap ETF was a new Cape Investment Advisory position in Q2 2026.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #458 holding.
- Cape Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 10 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.