Capital Advisors Ltd’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 | $3.3M | Buy |
42,828
+2,050
| +5% | +$150K | 0.33% | 50 |
|
|
2026
Q1 | $2.75M | Buy |
40,778
+1,889
| +5% | +$131K | 0.31% | 54 |
|
|
2025
Q4 | $2.57M | Sell |
38,889
-259
| -0.7% | -$17K | 0.29% | 54 |
|
|
2025
Q3 | $2.56M | Sell |
39,148
-26
| -0.1% | -$1.67K | 0.29% | 53 |
|
|
2025
Q2 | $2.43M | Sell |
39,174
-1,975
| -5% | -$116K | 0.3% | 53 |
|
|
2025
Q1 | $2.4M | Buy |
41,149
+574
| +1% | +$35.6K | 0.32% | 49 |
|
|
2024
Q4 | $2.53M | Buy |
40,575
+878
| +2% | +$56.3K | 0.32% | 49 |
|
|
2024
Q3 | $2.47M | Buy |
39,697
+549
| +1% | +$33.1K | 0.31% | 47 |
|
|
2024
Q2 | $2.29M | Sell |
39,148
-185
| -0.5% | -$10.9K | 0.3% | 53 |
|
|
2024
Q1 | $2.39M | Sell |
39,333
-922
| -2% | -$52.2K | 0.31% | 51 |
|
|
2023
Q4 | $2.23M | Buy |
40,255
+120
| +0.3% | +$6.09K | 0.31% | 50 |
|
|
2023
Q3 | $2M | Sell |
40,135
-1,675
| -4% | -$87.8K | 0.31% | 52 |
|
|
2023
Q2 | $2.19M | Buy |
41,810
+1,465
| +4% | +$72.8K | 0.33% | 50 |
|
|
2023
Q1 | $2.02M | Sell |
40,345
-415
| -1% | -$21.1K | 0.33% | 49 |
|
|
2022
Q4 | $1.97M | Buy |
40,760
+4,100
| +11% | +$198K | 0.34% | 51 |
|
|
2022
Q3 | $1.61M | Buy |
36,660
+2,900
| +9% | +$140K | 0.31% | 56 |
|
|
2022
Q2 | $1.53M | Buy |
33,760
+385
| +1% | +$19K | 0.29% | 62 |
|
|
2022
Q1 | $1.79M | Buy |
33,375
+990
| +3% | +$52.7K | 0.3% | 57 |
|
|
2021
Q4 | $1.83M | Buy |
32,385
+1,460
| +5% | +$81.3K | 0.3% | 59 |
|
|
2021
Q3 | $1.63M | Buy |
30,925
+795
| +3% | +$42.8K | 0.29% | 59 |
|
|
2021
Q2 | $1.62M | Buy |
30,130
+1,910
| +7% | +$103K | 0.29% | 58 |
|
|
2021
Q1 | $1.47M | Hold |
28,220
| – | – | 0.27% | 60 |
|
|
2020
Q4 | $1.3M | Sell |
28,220
-240
| -0.8% | -$10.1K | 0.29% | 60 |
|
|
2020
Q3 | $1.05M | Sell |
28,460
-335
| -1% | -$12.5K | 0.26% | 64 |
|
|
2020
Q2 | $1.02M | Sell |
28,795
-60
| -0.2% | -$1.99K | 0.27% | 67 |
|
|
2020
Q1 | $830K | Buy |
28,855
+4,580
| +19% | +$170K | 0.26% | 66 |
|
|
2019
Q4 | $999K | Buy |
24,275
+290
| +1% | +$11.5K | 0.25% | 59 |
|
|
2019
Q3 | $909K | Buy |
23,985
+1,365
| +6% | +$52.5K | 0.25% | 65 |
|
|
2019
Q2 | $879K | Buy |
22,620
+70
| +0.3% | +$2.68K | 0.25% | 58 |
|
|
2019
Q1 | $854K | Sell |
22,550
-235
| -1% | -$8.68K | 0.23% | 62 |
|
|
2018
Q4 | $757K | Sell |
22,785
-1,175
| -5% | -$42.9K | 0.22% | 68 |
|
|
2018
Q3 | $965K | Buy |
23,960
+1,280
| +6% | +$51.5K | 0.27% | 53 |
|
|
2018
Q2 | $884K | Buy |
22,680
+3,930
| +21% | +$152K | 0.28% | 57 |
|
|
2018
Q1 | $703K | Buy |
18,750
+775
| +4% | +$29.6K | 0.23% | 65 |
|
|
2017
Q4 | $682K | Buy |
17,975
+825
| +5% | +$30.5K | 0.23% | 64 |
|
|
2017
Q3 | $614K | Buy |
17,150
+285
| +2% | +$9.93K | 0.22% | 70 |
|
|
2017
Q2 | $587K | Buy |
16,865
+185
| +1% | +$6.39K | 0.22% | 66 |
|
|
2017
Q1 | $571K | Buy |
16,680
+835
| +5% | +$28.4K | 0.22% | 62 |
|
|
2016
Q4 | $524K | Sell |
15,845
-75
| -0.5% | -$2.38K | 0.22% | 63 |
|
|
2016
Q3 | $493K | Sell |
15,920
-2,250
| -12% | -$69.5K | 0.22% | 64 |
|
|
2016
Q2 | $543K | Buy |
18,170
+5
| +0% | +$147 | 0.26% | 54 |
|
|
2016
Q1 | $524K | Sell |
18,165
-3,820
| -17% | -$102K | 0.26% | 53 |
|
|
2015
Q4 | $613K | Buy |
21,985
+3,955
| +22% | +$113K | 0.32% | 50 |
|
|
2015
Q3 | $493K | Buy |
18,030
+2,500
| +16% | +$72.7K | 0.27% | 55 |
|
|
2015
Q2 | $466K | Buy |
15,530
+640
| +4% | +$19.5K | 0.24% | 56 |
|
|
2015
Q1 | $453K | Buy |
14,890
+1,535
| +11% | +$45.4K | 0.23% | 57 |
|
|
2014
Q4 | $387K | Buy |
13,355
+4,005
| +43% | +$113K | 0.21% | 62 |
|
|
2014
Q3 | $255K | Buy |
9,350
+3,055
| +49% | +$86.1K | 0.15% | 79 |
|
|
2014
Q2 | $180K | Sell |
6,295
-445
| -7% | -$12.2K | 0.1% | 108 |
|
|
2014
Q1 | $185K | Buy |
6,740
+350
| +5% | +$9.42K | 0.11% | 100 |
|
|
2013
Q4 | $171K | Buy |
+6,390
| New | +$165K | 0.11% | 90 |
|
Other funds holding IJH
Capital Advisors Ltd's IJH Position: Q2 2026 in Review
Capital Advisors Ltd increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, buying an estimated $150K and bringing the position to 42,828 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #50.
Capital Advisors Ltd first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Capital Advisors Ltd held 42,828 shares of iShares Core S&P Mid-Cap ETF worth $3.3M as of Q2 2026.
- Capital Advisors Ltd bought 2,050 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $150K.
- iShares Core S&P Mid-Cap ETF made up 0.33% of Capital Advisors Ltd's portfolio in Q2 2026, its #50 holding.
- Capital Advisors Ltd first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.