Capital Advisory Group Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Capital Advisory Group Advisory Services's IJH Position: Q1 2026 in Review
Capital Advisory Group Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 95% in Q1 2026, selling an estimated $4.73M and leaving 3,267 shares worth $221K. The position accounts for 9.8% of the portfolio, ranked #5.
Capital Advisory Group Advisory Services first reported a position in IJH in Q1 2018 and has held it in 33 quarters since. The position peaked at $13.7M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Capital Advisory Group Advisory Services held 3,267 shares of iShares Core S&P Mid-Cap ETF worth $221K as of Q1 2026.
- Capital Advisory Group Advisory Services sold 68,188 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.73M.
- iShares Core S&P Mid-Cap ETF made up 9.8% of Capital Advisory Group Advisory Services's portfolio in Q1 2026, its #5 holding.
- Capital Advisory Group Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- Capital Advisory Group Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $13.7M in Q4 2019.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.