Capital Analysts LLC’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
Q1 | $15M | Buy |
222,060
+3,990
| +2% | +$277K | 0.39% | 57 |
|
|
2025
Q4 | $14.4M | Buy |
218,070
+22,471
| +11% | +$1.47M | 0.4% | 59 |
|
|
2025
Q3 | $12.8M | Buy |
195,599
+10,377
| +6% | +$667K | 0.37% | 63 |
|
|
2025
Q2 | $11.5M | Buy |
185,222
+84,804
| +84% | +$4.98M | 0.38% | 60 |
|
|
2025
Q1 | $5.86M | Sell |
100,418
-909,073
| -90% | -$56.5M | 0.22% | 87 |
|
|
2024
Q4 | $62.9M | Buy |
1,009,491
+241
| +0% | +$15.5K | 2.53% | 5 |
|
|
2024
Q3 | $62.9M | Buy |
1,009,250
+15,768
| +2% | +$951K | 2.56% | 5 |
|
|
2024
Q2 | $58.1M | Buy |
993,482
+13,799
| +1% | +$811K | 2.57% | 5 |
|
|
2024
Q1 | $59.5M | Buy |
979,683
+24,438
| +3% | +$1.38M | 2.78% | 5 |
|
|
2023
Q4 | $52.9M | Sell |
955,245
-75,945
| -7% | -$3.85M | 2.67% | 5 |
|
|
2023
Q3 | $51.4M | Buy |
1,031,190
+7,390
| +0.7% | +$387K | 2.86% | 5 |
|
|
2023
Q2 | $53.5M | Buy |
1,023,800
+24,140
| +2% | +$1.2M | 2.98% | 6 |
|
|
2023
Q1 | $50M | Buy |
999,660
+31,555
| +3% | +$1.61M | 2.86% | 6 |
|
|
2022
Q4 | $46.8M | Buy |
968,105
+33,205
| +4% | +$1.6M | 2.86% | 7 |
|
|
2022
Q3 | $41M | Buy |
934,900
+5,730
| +0.6% | +$277K | 2.83% | 7 |
|
|
2022
Q2 | $42M | Buy |
929,170
+35,920
| +4% | +$1.77M | 2.92% | 7 |
|
|
2022
Q1 | $47.9M | Sell |
893,250
-1,250
| -0.1% | -$66.6K | 3.04% | 7 |
|
|
2021
Q4 | $50.6M | Sell |
894,500
-5,545
| -0.6% | -$309K | 3.07% | 5 |
|
|
2021
Q3 | $47.4M | Buy |
900,045
+31,625
| +4% | +$1.7M | 3.11% | 5 |
|
|
2021
Q2 | $46.7M | Sell |
868,420
-33,735
| -4% | -$1.82M | 3.13% | 5 |
|
|
2021
Q1 | $47M | Buy |
902,155
+90,515
| +11% | +$4.52M | 3.25% | 5 |
|
|
2020
Q4 | $37.3M | Sell |
811,640
-31,375
| -4% | -$1.32M | 3.28% | 7 |
|
|
2020
Q3 | $31.2M | Buy |
843,015
+31,630
| +4% | +$1.18M | 2.97% | 7 |
|
|
2020
Q2 | $28.9M | Sell |
811,385
-85,335
| -10% | -$2.83M | 3.03% | 7 |
|
|
2020
Q1 | $25.8M | Sell |
896,720
-56,785
| -6% | -$2.11M | 3.17% | 7 |
|
|
2019
Q4 | $39.3M | Buy |
953,505
+16,045
| +2% | +$636K | 3.88% | 5 |
|
|
2019
Q3 | $36.2M | Buy |
937,460
+22,995
| +3% | +$884K | 3.83% | 5 |
|
|
2019
Q2 | $35.5M | Sell |
914,465
-13,050
| -1% | -$500K | 3.87% | 6 |
|
|
2019
Q1 | $35.1M | Buy |
927,515
+35,600
| +4% | +$1.31M | 4.06% | 6 |
|
|
2018
Q4 | $29.6M | Sell |
891,915
-21,780
| -2% | -$795K | 3.89% | 7 |
|
|
2018
Q3 | $36.8M | Sell |
913,695
-5,500
| -0.6% | -$221K | 4.19% | 6 |
|
|
2018
Q2 | $35.8M | Buy |
919,195
+26,320
| +3% | +$1.02M | 4.26% | 5 |
|
|
2018
Q1 | $33.5M | Buy |
892,875
+17,410
| +2% | +$666K | 4.14% | 6 |
|
|
2017
Q4 | $33.2M | Buy |
875,465
+26,765
| +3% | +$990K | 4.16% | 5 |
|
|
2017
Q3 | $30.4M | Buy |
848,700
+44,845
| +6% | +$1.56M | 4.07% | 5 |
|
|
2017
Q2 | $28M | Buy |
803,855
+38,580
| +5% | +$1.33M | 3.99% | 5 |
|
|
2017
Q1 | $26.2M | Buy |
765,275
+728,585
| +1,986% | +$24.8M | 4.13% | 5 |
|
|
2016
Q4 | $1.21M | Buy |
36,690
+9,765
| +36% | +$310K | 0.21% | 86 |
|
|
2016
Q3 | $833K | Buy |
26,925
+4,575
| +20% | +$141K | 0.16% | 106 |
|
|
2016
Q2 | $668K | Sell |
22,350
-6,385
| -22% | -$187K | 0.13% | 120 |
|
|
2016
Q1 | $829K | Sell |
28,735
-2,975
| -9% | -$79.5K | 0.17% | 101 |
|
|
2015
Q4 | $884K | Buy |
31,710
+3,445
| +12% | +$98.4K | 0.18% | 108 |
|
|
2015
Q3 | $772K | Buy |
28,265
+650
| +2% | +$18.9K | 0.15% | 126 |
|
|
2015
Q2 | $828K | Sell |
27,615
-1,035
| -4% | -$31.6K | 0.17% | 116 |
|
|
2015
Q1 | $871K | Buy |
28,650
+810
| +3% | +$24K | 0.18% | 104 |
|
|
2014
Q4 | $806K | Buy |
27,840
+775
| +3% | +$21.8K | 0.18% | 106 |
|
|
2014
Q3 | $740K | Buy |
27,065
+5,815
| +27% | +$164K | 0.17% | 107 |
|
|
2014
Q2 | $608K | Buy |
21,250
+835
| +4% | +$22.9K | 0.15% | 107 |
|
|
2014
Q1 | $561K | Buy |
20,415
+1,930
| +10% | +$51.9K | 0.15% | 109 |
|
|
2013
Q4 | $495K | Buy |
18,485
+315
| +2% | +$8.13K | 0.13% | 108 |
|
|
2013
Q3 | $451K | Sell |
18,170
-845
| -4% | -$20.6K | 0.14% | 107 |
|
|
2013
Q2 | $439K | Buy |
+19,015
| New | +$441K | 0.14% | 108 |
|
Other funds holding IJH
Capital Analysts LLC's IJH Position: Q1 2026 in Review
Capital Analysts LLC increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q1 2026, buying an estimated $277K and bringing the position to 222,060 shares worth $15M. The position accounts for 0.39% of the portfolio, ranked #57.
Capital Analysts LLC first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $62.9M in Q4 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Capital Analysts LLC held 222,060 shares of iShares Core S&P Mid-Cap ETF worth $15M as of Q1 2026.
- Capital Analysts LLC bought 3,990 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $277K.
- iShares Core S&P Mid-Cap ETF made up 0.39% of Capital Analysts LLC's portfolio in Q1 2026, its #57 holding.
- Capital Analysts LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Capital Analysts LLC's iShares Core S&P Mid-Cap ETF position peaked at $62.9M in Q4 2024.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.