Capital Asset Advisory Services’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
$65.6M Buy
894,526
+22,360
+3% +$1.55M 2.52% 8
2025
Q4
$60M Buy
872,166
+36,381
+4% +$2.38M 2.41% 11
2025
Q3
$54.5M Buy
835,785
+59,555
+8% +$3.83M 2.36% 11
2025
Q2
$48.7M Buy
776,230
+91,821
+13% +$5.39M 2.28% 13
2025
Q1
$40.8M Buy
684,409
+12,936
+2% +$803K 2.08% 12
2024
Q4
$42.2M Buy
671,473
+9,892
+1% +$634K 2.08% 11
2024
Q3
$40.9M Buy
661,581
+3,189
+0.5% +$192K 2.05% 12
2024
Q2
$38M Buy
658,392
+43,890
+7% +$2.58M 2.06% 12
2024
Q1
$36.7M Buy
614,502
+38,202
+7% +$2.16M 2.1% 12
2023
Q4
$31.9M Buy
576,300
+68,050
+13% +$3.45M 1.98% 13
2023
Q3
$25.4M Buy
508,250
+63,345
+14% +$3.32M 1.74% 17
2023
Q2
$23.7M Buy
444,905
+11,915
+3% +$592K 1.66% 16
2023
Q1
$21.7M Buy
432,990
+36,115
+9% +$1.84M 1.61% 16
2022
Q4
$19.1M Buy
396,875
+140,330
+55% +$6.78M 1.53% 16
2022
Q3
$11.3M Sell
256,545
-71,805
-22% -$3.47M 1.46% 12
2022
Q2
$14.9M Buy
328,350
+17,570
+6% +$867K 1.64% 14
2022
Q1
$16.7M Buy
310,780
+2,790
+0.9% +$149K 1.77% 12
2021
Q4
$17.4M Buy
307,990
+295
+0.1% +$16.4K 1.85% 10
2021
Q3
$16.2M Buy
307,695
+1,900
+0.6% +$102K 1.8% 12
2021
Q2
$16.4M Sell
305,795
-1,525
-0.5% -$82.3K 1.8% 10
2021
Q1
$16M Buy
307,320
+56,010
+22% +$2.8M 2.39% 7
2020
Q4
$11.6M Sell
251,310
-6,525
-3% -$275K 2.05% 8
2020
Q3
$9.56M Sell
257,835
-6,000
-2% -$224K 2% 9
2020
Q2
$10.2M Buy
263,835
+3,820
+1% +$127K 2.2% 8
2020
Q1
$8.05M Buy
260,015
+62,075
+31% +$2.31M 2.14% 9
2019
Q4
$8.22M Buy
+197,940
New +$7.84M 1.93% 8

Other funds holding IJH

Capital Asset Advisory Services's IJH Position: Q1 2026 in Review

Capital Asset Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q1 2026, buying an estimated $1.55M and bringing the position to 894,526 shares worth $65.6M. The position accounts for 2.52% of the portfolio, ranked #8.

Capital Asset Advisory Services first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Capital Asset Advisory Services held 894,526 shares of iShares Core S&P Mid-Cap ETF worth $65.6M as of Q1 2026.
  • Capital Asset Advisory Services bought 22,360 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.55M.
  • iShares Core S&P Mid-Cap ETF made up 2.52% of Capital Asset Advisory Services's portfolio in Q1 2026, its #8 holding.
  • Capital Asset Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.