Capital Investment 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
Q2 | $1.16M | Buy |
15,095
+868
| +6% | +$63.7K | 0.07% | 277 |
|
|
2026
Q1 | $961K | Sell |
14,227
-103,733
| -88% | -$7.2M | 0.07% | 263 |
|
|
2025
Q4 | $7.79M | Buy |
117,960
+1,135
| +1% | +$74.3K | 0.55% | 41 |
|
|
2025
Q3 | $7.62M | Sell |
116,825
-4,869
| -4% | -$313K | 0.6% | 35 |
|
|
2025
Q2 | $7.55M | Buy |
121,694
+4,151
| +4% | +$244K | 0.62% | 33 |
|
|
2025
Q1 | $6.86M | Buy |
117,543
+1,795
| +2% | +$111K | 0.61% | 34 |
|
|
2024
Q4 | $7.21M | Sell |
115,748
-1,405
| -1% | -$90.1K | 0.69% | 30 |
|
|
2024
Q3 | $7.3M | Buy |
117,153
+669
| +0.6% | +$40.3K | 0.69% | 32 |
|
|
2024
Q2 | $6.82M | Sell |
116,484
-7,111
| -6% | -$418K | 0.7% | 32 |
|
|
2024
Q1 | $7.51M | Buy |
123,595
+2,240
| +2% | +$127K | 0.8% | 19 |
|
|
2023
Q4 | $6.73M | Buy |
121,355
+395
| +0.3% | +$20K | 0.62% | 28 |
|
|
2023
Q3 | $6.03M | Sell |
120,960
-140
| -0.1% | -$7.34K | 0.59% | 26 |
|
|
2023
Q2 | $6.33M | Buy |
121,100
+10,260
| +9% | +$510K | 0.63% | 24 |
|
|
2023
Q1 | $5.55M | Sell |
110,840
-9,490
| -8% | -$483K | 0.65% | 27 |
|
|
2022
Q4 | $5.82M | Sell |
120,330
-6,360
| -5% | -$307K | 0.69% | 26 |
|
|
2022
Q3 | $5.56M | Sell |
126,690
-5,780
| -4% | -$279K | 0.72% | 25 |
|
|
2022
Q2 | $5.99M | Sell |
132,470
-1,620
| -1% | -$80K | 0.73% | 23 |
|
|
2022
Q1 | $7.2M | Buy |
134,090
+4,600
| +4% | +$245K | 0.78% | 17 |
|
|
2021
Q4 | $7.33M | Buy |
129,490
+4,705
| +4% | +$262K | 0.87% | 19 |
|
|
2021
Q3 | $6.57M | Buy |
124,785
+4,430
| +4% | +$238K | 0.83% | 19 |
|
|
2021
Q2 | $6.47M | Buy |
120,355
+1,585
| +1% | +$85.6K | 0.81% | 21 |
|
|
2021
Q1 | $6.18M | Buy |
118,770
+13,785
| +13% | +$688K | 0.87% | 20 |
|
|
2020
Q4 | $4.83M | Buy |
104,985
+50,495
| +93% | +$2.13M | 0.72% | 27 |
|
|
2020
Q3 | $2.02M | Sell |
54,490
-16,465
| -23% | -$616K | 0.38% | 63 |
|
|
2020
Q2 | $2.52M | Buy |
70,955
+17,430
| +33% | +$579K | 0.51% | 45 |
|
|
2020
Q1 | $1.54M | Buy |
53,525
+24,750
| +86% | +$920K | 0.38% | 58 |
|
|
2019
Q4 | $1.19M | Buy |
28,775
+1,895
| +7% | +$75.1K | 0.32% | 67 |
|
|
2019
Q3 | $1.04M | Buy |
26,880
+665
| +3% | +$25.6K | 0.29% | 70 |
|
|
2019
Q2 | $1.01M | Buy |
26,215
+2,745
| +12% | +$105K | 0.31% | 69 |
|
|
2019
Q1 | $889K | Buy |
23,470
+935
| +4% | +$34.5K | 0.33% | 55 |
|
|
2018
Q4 | $748K | Buy |
22,535
+1,020
| +5% | +$37.2K | 0.32% | 62 |
|
|
2018
Q3 | $866K | Buy |
21,515
+3,375
| +19% | +$136K | 0.41% | 58 |
|
|
2018
Q2 | $707K | Buy |
18,140
+5,790
| +47% | +$224K | 0.35% | 74 |
|
|
2018
Q1 | $463K | Buy |
12,350
+2,920
| +31% | +$112K | 0.26% | 98 |
|
|
2017
Q4 | $358K | Sell |
9,430
-35
| -0.4% | -$1.29K | 0.21% | 121 |
|
|
2017
Q3 | $339K | Sell |
9,465
-2,875
| -23% | -$100K | 0.21% | 119 |
|
|
2017
Q2 | $429K | Buy |
12,340
+335
| +3% | +$11.6K | 0.28% | 88 |
|
|
2017
Q1 | $411K | Buy |
12,005
+1,630
| +16% | +$55.5K | 0.3% | 84 |
|
|
2016
Q4 | $343K | Buy |
+10,375
| New | +$329K | 0.3% | 85 |
|
Other funds holding IJH
Capital Investment Advisory Services's IJH Position: Q2 2026 in Review
Capital Investment Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.1% in Q2 2026, buying an estimated $63.7K and bringing the position to 15,095 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #277.
Capital Investment Advisory Services first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.79M in Q4 2025. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Capital Investment Advisory Services held 15,095 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q2 2026.
- Capital Investment Advisory Services bought 868 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.7K.
- iShares Core S&P Mid-Cap ETF made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #277 holding.
- Capital Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Capital Investment Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $7.79M in Q4 2025.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.