Capital Performance Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Capital Performance Advisors's IJH Position: Q2 2026 in Review
Capital Performance Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 115% in Q2 2026, buying an estimated $412K and bringing the position to 10,469 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #122.
Capital Performance Advisors first reported a position in IJH in Q3 2024 and has held it in 4 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Capital Performance Advisors held 10,469 shares of iShares Core S&P Mid-Cap ETF worth $807K as of Q2 2026.
- Capital Performance Advisors bought 5,610 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $412K.
- iShares Core S&P Mid-Cap ETF made up 0.05% of Capital Performance Advisors's portfolio in Q2 2026, its #122 holding.
- Capital Performance Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 4 quarters since.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.