Capital Wealth Management’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 | $266K | Sell |
3,446
-1,108
| -24% | -$81.3K | 0.06% | 33 |
|
|
2026
Q1 | $308K | Sell |
4,554
-900
| -17% | -$62.4K | 0.08% | 30 |
|
|
2025
Q4 | $360K | Buy |
5,454
+2
| +0% | +$131 | 0.12% | 32 |
|
|
2025
Q3 | $356K | Buy |
5,452
+2
| +0% | +$129 | 0.12% | 35 |
|
|
2025
Q2 | $338K | Buy |
5,450
+2
| +0% | +$117 | 0.13% | 35 |
|
|
2025
Q1 | $318K | Buy |
5,448
+1
| +0% | +$62 | 0.13% | 35 |
|
|
2024
Q4 | $339K | Sell |
5,447
-370
| -6% | -$23.7K | 0.15% | 36 |
|
|
2024
Q3 | $363K | Sell |
5,817
-750
| -11% | -$45.2K | 0.16% | 34 |
|
|
2024
Q2 | $384K | Sell |
6,567
-1,923
| -23% | -$113K | 0.18% | 33 |
|
|
2024
Q1 | $516K | Sell |
8,490
-6,185
| -42% | -$350K | 0.25% | 33 |
|
|
2023
Q4 | $813K | Hold |
14,675
| – | – | 0.41% | 29 |
|
|
2023
Q3 | $732K | Sell |
14,675
-2,095
| -12% | -$110K | 0.4% | 29 |
|
|
2023
Q2 | $877K | Sell |
16,770
-540
| -3% | -$26.8K | 0.48% | 28 |
|
|
2023
Q1 | $866K | Sell |
17,310
-81,035
| -82% | -$4.13M | 0.5% | 25 |
|
|
2022
Q4 | $4.76M | Buy |
98,345
+10,500
| +12% | +$507K | 3.22% | 9 |
|
|
2022
Q3 | $3.85M | Buy |
87,845
+2,300
| +3% | +$111K | 2.99% | 11 |
|
|
2022
Q2 | $3.87M | Sell |
85,545
-4,645
| -5% | -$229K | 2.87% | 11 |
|
|
2022
Q1 | $4.84M | Sell |
90,190
-2,140
| -2% | -$114K | 3.26% | 9 |
|
|
2021
Q4 | $5.23M | Sell |
92,330
-4,460
| -5% | -$248K | 3.66% | 9 |
|
|
2021
Q3 | $5.09M | Sell |
96,790
-13,635
| -12% | -$734K | 3.93% | 8 |
|
|
2021
Q2 | $5.93M | Buy |
110,425
+1,985
| +2% | +$107K | 4.34% | 8 |
|
|
2021
Q1 | $5.64M | Sell |
108,440
-3,440
| -3% | -$172K | 4.47% | 8 |
|
|
2020
Q4 | $5.14M | Sell |
111,880
-3,410
| -3% | -$144K | 4.44% | 9 |
|
|
2020
Q3 | $4.27M | Sell |
115,290
-10,935
| -9% | -$409K | 4.31% | 8 |
|
|
2020
Q2 | $4.49M | Sell |
126,225
-5,560
| -4% | -$185K | 4.78% | 7 |
|
|
2020
Q1 | $3.79M | Sell |
131,785
-10,595
| -7% | -$394K | 4.75% | 7 |
|
|
2019
Q4 | $5.86M | Sell |
142,380
-3,345
| -2% | -$133K | 5.98% | 6 |
|
|
2019
Q3 | $5.63M | Buy |
145,725
+240
| +0.2% | +$9.22K | 6.02% | 6 |
|
|
2019
Q2 | $5.65M | Buy |
145,485
+3,625
| +3% | +$139K | 5.64% | 6 |
|
|
2019
Q1 | $5.37M | Buy |
141,860
+31,835
| +29% | +$1.18M | 5.37% | 6 |
|
|
2018
Q4 | $3.65M | Buy |
110,025
+9,330
| +9% | +$340K | 4% | 8 |
|
|
2018
Q3 | $4.05M | Buy |
100,695
+18,945
| +23% | +$761K | 3.55% | 8 |
|
|
2018
Q2 | $3.19M | Buy |
81,750
+26,335
| +48% | +$1.02M | 2.9% | 13 |
|
|
2018
Q1 | $2.08M | Buy |
55,415
+10,850
| +24% | +$415K | 1.95% | 16 |
|
|
2017
Q4 | $1.69M | Buy |
+44,565
| New | +$1.65M | 1.46% | 20 |
|
Other funds holding IJH
MRC
VFA
FMII
AIM
OWM
SFG
GT
AI
LF
Capital Wealth Management's IJH Position: Q2 2026 in Review
Capital Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q2 2026, selling an estimated $81.3K and leaving 3,446 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #33.
Capital Wealth Management first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.93M in Q2 2021. 866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Capital Wealth Management held 3,446 shares of iShares Core S&P Mid-Cap ETF worth $266K as of Q2 2026.
- Capital Wealth Management sold 1,108 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $81.3K.
- iShares Core S&P Mid-Cap ETF made up 0.06% of Capital Wealth Management's portfolio in Q2 2026, its #33 holding.
- Capital Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Capital Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $5.93M in Q2 2021.
- 866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.