Caprock Group’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 | $3.6M | Sell |
53,336
-3,198
| -6% | -$222K | 0.09% | 201 |
|
|
2025
Q4 | $3.73M | Buy |
56,534
+8,168
| +17% | +$535K | 0.08% | 210 |
|
|
2025
Q3 | $3.15M | Buy |
+48,366
| New | +$3.11M | 0.08% | 222 |
|
|
2025
Q1 | $2.44M | Buy |
41,763
+8,966
| +27% | +$557K | 0.07% | 239 |
|
|
2024
Q4 | $2.04M | Sell |
32,797
-125
| -0.4% | -$8.02K | 0.07% | 255 |
|
|
2024
Q3 | $2.05M | Sell |
32,922
-200
| -0.6% | -$12.1K | 0.07% | 228 |
|
|
2024
Q2 | $1.94M | Buy |
33,122
+13,110
| +66% | +$770K | 0.08% | 214 |
|
|
2024
Q1 | $1.22M | Buy |
20,012
+7
| +0% | +$396 | 0.07% | 210 |
|
|
2023
Q4 | $1.11M | Buy |
20,005
+155
| +0.8% | +$7.86K | 0.07% | 223 |
|
|
2023
Q3 | $995K | Buy |
19,850
+175
| +0.9% | +$9.17K | 0.08% | 210 |
|
|
2023
Q2 | $1.03M | Hold |
19,675
| – | – | 0.08% | 208 |
|
|
2023
Q1 | $984K | Buy |
19,675
+5
| +0% | +$255 | 0.08% | 203 |
|
|
2022
Q4 | $952K | Buy |
19,670
+5
| +0% | +$242 | 0.09% | 181 |
|
|
2022
Q3 | $862K | Sell |
19,665
-260
| -1% | -$12.6K | 0.08% | 174 |
|
|
2022
Q2 | $902K | Sell |
19,925
-5,700
| -22% | -$281K | 0.09% | 170 |
|
|
2022
Q1 | $1.38M | Sell |
25,625
-375
| -1% | -$20K | 0.13% | 130 |
|
|
2021
Q4 | $1.47M | Buy |
26,000
+315
| +1% | +$17.5K | 0.12% | 124 |
|
|
2021
Q3 | $1.35M | Sell |
25,685
-3,310
| -11% | -$178K | 0.12% | 121 |
|
|
2021
Q2 | $1.56M | Buy |
28,995
+1,640
| +6% | +$88.5K | 0.14% | 112 |
|
|
2021
Q1 | $1.42M | Buy |
27,355
+1,075
| +4% | +$53.7K | 0.16% | 107 |
|
|
2020
Q4 | $1.21M | Buy |
26,280
+1,525
| +6% | +$64.3K | 0.14% | 123 |
|
|
2020
Q3 | $917K | Buy |
24,755
+1,440
| +6% | +$53.8K | 0.13% | 129 |
|
|
2020
Q2 | $829K | Buy |
23,315
+1,380
| +6% | +$45.8K | 0.12% | 135 |
|
|
2020
Q1 | $631K | Buy |
21,935
+7,000
| +47% | +$260K | 0.12% | 132 |
|
|
2019
Q4 | $615K | Sell |
14,935
-930
| -6% | -$36.9K | 0.11% | 140 |
|
|
2019
Q3 | $613K | Buy |
15,865
+60
| +0.4% | +$2.31K | 0.12% | 134 |
|
|
2019
Q2 | $614K | Sell |
15,805
-785
| -5% | -$30.1K | 0.12% | 141 |
|
|
2019
Q1 | $628K | Buy |
16,590
+940
| +6% | +$34.7K | 0.12% | 142 |
|
|
2018
Q4 | $520K | Sell |
15,650
-375
| -2% | -$13.7K | 0.12% | 148 |
|
|
2018
Q3 | $648K | Buy |
16,025
+30
| +0.2% | +$1.21K | 0.13% | 137 |
|
|
2018
Q2 | $626K | Sell |
15,995
-45
| -0.3% | -$1.74K | 0.13% | 143 |
|
|
2018
Q1 | $602K | Sell |
16,040
-12,555
| -44% | -$480K | 0.13% | 148 |
|
|
2017
Q4 | $1.12M | Buy |
28,595
+15,175
| +113% | +$561K | 0.22% | 93 |
|
|
2017
Q3 | $480K | Buy |
13,420
+1,025
| +8% | +$35.7K | 0.1% | 195 |
|
|
2017
Q2 | $431K | Sell |
12,395
-13,740
| -53% | -$474K | 0.1% | 201 |
|
|
2017
Q1 | $895K | Buy |
26,135
+12,455
| +91% | +$424K | 0.21% | 92 |
|
|
2016
Q4 | $452K | Sell |
13,680
-2,670
| -16% | -$84.7K | 0.11% | 164 |
|
|
2016
Q3 | $506K | Buy |
+16,350
| New | +$505K | 0.11% | 166 |
|
Other funds holding IJH
Caprock Group's IJH Position: Q1 2026 in Review
Caprock Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q1 2026, selling an estimated $222K and leaving 53,336 shares worth $3.6M. The position accounts for 0.09% of the portfolio, ranked #201.
Caprock Group first reported a position in IJH in Q3 2016 and has held it in 38 quarters since. The position peaked at $3.73M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Caprock Group held 53,336 shares of iShares Core S&P Mid-Cap ETF worth $3.6M as of Q1 2026.
- Caprock Group sold 3,198 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $222K.
- iShares Core S&P Mid-Cap ETF made up 0.09% of Caprock Group's portfolio in Q1 2026, its #201 holding.
- Caprock Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 38 quarters since.
- Caprock Group's iShares Core S&P Mid-Cap ETF position peaked at $3.73M in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.