Capstone Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Capstone Financial Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$241K	Buy	3,576 +46	+1%	+$3.19K	0.01%	149
2025 Q4	$233K	Buy	3,530 +16	+0.5%	+$1.05K	0.01%	156
2025 Q3	$229K	Buy	3,514 +10	+0.3%	+$643	0.01%	160
2025 Q2	$217K	Buy	3,504 +9	+0.3%	+$528	0.01%	150
2025 Q1	$204K	Buy	3,495 +9	+0.3%	+$559	0.01%	142
2024 Q4	$217K	Buy	3,486 +13	+0.4%	+$834	0.01%	139
2024 Q3	$216K	Buy	3,473 +12	+0.3%	+$724	0.01%	133
2024 Q2	$203K	Buy	3,461 +8	+0.2%	+$470	0.01%	137
2024 Q1	$210K	Buy	+3,453	New	+$195K	0.01%	132
2020 Q1	–	Sell	-5,930	Closed	-$244K	–	106
2019 Q4	$244K	Buy	+5,930	New	+$235K	0.03%	75
2018 Q1	–	Hold	0	–	–	–	59
2016 Q1	–	Hold	0	–	–	–	20
2015 Q3	–	Sell	-29,435	Closed	-$883K	–	86
2015 Q2	$883K	Sell	29,435 -18,945	-39%	-$578K	0.34%	25
2015 Q1	$1.47M	Buy	+48,380	New	+$1.43M	0.57%	17

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capstone Financial Advisors's IJH Position: Q1 2026 in Review

Capstone Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $3.19K and bringing the position to 3,576 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #149.

Capstone Financial Advisors first reported a position in IJH in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2015. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Capstone Financial Advisors held 3,576 shares of iShares Core S&P Mid-Cap ETF worth $241K as of Q1 2026.
Capstone Financial Advisors bought 46 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.19K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #149 holding.
Capstone Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 12 quarters since.
Capstone Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.47M in Q1 2015.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.