Carson Advisory’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
$635K Buy
9,408
+1,226
+15% +$85K 0.33% 71
2025
Q4
$540K Sell
8,182
-24
-0.3% -$1.57K 0.28% 79
2025
Q3
$536K Buy
8,206
+514
+7% +$33K 0.29% 76
2025
Q2
$477K Buy
7,692
+388
+5% +$22.8K 0.3% 75
2025
Q1
$426K Buy
7,304
+1,071
+17% +$66.5K 0.29% 77
2024
Q4
$388K Buy
6,233
+591
+10% +$37.9K 0.27% 86
2024
Q3
$352K Buy
5,642
+1,005
+22% +$60.6K 0.22% 114
2024
Q2
$271K Buy
4,637
+302
+7% +$17.7K 0.19% 128
2024
Q1
$263K Buy
4,335
+445
+11% +$25.2K 0.19% 130
2023
Q4
$216K Buy
+3,890
New +$197K 0.17% 140
2023
Q3
Sell
-3,880
Closed -$203K 155
2023
Q2
$203K Sell
3,880
-430
-10% -$21.4K 0.17% 149
2023
Q1
$216K Buy
4,310
+105
+2% +$5.35K 0.19% 133
2022
Q4
$203K Buy
+4,205
New +$203K 0.2% 125
2022
Q3
Sell
-4,605
Closed -$208K 127
2022
Q2
$208K Sell
4,605
-120
-3% -$5.92K 0.23% 112
2022
Q1
$253K Sell
4,725
-15
-0.3% -$799 0.25% 97
2021
Q4
$268K Buy
+4,740
New +$264K 0.27% 95

Other funds holding IJH

Carson Advisory's IJH Position: Q1 2026 in Review

Carson Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, buying an estimated $85K and bringing the position to 9,408 shares worth $635K. The position accounts for 0.33% of the portfolio, ranked #71.

Carson Advisory first reported a position in IJH in Q4 2021 and has held it in 16 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Carson Advisory held 9,408 shares of iShares Core S&P Mid-Cap ETF worth $635K as of Q1 2026.
  • Carson Advisory bought 1,226 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $85K.
  • iShares Core S&P Mid-Cap ETF made up 0.33% of Carson Advisory's portfolio in Q1 2026, its #71 holding.
  • Carson Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.