Castle 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
Q1
$5.65M Buy
83,594
+2,668
+3% +$185K 1.83% 16
2025
Q4
$5.34M Buy
80,926
+224
+0.3% +$14.7K 1.77% 16
2025
Q3
$5.27M Buy
80,702
+1,170
+1% +$75.2K 1.78% 18
2025
Q2
$4.93M Sell
79,532
-4,786
-6% -$281K 1.79% 15
2025
Q1
$4.92M Buy
84,318
+1,937
+2% +$120K 1.93% 12
2024
Q4
$5.13M Sell
82,381
-1,730
-2% -$111K 2.02% 11
2024
Q3
$5.24M Buy
84,111
+2,242
+3% +$135K 2.09% 12
2024
Q2
$4.79M Buy
81,869
+1,507
+2% +$88.5K 2.3% 10
2024
Q1
$4.88M Sell
80,362
-8,728
-10% -$494K 2.55% 10
2023
Q4
$4.94M Sell
89,090
-480
-0.5% -$24.3K 2.96% 7
2023
Q3
$4.49M Buy
89,570
+2,845
+3% +$149K 3.2% 7
2023
Q2
$4.54M Buy
86,725
+5,715
+7% +$284K 3.16% 7
2023
Q1
$4.05M Sell
81,010
-159,095
-66% -$8.11M 3.14% 8
2022
Q4
$11.6M Sell
240,105
-145
-0.1% -$7K 7.31% 2
2022
Q3
$10.5M Sell
240,250
-23,605
-9% -$1.14M 6.39% 2
2022
Q2
$11.9M Buy
+263,855
New +$13M 6.95% 1

Other funds holding IJH

Castle Wealth Management's IJH Position: Q1 2026 in Review

Castle Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q1 2026, buying an estimated $185K and bringing the position to 83,594 shares worth $5.65M. The position accounts for 1.83% of the portfolio, ranked #16.

Castle Wealth Management first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.9M in Q2 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Castle Wealth Management held 83,594 shares of iShares Core S&P Mid-Cap ETF worth $5.65M as of Q1 2026.
  • Castle Wealth Management bought 2,668 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $185K.
  • iShares Core S&P Mid-Cap ETF made up 1.83% of Castle Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Castle Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Castle Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $11.9M in Q2 2022.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.