Catalyst Financial Partners’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
$28M Sell
414,897
-18,945
-4% -$1.31M 3.31% 5
2025
Q4
$28.6M Sell
433,842
-11,169
-3% -$732K 3.19% 5
2025
Q3
$29M Buy
445,011
+3,851
+0.9% +$247K 3.5% 5
2025
Q2
$27.4M Buy
441,160
+14,507
+3% +$852K 2.99% 5
2025
Q1
$24.9M Buy
426,653
+15,872
+4% +$986K 4.58% 4
2024
Q4
$25.6M Buy
410,781
+13,708
+3% +$879K 4.81% 4
2024
Q3
$24.7M Buy
397,073
+28,845
+8% +$1.74M 4.84% 4
2024
Q2
$21.5M Buy
368,228
+29,411
+9% +$1.73M 4.73% 4
2024
Q1
$19.1M Buy
338,817
+17,782
+6% +$1.01M 4.93% 3
2023
Q4
$17.8M Buy
321,035
+27,590
+9% +$1.4M 5.02% 4
2023
Q3
$14.6M Buy
293,445
+49,220
+20% +$2.58M 4.72% 3
2023
Q2
$12.8M Buy
244,225
+41,190
+20% +$2.05M 4.55% 3
2023
Q1
$10.2M Buy
203,035
+12,020
+6% +$612K 4.35% 4
2022
Q4
$9.24M Buy
+191,015
New +$9.23M 4.75% 3

Other funds holding IJH

Catalyst Financial Partners's IJH Position: Q1 2026 in Review

Catalyst Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q1 2026, selling an estimated $1.31M and leaving 414,897 shares worth $28M. The position accounts for 3.31% of the portfolio, ranked #5.

Catalyst Financial Partners first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $29M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Catalyst Financial Partners held 414,897 shares of iShares Core S&P Mid-Cap ETF worth $28M as of Q1 2026.
  • Catalyst Financial Partners sold 18,945 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.31M.
  • iShares Core S&P Mid-Cap ETF made up 3.31% of Catalyst Financial Partners's portfolio in Q1 2026, its #5 holding.
  • Catalyst Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $29M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.