Chas P. Smith & Associates (CPS)’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 | $400K | Buy |
+5,929
| New | +$411K | 0.02% | 116 |
|
|
2025
Q3 | – | Sell |
-3,591
| Closed | -$223K | – | 147 |
|
|
2025
Q2 | $223K | Sell |
3,591
-80
| -2% | -$4.7K | 0.01% | 159 |
|
|
2025
Q1 | $214K | Buy |
3,671
+117
| +3% | +$7.27K | 0.01% | 159 |
|
|
2024
Q4 | $221K | Sell |
3,554
-5
| -0.1% | -$321 | 0.01% | 152 |
|
|
2024
Q3 | $222K | Hold |
3,559
| – | – | 0.01% | 149 |
|
|
2024
Q2 | $208K | Sell |
3,559
-6
| -0.2% | -$352 | 0.01% | 140 |
|
|
2024
Q1 | $217K | Buy |
+3,565
| New | +$202K | 0.01% | 144 |
|
|
2023
Q4 | – | Sell |
-4,255
| Closed | -$212K | – | 136 |
|
|
2023
Q3 | $212K | Buy |
+4,255
| New | +$223K | 0.02% | 110 |
|
|
2022
Q3 | – | Sell |
-5,425
| Closed | -$245K | – | 117 |
|
|
2022
Q2 | $245K | Hold |
5,425
| – | – | 0.02% | 108 |
|
|
2022
Q1 | $291K | Buy |
5,425
+265
| +5% | +$14.1K | 0.02% | 100 |
|
|
2021
Q4 | $292K | Buy |
5,160
+15
| +0.3% | +$835 | 0.02% | 107 |
|
|
2021
Q3 | $271K | Sell |
5,145
-150
| -3% | -$8.07K | 0.02% | 108 |
|
|
2021
Q2 | $285K | Sell |
5,295
-125
| -2% | -$6.75K | 0.02% | 103 |
|
|
2021
Q1 | $282K | Buy |
5,420
+890
| +20% | +$44.4K | 0.03% | 90 |
|
|
2020
Q4 | $208K | Buy |
+4,530
| New | +$191K | 0.02% | 95 |
|
|
2020
Q1 | – | Sell |
-5,140
| Closed | -$212K | – | 101 |
|
|
2019
Q4 | $212K | Sell |
5,140
-500
| -9% | -$19.8K | 0.02% | 98 |
|
|
2019
Q3 | $218K | Sell |
5,640
-77,605
| -93% | -$2.98M | 0.03% | 93 |
|
|
2019
Q2 | $3.23M | Buy |
83,245
+2,460
| +3% | +$94.3K | 0.38% | 41 |
|
|
2019
Q1 | $3.06M | Buy |
80,785
+1,475
| +2% | +$54.5K | 0.38% | 41 |
|
|
2018
Q4 | $2.63M | Buy |
79,310
+3,900
| +5% | +$142K | 0.36% | 41 |
|
|
2018
Q3 | $3.04M | Buy |
75,410
+7,285
| +11% | +$293K | 0.37% | 41 |
|
|
2018
Q2 | $2.65M | Buy |
68,125
+6,045
| +10% | +$234K | 0.36% | 42 |
|
|
2018
Q1 | $2.33M | Buy |
62,080
+1,055
| +2% | +$40.4K | 0.32% | 41 |
|
|
2017
Q4 | $2.32M | Buy |
61,025
+5,025
| +9% | +$186K | 0.31% | 43 |
|
|
2017
Q3 | $2M | Buy |
56,000
+445
| +0.8% | +$15.5K | 0.29% | 43 |
|
|
2017
Q2 | $1.93M | Buy |
55,555
+3,805
| +7% | +$131K | 0.28% | 43 |
|
|
2017
Q1 | $1.77M | Buy |
51,750
+9,095
| +21% | +$310K | 0.26% | 46 |
|
|
2016
Q4 | $1.41M | Buy |
42,655
+3,400
| +9% | +$108K | 0.22% | 50 |
|
|
2016
Q3 | $1.22M | Buy |
39,255
+10,705
| +37% | +$331K | 0.1% | 59 |
|
|
2016
Q2 | $853K | Buy |
28,550
+13,510
| +90% | +$396K | 0.14% | 52 |
|
|
2016
Q1 | $434K | Buy |
+15,040
| New | +$402K | 0.07% | 69 |
|
Other funds holding IJH
Chas P. Smith & Associates (CPS)'s IJH Position: Q1 2026 in Review
Chas P. Smith & Associates (CPS) opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026: 5,929 shares worth $400K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings. This is a return to the name: Chas P. Smith & Associates (CPS) previously reported a position in IJH as recently as Q2 2025.
Chas P. Smith & Associates (CPS) first reported a position in IJH in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.23M in Q2 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Chas P. Smith & Associates (CPS) held 5,929 shares of iShares Core S&P Mid-Cap ETF worth $400K as of Q1 2026.
- iShares Core S&P Mid-Cap ETF was a new Chas P. Smith & Associates (CPS) position in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #116 holding.
- Chas P. Smith & Associates (CPS) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 31 quarters since.
- Chas P. Smith & Associates (CPS)'s iShares Core S&P Mid-Cap ETF position peaked at $3.23M in Q2 2019.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.