Claro Advisors’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
Q3 | $4.63M | Buy |
64,315
+4,382
| +7% | +$331K | 0.45% | 44 |
|
|
2026
Q2 | $4.62M | Buy |
59,933
+2,631
| +5% | +$193K | 0.49% | 43 |
|
|
2026
Q1 | $3.87M | Buy |
57,302
+2,660
| +5% | +$185K | 0.47% | 45 |
|
|
2025
Q4 | $3.61M | Buy |
54,642
+6,146
| +13% | +$403K | 0.49% | 40 |
|
|
2025
Q3 | $3.16M | Sell |
48,496
-3,199
| -6% | -$206K | 0.46% | 44 |
|
|
2025
Q2 | $3.21M | Buy |
51,695
+973
| +2% | +$57.1K | 0.53% | 45 |
|
|
2025
Q1 | $2.96M | Sell |
50,722
-1,639
| -3% | -$102K | 0.4% | 48 |
|
|
2024
Q4 | $3.26M | Buy |
52,361
+2,225
| +4% | +$143K | 0.44% | 42 |
|
|
2024
Q3 | $3.12M | Buy |
50,136
+2,550
| +5% | +$154K | 0.4% | 48 |
|
|
2024
Q2 | $2.78M | Buy |
47,586
+3,742
| +9% | +$220K | 0.43% | 43 |
|
|
2024
Q1 | $2.66M | Buy |
43,844
+1,214
| +3% | +$68.7K | 0.46% | 44 |
|
|
2023
Q4 | $2.36M | Buy |
42,630
+5
| +0% | +$254 | 0.51% | 38 |
|
|
2023
Q3 | $2.13M | Buy |
42,625
+665
| +2% | +$34.8K | 0.53% | 38 |
|
|
2023
Q2 | $2.19M | Buy |
41,960
+3,120
| +8% | +$155K | 0.55% | 35 |
|
|
2023
Q1 | $1.94M | Buy |
38,840
+735
| +2% | +$37.4K | 0.57% | 37 |
|
|
2022
Q4 | $1.84M | Buy |
38,105
+2,235
| +6% | +$108K | 0.6% | 34 |
|
|
2022
Q3 | $1.62M | Hold |
35,870
| – | – | 0.65% | 34 |
|
|
2022
Q2 | $1.62M | Buy |
35,870
+3,405
| +10% | +$168K | 0.65% | 34 |
|
|
2022
Q1 | $1.84M | Hold |
32,465
| – | – | 0.66% | 33 |
|
|
2021
Q4 | $1.84M | Buy |
32,465
+8,060
| +33% | +$449K | 0.66% | 33 |
|
|
2021
Q3 | $1.28M | Buy |
24,405
+8,155
| +50% | +$439K | 0.54% | 43 |
|
|
2021
Q2 | $873K | Buy |
16,250
+120
| +0.7% | +$6.48K | 0.39% | 61 |
|
|
2021
Q1 | $840K | Sell |
16,130
-4,980
| -24% | -$249K | 0.43% | 62 |
|
|
2020
Q4 | $970K | Buy |
21,110
+755
| +4% | +$31.8K | 0.52% | 50 |
|
|
2020
Q3 | $754K | Buy |
20,355
+230
| +1% | +$8.6K | 0.48% | 55 |
|
|
2020
Q2 | $716K | Buy |
20,125
+2,495
| +14% | +$82.9K | 0.49% | 55 |
|
|
2020
Q1 | $507K | Sell |
17,630
-495
| -3% | -$18.4K | 0.47% | 63 |
|
|
2019
Q4 | $746K | Buy |
18,125
+475
| +3% | +$18.8K | 0.57% | 45 |
|
|
2019
Q3 | $682K | Buy |
17,650
+245
| +1% | +$9.42K | 0.61% | 47 |
|
|
2019
Q2 | $676K | Sell |
17,405
-685
| -4% | -$26.3K | 0.62% | 45 |
|
|
2019
Q1 | $685K | Buy |
18,090
+2,545
| +16% | +$94K | 0.68% | 43 |
|
|
2018
Q4 | $626K | Buy |
+15,545
| New | +$567K | 0.5% | 41 |
|
Other funds holding IJH
Claro Advisors's IJH Position: Q3 2026 in Review
Claro Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.3% in Q3 2026, buying an estimated $331K and bringing the position to 64,315 shares worth $4.63M. The position accounts for 0.45% of the portfolio, ranked #44.
Claro Advisors first reported a position in IJH in Q4 2018 and has held it in 32 quarters since. 2,244 funds tracked by Wall St. Rank hold IJH as of Q3 2026.
- Claro Advisors held 64,315 shares of iShares Core S&P Mid-Cap ETF worth $4.63M as of Q3 2026.
- Claro Advisors bought 4,382 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $331K.
- iShares Core S&P Mid-Cap ETF made up 0.45% of Claro Advisors's portfolio in Q3 2026, its #44 holding.
- Claro Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
- 2,244 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.
Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.