Clear Investment Research’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 | $1.47M | Sell |
21,748
-6,011
| -22% | -$417K | 2.3% | 11 |
|
|
2025
Q4 | $1.83M | Sell |
27,759
-2,175
| -7% | -$142K | 3.04% | 7 |
|
|
2025
Q3 | $1.95M | Sell |
29,934
-14,358
| -32% | -$923K | 2.62% | 9 |
|
|
2025
Q2 | $2.75M | Sell |
44,292
-346
| -0.8% | -$20.3K | 3.46% | 8 |
|
|
2025
Q1 | $2.6M | Buy |
44,638
+1,018
| +2% | +$63.2K | 3.48% | 8 |
|
|
2024
Q4 | $2.72M | Sell |
43,620
-609
| -1% | -$39.1K | 3.5% | 7 |
|
|
2024
Q3 | $2.76M | Sell |
44,229
-45,064
| -50% | -$2.72M | 3.59% | 7 |
|
|
2024
Q2 | $5.23M | Buy |
89,293
+4,247
| +5% | +$250K | 6.81% | 3 |
|
|
2024
Q1 | $5.17M | Sell |
85,046
-10,699
| -11% | -$606K | 6.95% | 3 |
|
|
2023
Q4 | $5.31M | Sell |
95,745
-1,855
| -2% | -$94.1K | 7.47% | 3 |
|
|
2023
Q3 | $4.87M | Buy |
97,600
+2,090
| +2% | +$110K | 8.44% | 3 |
|
|
2023
Q2 | $5M | Buy |
95,510
+3,055
| +3% | +$152K | 8.38% | 3 |
|
|
2023
Q1 | $4.63M | Buy |
92,455
+1,330
| +1% | +$67.8K | 8.1% | 3 |
|
|
2022
Q4 | $4.41M | Sell |
91,125
-1,945
| -2% | -$94K | 8.54% | 3 |
|
|
2022
Q3 | $4.08M | Buy |
93,070
+3,965
| +4% | +$192K | 8.6% | 3 |
|
|
2022
Q2 | $4.03M | Buy |
89,105
+4,035
| +5% | +$199K | 8.91% | 2 |
|
|
2022
Q1 | $4.57M | Sell |
85,070
-23,205
| -21% | -$1.24M | 8.94% | 2 |
|
|
2021
Q4 | $6.13M | Sell |
108,275
-2,560
| -2% | -$143K | 9.4% | 1 |
|
|
2021
Q3 | $5.83M | Buy |
110,835
+3,410
| +3% | +$183K | 9.45% | 1 |
|
|
2021
Q2 | $5.77M | Buy |
107,425
+195
| +0.2% | +$10.5K | 9.64% | 2 |
|
|
2021
Q1 | $5.58M | Sell |
107,230
-6,820
| -6% | -$341K | 10.09% | 2 |
|
|
2020
Q4 | $5.24M | Sell |
114,050
-12,925
| -10% | -$545K | 9.47% | 2 |
|
|
2020
Q3 | $4.71M | Buy |
126,975
+2,130
| +2% | +$79.6K | 9.54% | 2 |
|
|
2020
Q2 | $4.44M | Sell |
124,845
-3,640
| -3% | -$121K | 9.52% | 2 |
|
|
2020
Q1 | $3.7M | Buy |
128,485
+18,500
| +17% | +$688K | 8.99% | 3 |
|
|
2019
Q4 | $4.53M | Sell |
109,985
-4,990
| -4% | -$198K | 9.35% | 3 |
|
|
2019
Q3 | $4.44M | Sell |
114,975
-11,665
| -9% | -$448K | 9.52% | 2 |
|
|
2019
Q2 | $4.92M | Sell |
126,640
-18,620
| -13% | -$714K | 8.06% | 3 |
|
|
2019
Q1 | $5.5M | Sell |
145,260
-5,895
| -4% | -$218K | 8.59% | 3 |
|
|
2018
Q4 | $5.02M | Buy |
151,155
+11,975
| +9% | +$437K | 8.11% | 4 |
|
|
2018
Q3 | $5.6M | Sell |
139,180
-331,540
| -70% | -$13.3M | 8.11% | 4 |
|
|
2018
Q2 | $17.7M | Hold |
470,720
| – | – | 11.56% | 1 |
|
|
2018
Q1 | $17.7M | Buy |
470,720
+9,910
| +2% | +$379K | 11.56% | 1 |
|
|
2017
Q4 | $17.5M | Sell |
460,810
-20,525
| -4% | -$759K | 11.58% | 1 |
|
|
2017
Q3 | $17.2M | Buy |
481,335
+64,785
| +16% | +$2.26M | 11.69% | 1 |
|
|
2017
Q2 | $14.5M | Sell |
416,550
-71,535
| -15% | -$2.47M | 11.05% | 2 |
|
|
2017
Q1 | $16.7M | Buy |
488,085
+27,765
| +6% | +$945K | 12% | 1 |
|
|
2016
Q4 | $15.2M | Sell |
460,320
-14,660
| -3% | -$465K | 11.74% | 1 |
|
|
2016
Q3 | $14.7M | Buy |
474,980
+133,385
| +39% | +$4.12M | 11.65% | 2 |
|
|
2016
Q2 | $10.2M | Sell |
341,595
-204,320
| -37% | -$5.99M | 10.66% | 2 |
|
|
2016
Q1 | $15.7M | Buy |
545,915
+18,025
| +3% | +$481K | 12.89% | 1 |
|
|
2015
Q4 | $14.7M | Buy |
527,890
+37,260
| +8% | +$1.06M | 12.53% | 1 |
|
|
2015
Q3 | $13.4M | Buy |
490,630
+13,505
| +3% | +$393K | 12.42% | 1 |
|
|
2015
Q2 | $14.3M | Buy |
477,125
+13,485
| +3% | +$411K | 12.73% | 1 |
|
|
2015
Q1 | $14.1M | Buy |
+463,640
| New | +$13.7M | 12.75% | 1 |
|
Other funds holding IJH
Clear Investment Research's IJH Position: Q1 2026 in Review
Clear Investment Research reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q1 2026, selling an estimated $417K and leaving 21,748 shares worth $1.47M. The position accounts for 2.3% of the portfolio, ranked #11.
Clear Investment Research first reported a position in IJH in Q1 2015 and has held it in 45 quarters since. The position peaked at $17.7M in Q2 2018. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Clear Investment Research held 21,748 shares of iShares Core S&P Mid-Cap ETF worth $1.47M as of Q1 2026.
- Clear Investment Research sold 6,011 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $417K.
- iShares Core S&P Mid-Cap ETF made up 2.3% of Clear Investment Research's portfolio in Q1 2026, its #11 holding.
- Clear Investment Research first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 45 quarters since.
- Clear Investment Research's iShares Core S&P Mid-Cap ETF position peaked at $17.7M in Q2 2018.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.