Clear Point 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
Q1
Sell
-7,302
Closed -$482K 98
2025
Q4
$482K Buy
7,302
+278
+4% +$18.2K 0.37% 82
2025
Q3
$458K Buy
7,024
+366
+5% +$23.5K 0.36% 81
2025
Q2
$413K Sell
6,658
-179
-3% -$10.5K 0.35% 77
2025
Q1
$399K Sell
6,837
-837
-11% -$52K 0.36% 74
2024
Q4
$478K Buy
7,674
+38
+0.5% +$2.44K 0.41% 71
2024
Q3
$476K Sell
7,636
-960
-11% -$57.9K 0.37% 69
2024
Q2
$503K Buy
8,596
+337
+4% +$19.8K 0.41% 61
2024
Q1
$502K Sell
8,259
-71
-0.9% -$4.02K 0.41% 66
2023
Q4
$462K Buy
+8,330
New +$422K 0.41% 62

Other funds holding IJH

Clear Point Advisors's IJH Position: Q1 2026 in Review

Clear Point Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 7,302 shares — an estimated $482K sold.

Clear Point Advisors first reported a position in IJH in Q4 2023 and held it in 9 quarters. The position peaked at $503K in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Clear Point Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Clear Point Advisors sold 7,302 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $482K.
  • Clear Point Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
  • Clear Point Advisors's iShares Core S&P Mid-Cap ETF position peaked at $503K in Q2 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.