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
Q2
$701K Buy
+9,095
New +$667K 0.62% 42
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: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 9,095 shares worth $701K. The stake represents 0.62% of the portfolio and ranks #42 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in IJH as recently as Q4 2025.

Clear Point Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Clear Point Advisors held 9,095 shares of iShares Core S&P Mid-Cap ETF worth $701K as of Q2 2026.
  • iShares Core S&P Mid-Cap ETF was a new Clear Point Advisors position in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.62% of Clear Point Advisors's portfolio in Q2 2026, its #42 holding.
  • Clear Point Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.