Clearstead 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 | $62.6M | Sell |
927,593
-13,779
| -1% | -$956K | 0.57% | 40 |
|
|
2025
Q4 | $62.1M | Sell |
941,372
-3,652
| -0.4% | -$239K | 0.78% | 28 |
|
|
2025
Q3 | $61.7M | Buy |
945,024
+4,922
| +0.5% | +$316K | 0.81% | 26 |
|
|
2025
Q2 | $58.3M | Sell |
940,102
-46,245
| -5% | -$2.71M | 0.82% | 25 |
|
|
2025
Q1 | $57.6M | Buy |
986,347
+22,863
| +2% | +$1.42M | 0.89% | 22 |
|
|
2024
Q4 | $60M | Buy |
963,484
+5,089
| +0.5% | +$326K | 0.91% | 22 |
|
|
2024
Q3 | $59.7M | Buy |
958,395
+19,584
| +2% | +$1.18M | 0.93% | 20 |
|
|
2024
Q2 | $54.9M | Buy |
938,811
+140,913
| +18% | +$8.28M | 0.94% | 20 |
|
|
2024
Q1 | $47.7M | Buy |
797,898
+87,753
| +12% | +$4.97M | 2.36% | 6 |
|
|
2023
Q4 | $39.4M | Sell |
710,145
-585,145
| -45% | -$29.7M | 2.09% | 6 |
|
|
2023
Q3 | $64.6M | Buy |
1,295,290
+695,550
| +116% | +$36.4M | 1.87% | 7 |
|
|
2023
Q2 | $31.4M | Buy |
599,740
+65,780
| +12% | +$3.27M | 1.9% | 8 |
|
|
2023
Q1 | $26.7M | Buy |
533,960
+9,800
| +2% | +$499K | 1.94% | 7 |
|
|
2022
Q4 | $25.4M | Buy |
524,160
+52,605
| +11% | +$2.54M | 1.99% | 8 |
|
|
2022
Q3 | $20.7M | Sell |
471,555
-3,175
| -0.7% | -$153K | 1.91% | 7 |
|
|
2022
Q2 | $21.5M | Buy |
474,730
+180
| +0% | +$8.89K | 1.67% | 9 |
|
|
2022
Q1 | $25.5M | Buy |
474,550
+21,610
| +5% | +$1.15M | 1.73% | 8 |
|
|
2021
Q4 | $25.6M | Sell |
452,940
-17,975
| -4% | -$1M | 1.74% | 10 |
|
|
2021
Q3 | $24.8M | Buy |
470,915
+125
| +0% | +$6.72K | 1.85% | 9 |
|
|
2021
Q2 | $25.3M | Sell |
470,790
-7,805
| -2% | -$421K | 1.95% | 9 |
|
|
2021
Q1 | $24.9M | Buy |
478,595
+7,915
| +2% | +$395K | 2.08% | 8 |
|
|
2020
Q4 | $21.6M | Buy |
470,680
+8,785
| +2% | +$370K | 1.97% | 9 |
|
|
2020
Q3 | $17.1M | Sell |
461,895
-11,040
| -2% | -$413K | 1.84% | 9 |
|
|
2020
Q2 | $16.8M | Sell |
472,935
-16,530
| -3% | -$549K | 1.95% | 11 |
|
|
2020
Q1 | $14.1M | Sell |
489,465
-17,500
| -3% | -$651K | 2.05% | 11 |
|
|
2019
Q4 | $20.9M | Buy |
506,965
+27,115
| +6% | +$1.07M | 2.53% | 9 |
|
|
2019
Q3 | $18.5M | Buy |
479,850
+2,050
| +0.4% | +$78.8K | 2.48% | 10 |
|
|
2019
Q2 | $18.6M | Buy |
477,800
+27,505
| +6% | +$1.05M | 2.47% | 10 |
|
|
2019
Q1 | $17.1M | Buy |
450,295
+26,355
| +6% | +$973K | 2.35% | 8 |
|
|
2018
Q4 | $14.1M | Buy |
423,940
+30,110
| +8% | +$1.1M | 2.19% | 10 |
|
|
2018
Q3 | $15.9M | Sell |
393,830
-35,850
| -8% | -$1.44M | 2.17% | 11 |
|
|
2018
Q2 | $16.7M | Sell |
429,680
-10,540
| -2% | -$407K | 2.39% | 8 |
|
|
2018
Q1 | $16.5M | Sell |
440,220
-65,770
| -13% | -$2.52M | 2.39% | 8 |
|
|
2017
Q4 | $19.2M | Sell |
505,990
-2,055
| -0.4% | -$76K | 2.6% | 8 |
|
|
2017
Q3 | $18.2M | Buy |
508,045
+12,545
| +3% | +$437K | 2.37% | 8 |
|
|
2017
Q2 | $17.2M | Buy |
495,500
+18,925
| +4% | +$653K | 2.52% | 8 |
|
|
2017
Q1 | $16.3M | Buy |
476,575
+69,800
| +17% | +$2.38M | 2.37% | 8 |
|
|
2016
Q4 | $13.5M | Buy |
+406,775
| New | +$12.9M | 2.18% | 8 |
|
Other funds holding IJH
Clearstead Advisors's IJH Position: Q1 2026 in Review
Clearstead Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q1 2026, selling an estimated $956K and leaving 927,593 shares worth $62.6M. The position accounts for 0.57% of the portfolio, ranked #40.
Clearstead Advisors first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. The position peaked at $64.6M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Clearstead Advisors held 927,593 shares of iShares Core S&P Mid-Cap ETF worth $62.6M as of Q1 2026.
- Clearstead Advisors sold 13,779 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $956K.
- iShares Core S&P Mid-Cap ETF made up 0.57% of Clearstead Advisors's portfolio in Q1 2026, its #40 holding.
- Clearstead Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- Clearstead Advisors's iShares Core S&P Mid-Cap ETF position peaked at $64.6M in Q3 2023.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.