Clearwater Capital 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 | $1.49M | Buy |
22,027
+1,134
| +5% | +$78.7K | 0.12% | 59 |
|
|
2025
Q4 | $1.38M | Sell |
20,893
-356
| -2% | -$23.3K | 0.12% | 61 |
|
|
2025
Q3 | $1.39M | Sell |
21,249
-632
| -3% | -$40.6K | 0.12% | 64 |
|
|
2025
Q2 | $1.36M | Buy |
21,881
+240
| +1% | +$14.1K | 0.12% | 64 |
|
|
2025
Q1 | $1.26M | Sell |
21,641
-1,908
| -8% | -$118K | 0.12% | 67 |
|
|
2024
Q4 | $1.47M | Buy |
23,549
+1,624
| +7% | +$104K | 0.14% | 65 |
|
|
2024
Q3 | $1.37M | Buy |
21,925
+584
| +3% | +$35.2K | 0.13% | 66 |
|
|
2024
Q2 | $1.25M | Sell |
21,341
-1,911
| -8% | -$112K | 0.13% | 67 |
|
|
2024
Q1 | $1.41M | Sell |
23,252
-1,643
| -7% | -$93K | 0.15% | 60 |
|
|
2023
Q4 | $1.38M | Buy |
24,895
+1,075
| +5% | +$54.5K | 0.15% | 61 |
|
|
2023
Q3 | $1.19M | Sell |
23,820
-525
| -2% | -$27.5K | 0.15% | 59 |
|
|
2023
Q2 | $1.27M | Buy |
24,345
+315
| +1% | +$15.7K | 0.15% | 60 |
|
|
2023
Q1 | $1.2M | Sell |
24,030
-3,425
| -12% | -$174K | 0.15% | 62 |
|
|
2022
Q4 | $1.33M | Buy |
27,455
+1,455
| +6% | +$70.3K | 0.17% | 62 |
|
|
2022
Q3 | $1.14M | Buy |
26,000
+1,550
| +6% | +$74.9K | 0.16% | 72 |
|
|
2022
Q2 | $1.11M | Buy |
24,450
+7,495
| +44% | +$370K | 0.15% | 68 |
|
|
2022
Q1 | $910K | Sell |
16,955
-15
| -0.1% | -$799 | 0.1% | 77 |
|
|
2021
Q4 | $961K | Buy |
16,970
+430
| +3% | +$23.9K | 0.11% | 81 |
|
|
2021
Q3 | $870K | Sell |
16,540
-30
| -0.2% | -$1.61K | 0.1% | 85 |
|
|
2021
Q2 | $891K | Sell |
16,570
-165
| -1% | -$8.91K | 0.1% | 86 |
|
|
2021
Q1 | $871K | Sell |
16,735
-3,005
| -15% | -$150K | 0.11% | 85 |
|
|
2020
Q4 | $907K | Sell |
19,740
-740
| -4% | -$31.2K | 0.12% | 79 |
|
|
2020
Q3 | $759K | Sell |
20,480
-135
| -0.7% | -$5.05K | 0.12% | 78 |
|
|
2020
Q2 | $733K | Buy |
20,615
+2,675
| +15% | +$88.8K | 0.12% | 80 |
|
|
2020
Q1 | $516K | Sell |
17,940
-4,310
| -19% | -$160K | 0.11% | 92 |
|
|
2019
Q4 | $916K | Sell |
22,250
-3,700
| -14% | -$147K | 0.15% | 97 |
|
|
2019
Q3 | $1M | Sell |
25,950
-4,240
| -14% | -$163K | 0.18% | 101 |
|
|
2019
Q2 | $1.17M | Sell |
30,190
-5,525
| -15% | -$212K | 0.21% | 103 |
|
|
2019
Q1 | $1.35M | Sell |
35,715
-11,300
| -24% | -$417K | 0.25% | 97 |
|
|
2018
Q4 | $1.56M | Buy |
47,015
+5,245
| +13% | +$191K | 0.34% | 89 |
|
|
2018
Q3 | $1.68M | Buy |
41,770
+1,350
| +3% | +$54.3K | 0.33% | 81 |
|
|
2018
Q2 | $1.57M | Buy |
40,420
+1,555
| +4% | +$60.1K | 0.32% | 83 |
|
|
2018
Q1 | $1.46M | Buy |
38,865
+5,035
| +15% | +$193K | 0.3% | 84 |
|
|
2017
Q4 | $1.28M | Buy |
33,830
+4,895
| +17% | +$181K | 0.28% | 85 |
|
|
2017
Q3 | $1.05M | Buy |
28,935
+5,475
| +23% | +$191K | 0.24% | 90 |
|
|
2017
Q2 | $815K | Buy |
23,460
+2,330
| +11% | +$80.4K | 0.21% | 96 |
|
|
2017
Q1 | $713K | Buy |
21,130
+7,260
| +52% | +$247K | 0.2% | 97 |
|
|
2016
Q4 | $461K | Buy |
13,870
+2,325
| +20% | +$73.7K | 0.16% | 102 |
|
|
2016
Q3 | $353K | Buy |
11,545
+1,030
| +10% | +$31.8K | 0.12% | 110 |
|
|
2016
Q2 | $312K | Buy |
+10,515
| New | +$308K | 0.12% | 108 |
|
Other funds holding IJH
Clearwater Capital Advisors's IJH Position: Q1 2026 in Review
Clearwater Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.4% in Q1 2026, buying an estimated $78.7K and bringing the position to 22,027 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #59.
Clearwater Capital Advisors first reported a position in IJH in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.68M in Q3 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Clearwater Capital Advisors held 22,027 shares of iShares Core S&P Mid-Cap ETF worth $1.49M as of Q1 2026.
- Clearwater Capital Advisors bought 1,134 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $78.7K.
- iShares Core S&P Mid-Cap ETF made up 0.12% of Clearwater Capital Advisors's portfolio in Q1 2026, its #59 holding.
- Clearwater Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
- Clearwater Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.68M in Q3 2018.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.