Clifford Swan Investment Counsel’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 | $2.18M | Hold |
32,298
| – | – | 0.07% | 147 |
|
|
2025
Q4 | $2.13M | Sell |
32,298
-1
| -0% | -$66 | 0.07% | 148 |
|
|
2025
Q3 | $2.11M | Sell |
32,299
-5,295
| -14% | -$340K | 0.07% | 145 |
|
|
2025
Q2 | $2.33M | Buy |
37,594
+1
| +0% | +$59 | 0.08% | 139 |
|
|
2025
Q1 | $2.19M | Buy |
37,593
+528
| +1% | +$32.8K | 0.08% | 138 |
|
|
2024
Q4 | $2.31M | Hold |
37,065
| – | – | 0.08% | 138 |
|
|
2024
Q3 | $2.31M | Hold |
37,065
| – | – | 0.08% | 139 |
|
|
2024
Q2 | $2.17M | Hold |
37,065
| – | – | 0.08% | 138 |
|
|
2024
Q1 | $2.25M | Buy |
37,065
+1,920
| +5% | +$109K | 0.08% | 138 |
|
|
2023
Q4 | $1.95M | Hold |
35,145
| – | – | 0.08% | 144 |
|
|
2023
Q3 | $1.75M | Hold |
35,145
| – | – | 0.07% | 145 |
|
|
2023
Q2 | $1.84M | Hold |
35,145
| – | – | 0.07% | 141 |
|
|
2023
Q1 | $1.76M | Hold |
35,145
| – | – | 0.07% | 142 |
|
|
2022
Q4 | $1.7M | Sell |
35,145
-75
| -0.2% | -$3.62K | 0.07% | 142 |
|
|
2022
Q3 | $1.54M | Hold |
35,220
| – | – | 0.07% | 145 |
|
|
2022
Q2 | $1.59M | Hold |
35,220
| – | – | 0.07% | 147 |
|
|
2022
Q1 | $1.89M | Hold |
35,220
| – | – | 0.07% | 146 |
|
|
2021
Q4 | $1.99M | Hold |
35,220
| – | – | 0.07% | 149 |
|
|
2021
Q3 | $2M | Hold |
35,220
| – | – | 0.07% | 149 |
|
|
2021
Q2 | $1.88M | Sell |
35,220
-4,235
| -11% | -$229K | 0.07% | 143 |
|
|
2021
Q1 | $2.05M | Hold |
39,455
| – | – | 0.08% | 140 |
|
|
2020
Q4 | $1.81M | Sell |
39,455
-730
| -2% | -$30.8K | 0.08% | 138 |
|
|
2020
Q3 | $1.49M | Buy |
40,185
+500
| +1% | +$18.7K | 0.07% | 145 |
|
|
2020
Q2 | $1.41M | Sell |
39,685
-280
| -0.7% | -$9.3K | 0.07% | 146 |
|
|
2020
Q1 | $1.15M | Buy |
39,965
+8,405
| +27% | +$312K | 0.07% | 148 |
|
|
2019
Q4 | $1.3M | Hold |
31,560
| – | – | 0.06% | 157 |
|
|
2019
Q3 | $1.22M | Hold |
31,560
| – | – | 0.06% | 153 |
|
|
2019
Q2 | $1.23M | Sell |
31,560
-45
| -0.1% | -$1.73K | 0.06% | 153 |
|
|
2019
Q1 | $1.2M | Buy |
31,605
+705
| +2% | +$26K | 0.06% | 154 |
|
|
2018
Q4 | $1.03M | Buy |
30,900
+17,485
| +130% | +$638K | 0.06% | 154 |
|
|
2018
Q3 | $540K | Buy |
13,415
+7,655
| +133% | +$308K | 0.03% | 203 |
|
|
2018
Q2 | $224K | Hold |
5,760
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $216K | Hold |
5,760
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $219K | Hold |
5,760
| – | – | 0.01% | 295 |
|
|
2017
Q3 | $206K | Hold |
5,760
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $200K | Buy |
+5,760
| New | +$199K | 0.01% | 307 |
|
|
2016
Q3 | – | Sell |
-7,375
| Closed | -$220K | – | 284 |
|
|
2016
Q2 | $220K | Buy |
7,375
+100
| +1% | +$2.93K | 0.02% | 243 |
|
|
2016
Q1 | $210K | Sell |
7,275
-100
| -1% | -$2.67K | 0.01% | 251 |
|
|
2015
Q4 | $205K | Buy |
+7,375
| New | +$211K | 0.01% | 256 |
|
Other funds holding IJH
Clifford Swan Investment Counsel's IJH Position: Q1 2026 in Review
Clifford Swan Investment Counsel held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 32,298 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #147.
Clifford Swan Investment Counsel first reported a position in IJH in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.33M in Q2 2025. 2,653 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Clifford Swan Investment Counsel held 32,298 shares of iShares Core S&P Mid-Cap ETF worth $2.18M as of Q1 2026.
- Clifford Swan Investment Counsel left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.07% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #147 holding.
- Clifford Swan Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 39 quarters since.
- Clifford Swan Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $2.33M in Q2 2025.
- 2,653 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.