Colonial River Investments’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
$318K Buy
4,709
+819
+21% +$56.8K 0.11% 170
2025
Q4
$257K Buy
3,890
+163
+4% +$10.7K 0.09% 203
2025
Q3
$243K Sell
3,727
-355
-9% -$22.8K 0.09% 202
2025
Q2
$261K Buy
4,082
+72
+2% +$4.23K 0.11% 178
2025
Q1
$234K Sell
4,010
-50
-1% -$3.1K 0.13% 171
2024
Q4
$253K Buy
4,060
+100
+3% +$6.41K 0.12% 171
2024
Q3
$247K Sell
3,960
-268
-6% -$16.2K 0.12% 180
2024
Q2
$247K Sell
4,228
-33
-0.8% -$1.94K 0.13% 134
2024
Q1
$259K Sell
4,261
-589
-12% -$33.3K 0.15% 137
2023
Q4
$269K Sell
4,850
-250
-5% -$12.7K 0.16% 152
2023
Q3
$254K Sell
5,100
-6,845
-57% -$359K 0.17% 130
2023
Q2
$625K Sell
11,945
-5,145
-30% -$256K 0.41% 69
2023
Q1
$855K Buy
17,090
+895
+6% +$45.6K 0.5% 57
2022
Q4
$783K Sell
16,195
-235
-1% -$11.4K 0.5% 56
2022
Q3
$720K Sell
16,430
-1,610
-9% -$77.8K 0.5% 64
2022
Q2
$816K Sell
18,040
-240
-1% -$11.8K 0.53% 54
2022
Q1
$981K Sell
18,280
-650
-3% -$34.6K 0.57% 47
2021
Q4
$1.07M Buy
+18,930
New +$1.05M 0.58% 50
2021
Q3
Sell
-19,260
Closed -$1.03M 116
2021
Q2
$1.03M Sell
19,260
-60
-0.3% -$3.24K 0.74% 38
2021
Q1
$1.01M Buy
19,320
+1,055
+6% +$52.7K 0.81% 37
2020
Q4
$920 Buy
+18,265
New +$770K 0.42% 40

Other funds holding IJH

Colonial River Investments's IJH Position: Q1 2026 in Review

Colonial River Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q1 2026, buying an estimated $56.8K and bringing the position to 4,709 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #170.

Colonial River Investments first reported a position in IJH in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.07M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Colonial River Investments held 4,709 shares of iShares Core S&P Mid-Cap ETF worth $318K as of Q1 2026.
  • Colonial River Investments bought 819 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $56.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Colonial River Investments's portfolio in Q1 2026, its #170 holding.
  • Colonial River Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Colonial River Investments's iShares Core S&P Mid-Cap ETF position peaked at $1.07M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Colonial River Investments's 13F filing for Q1 2026, filed 27 Apr 2026.