Continuum Advisory’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 | Sell |
32,234
-84
| -0.3% | -$5.83K | 0.21% | 100 |
|
|
2025
Q4 | $2.13M | Sell |
32,318
-1,301
| -4% | -$85.2K | 0.21% | 105 |
|
|
2025
Q3 | $2.19M | Sell |
33,619
-7,396
| -18% | -$475K | 0.23% | 99 |
|
|
2025
Q2 | $2.54M | Sell |
41,015
-2,364
| -5% | -$139K | 0.31% | 81 |
|
|
2025
Q1 | $2.53M | Sell |
43,379
-1,676
| -4% | -$104K | 0.33% | 77 |
|
|
2024
Q4 | $2.81M | Buy |
45,055
+231
| +0.5% | +$14.8K | 0.36% | 66 |
|
|
2024
Q3 | $2.91M | Sell |
44,824
-1,674
| -4% | -$101K | 0.37% | 62 |
|
|
2024
Q2 | $2.72M | Sell |
46,498
-3,076
| -6% | -$181K | 0.39% | 57 |
|
|
2024
Q1 | $2.97M | Buy |
49,574
+504
| +1% | +$28.5K | 0.44% | 48 |
|
|
2023
Q4 | $2.72M | Buy |
49,070
+2,590
| +6% | +$131K | 0.39% | 54 |
|
|
2023
Q3 | $2.32M | Buy |
46,480
+3,370
| +8% | +$177K | 0.37% | 64 |
|
|
2023
Q2 | $2.25M | Sell |
43,110
-115
| -0.3% | -$5.71K | 0.36% | 67 |
|
|
2023
Q1 | $2.16M | Sell |
43,225
-1,535
| -3% | -$78.2K | 0.37% | 72 |
|
|
2022
Q4 | $2.17M | Buy |
44,760
+18,790
| +72% | +$908K | 0.39% | 69 |
|
|
2022
Q3 | $1.14M | Sell |
25,970
-3,600
| -12% | -$174K | 0.2% | 135 |
|
|
2022
Q2 | $1.34M | Buy |
29,570
+940
| +3% | +$46.4K | 0.24% | 117 |
|
|
2022
Q1 | $1.43M | Buy |
28,630
+10,955
| +62% | +$583K | 0.27% | 103 |
|
|
2021
Q4 | $1M | Buy |
17,675
+6,130
| +53% | +$341K | 0.23% | 106 |
|
|
2021
Q3 | $607K | Hold |
11,545
| – | – | 0.16% | 135 |
|
|
2021
Q2 | $620K | Buy |
11,545
+4,005
| +53% | +$216K | 0.19% | 118 |
|
|
2021
Q1 | $406K | Buy |
+7,540
| New | +$377K | 0.17% | 112 |
|
|
2020
Q2 | – | Sell |
-33,355
| Closed | -$903K | – | 156 |
|
|
2020
Q1 | $903K | Sell |
33,355
-1,955
| -6% | -$72.7K | 0.61% | 46 |
|
|
2019
Q4 | $1.45M | Sell |
35,310
-1,980
| -5% | -$78.5K | 0.85% | 31 |
|
|
2019
Q3 | $1.41M | Sell |
37,290
-1,670
| -4% | -$64.2K | 0.95% | 31 |
|
|
2019
Q2 | $1.52M | Buy |
38,960
+2,520
| +7% | +$96.6K | 1.04% | 27 |
|
|
2019
Q1 | $1.4M | Sell |
36,440
-900
| -2% | -$33.2K | 1.05% | 25 |
|
|
2018
Q4 | $1.24M | Sell |
37,340
-795
| -2% | -$29K | 0.91% | 29 |
|
|
2018
Q3 | $1.52M | Sell |
38,135
-4,645
| -11% | -$187K | 1.01% | 27 |
|
|
2018
Q2 | $1.67M | Sell |
42,780
-4,650
| -10% | -$180K | 1.22% | 23 |
|
|
2018
Q1 | $1.78M | Sell |
47,430
-14,645
| -24% | -$560K | 1.49% | 15 |
|
|
2017
Q4 | $2.36M | Buy |
62,075
+2,405
| +4% | +$88.9K | 1.81% | 10 |
|
|
2017
Q3 | $2.13M | Buy |
59,670
+13,190
| +28% | +$459K | 1.87% | 10 |
|
|
2017
Q2 | $1.62M | Buy |
46,480
+5,180
| +13% | +$179K | 1.6% | 11 |
|
|
2017
Q1 | $1.41M | Buy |
+41,300
| New | +$1.41M | 1.7% | 13 |
|
Other funds holding IJH
Continuum Advisory's IJH Position: Q1 2026 in Review
Continuum Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.26% in Q1 2026, selling an estimated $5.83K and leaving 32,234 shares worth $2.18M. The position accounts for 0.21% of the portfolio, ranked #100.
Continuum Advisory first reported a position in IJH in Q1 2017 and has held it in 34 quarters since. The position peaked at $2.97M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Continuum Advisory held 32,234 shares of iShares Core S&P Mid-Cap ETF worth $2.18M as of Q1 2026.
- Continuum Advisory sold 84 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.83K.
- iShares Core S&P Mid-Cap ETF made up 0.21% of Continuum Advisory's portfolio in Q1 2026, its #100 holding.
- Continuum Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 34 quarters since.
- Continuum Advisory's iShares Core S&P Mid-Cap ETF position peaked at $2.97M in Q1 2024.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.