Cornerstone Wealth Management’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 | $5.89M | Sell |
87,172
-347
| -0.4% | -$24.1K | 0.29% | 81 |
|
|
2025
Q4 | $5.78M | Sell |
87,519
-462
| -0.5% | -$30.3K | 0.3% | 80 |
|
|
2025
Q3 | $5.74M | Buy |
87,981
+871
| +1% | +$56K | 0.32% | 78 |
|
|
2025
Q2 | $5.4M | Sell |
87,110
-46
| -0.1% | -$2.7K | 0.33% | 71 |
|
|
2025
Q1 | $5.09M | Sell |
87,156
-294
| -0.3% | -$18.3K | 0.34% | 70 |
|
|
2024
Q4 | $5.45M | Buy |
87,450
+2,532
| +3% | +$162K | 0.37% | 67 |
|
|
2024
Q3 | $5.29M | Buy |
84,918
+1,353
| +2% | +$81.6K | 0.37% | 67 |
|
|
2024
Q2 | $4.89M | Buy |
83,565
+890
| +1% | +$52.3K | 0.38% | 64 |
|
|
2024
Q1 | $5.02M | Sell |
82,675
-4,730
| -5% | -$268K | 0.41% | 58 |
|
|
2023
Q4 | $4.84M | Sell |
87,405
-5,305
| -6% | -$269K | 0.42% | 53 |
|
|
2023
Q3 | $4.62M | Buy |
92,710
+2,565
| +3% | +$134K | 0.44% | 52 |
|
|
2023
Q2 | $4.71M | Buy |
90,145
+14,635
| +19% | +$727K | 0.42% | 52 |
|
|
2023
Q1 | $3.78M | Buy |
+75,510
| New | +$3.85M | 0.37% | 56 |
|
|
2022
Q3 | $4.53M | Sell |
103,275
-3,155
| -3% | -$153K | 0.5% | 45 |
|
|
2022
Q2 | $4.82M | Sell |
106,430
-2,585
| -2% | -$128K | 0.53% | 42 |
|
|
2022
Q1 | $5.85M | Sell |
109,015
-1,235
| -1% | -$65.8K | 0.57% | 38 |
|
|
2021
Q4 | $6.25M | Buy |
110,250
+10,195
| +10% | +$567K | 0.6% | 37 |
|
|
2021
Q3 | $5.26M | Buy |
100,055
+2,420
| +2% | +$130K | 0.56% | 36 |
|
|
2021
Q2 | $5.25M | Buy |
97,635
+16,095
| +20% | +$869K | 0.55% | 33 |
|
|
2021
Q1 | $4.25M | Sell |
81,540
-15,180
| -16% | -$758K | 0.5% | 40 |
|
|
2020
Q4 | $4.45M | Sell |
96,720
-1,830
| -2% | -$77.1K | 0.56% | 35 |
|
|
2020
Q3 | $3.65M | Sell |
98,550
-2,560
| -3% | -$95.7K | 0.54% | 34 |
|
|
2020
Q2 | $3.6M | Sell |
101,110
-4,105
| -4% | -$136K | 0.58% | 30 |
|
|
2020
Q1 | $3.03M | Sell |
105,215
-89,745
| -46% | -$3.34M | 0.58% | 29 |
|
|
2019
Q4 | $8.03M | Sell |
194,960
-9,245
| -5% | -$366K | 1.3% | 17 |
|
|
2019
Q3 | $7.89M | Sell |
204,205
-18,930
| -8% | -$727K | 1.39% | 15 |
|
|
2019
Q2 | $8.67M | Buy |
223,135
+27,855
| +14% | +$1.07M | 1.56% | 13 |
|
|
2019
Q1 | $19.4M | Buy |
195,280
+4,260
| +2% | +$157K | 2.35% | 5 |
|
|
2018
Q4 | $6.3M | Sell |
191,020
-27,556,115
| -99% | -$1.01B | 1.35% | 18 |
|
|
2018
Q3 | $30.7M | Sell |
27,747,135
-12,566,730
| -31% | -$505M | 0.39% | 53 |
|
|
2018
Q2 | $41.4M | Buy |
40,313,865
+40,064,650
| +16,076% | +$1.55B | 0.47% | 46 |
|
|
2018
Q1 | $9.13M | Buy |
249,215
+75,730
| +44% | +$2.9M | 1.74% | 11 |
|
|
2017
Q4 | $6.75M | Buy |
173,485
+19,960
| +13% | +$738K | 1.27% | 17 |
|
|
2017
Q3 | $5.55M | Buy |
153,525
+20,980
| +16% | +$731K | 1.15% | 17 |
|
|
2017
Q2 | $4.61M | Sell |
132,545
-8,515
| -6% | -$294K | 1.03% | 18 |
|
|
2017
Q1 | $4.77M | Buy |
141,060
+42,815
| +44% | +$1.46M | 1.18% | 18 |
|
|
2016
Q4 | $3.27M | Buy |
98,245
+81,280
| +479% | +$2.58M | 1.05% | 18 |
|
|
2016
Q3 | $520K | Buy |
+16,965
| New | +$524K | 0.19% | 110 |
|
Other funds holding IJH
Cornerstone Wealth Management's IJH Position: Q1 2026 in Review
Cornerstone Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.4% in Q1 2026, selling an estimated $24.1K and leaving 87,172 shares worth $5.89M. The position accounts for 0.29% of the portfolio, ranked #81.
Cornerstone Wealth Management first reported a position in IJH in Q3 2016 and has held it in 38 quarters since. The position peaked at $41.4M in Q2 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Cornerstone Wealth Management held 87,172 shares of iShares Core S&P Mid-Cap ETF worth $5.89M as of Q1 2026.
- Cornerstone Wealth Management sold 347 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $24.1K.
- iShares Core S&P Mid-Cap ETF made up 0.29% of Cornerstone Wealth Management's portfolio in Q1 2026, its #81 holding.
- Cornerstone Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2016 and has held it in 38 quarters since.
- Cornerstone Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $41.4M in Q2 2018.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.