Cove Private Wealth’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
$1.05M Buy
15,480
+11,340
+274% +$787K 0.24% 76
2025
Q4
$273K Hold
4,140
0.08% 140
2025
Q3
$270K Hold
4,140
0.09% 136
2025
Q2
$257K Buy
+4,140
New +$243K 0.09% 137

Other funds holding IJH

Cove Private Wealth's IJH Position: Q1 2026 in Review

Cove Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 274% in Q1 2026, buying an estimated $787K and bringing the position to 15,480 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #76.

Cove Private Wealth first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Cove Private Wealth held 15,480 shares of iShares Core S&P Mid-Cap ETF worth $1.05M as of Q1 2026.
  • Cove Private Wealth bought 11,340 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $787K.
  • iShares Core S&P Mid-Cap ETF made up 0.24% of Cove Private Wealth's portfolio in Q1 2026, its #76 holding.
  • Cove Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cove Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.