Culbertson A N & Co’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
Q2 | $1.76M | Sell |
22,829
-155
| -0.7% | -$11.4K | 0.21% | 80 |
|
|
2026
Q1 | $1.55M | Sell |
22,984
-135
| -0.6% | -$9.37K | 0.2% | 83 |
|
|
2025
Q4 | $1.53M | Sell |
23,119
-125
| -0.5% | -$8.19K | 0.21% | 79 |
|
|
2025
Q3 | $1.52M | Hold |
23,244
| – | – | 0.21% | 78 |
|
|
2025
Q2 | $1.44M | Buy |
23,244
+1,375
| +6% | +$80.7K | 0.22% | 80 |
|
|
2025
Q1 | $1.28M | Buy |
21,869
+264
| +1% | +$16.4K | 0.2% | 84 |
|
|
2024
Q4 | $1.35M | Buy |
21,605
+50
| +0.2% | +$3.21K | 0.21% | 84 |
|
|
2024
Q3 | $1.34M | Buy |
21,555
+320
| +2% | +$19.3K | 0.22% | 85 |
|
|
2024
Q2 | $1.24M | Buy |
21,235
+1,730
| +9% | +$102K | 0.22% | 82 |
|
|
2024
Q1 | $1.18M | Buy |
19,505
+4,465
| +30% | +$253K | 0.2% | 85 |
|
|
2023
Q4 | $834K | Buy |
15,040
+1,535
| +11% | +$77.9K | 0.16% | 89 |
|
|
2023
Q3 | $673K | Buy |
13,505
+250
| +2% | +$13.1K | 0.14% | 93 |
|
|
2023
Q2 | $693K | Buy |
13,255
+3,325
| +33% | +$165K | 0.13% | 94 |
|
|
2023
Q1 | $497K | Sell |
9,930
-1,485
| -13% | -$75.7K | 0.1% | 101 |
|
|
2022
Q4 | $552K | Buy |
11,415
+1,000
| +10% | +$48.3K | 0.12% | 96 |
|
|
2022
Q3 | $456K | Sell |
10,415
-850
| -8% | -$41.1K | 0.11% | 98 |
|
|
2022
Q2 | $509K | Sell |
11,265
-100
| -0.9% | -$4.94K | 0.11% | 100 |
|
|
2022
Q1 | $609K | Sell |
11,365
-100
| -0.9% | -$5.32K | 0.11% | 98 |
|
|
2021
Q4 | $649K | Hold |
11,465
| – | – | 0.12% | 95 |
|
|
2021
Q3 | $603K | Hold |
11,465
| – | – | 0.12% | 95 |
|
|
2021
Q2 | $616K | Hold |
11,465
| – | – | 0.13% | 94 |
|
|
2021
Q1 | $597K | Hold |
11,465
| – | – | 0.13% | 94 |
|
|
2020
Q4 | $527K | Hold |
11,465
| – | – | 0.13% | 94 |
|
|
2020
Q3 | $425K | Sell |
11,465
-1,325
| -10% | -$49.5K | 0.11% | 95 |
|
|
2020
Q2 | $455K | Hold |
12,790
| – | – | 0.13% | 92 |
|
|
2020
Q1 | $368K | Sell |
12,790
-600
| -4% | -$22.3K | 0.12% | 92 |
|
|
2019
Q4 | $551K | Buy |
13,390
+175
| +1% | +$6.93K | 0.14% | 87 |
|
|
2019
Q3 | $511K | Hold |
13,215
| – | – | 0.14% | 90 |
|
|
2019
Q2 | $513K | Hold |
13,215
| – | – | 0.14% | 90 |
|
|
2019
Q1 | $501K | Buy |
13,215
+125
| +1% | +$4.62K | 0.14% | 88 |
|
|
2018
Q4 | $435K | Buy |
13,090
+1,000
| +8% | +$36.5K | 0.14% | 91 |
|
|
2018
Q3 | $487K | Buy |
12,090
+5,000
| +71% | +$201K | 0.13% | 94 |
|
|
2018
Q2 | $276K | Hold |
7,090
| – | – | 0.08% | 101 |
|
|
2018
Q1 | $266K | Buy |
7,090
+50
| +0.7% | +$1.91K | 0.08% | 99 |
|
|
2017
Q4 | $267K | Buy |
7,040
+460
| +7% | +$17K | 0.08% | 98 |
|
|
2017
Q3 | $235K | Hold |
6,580
| – | – | 0.07% | 94 |
|
|
2017
Q2 | $229K | Hold |
6,580
| – | – | 0.07% | 90 |
|
|
2017
Q1 | $225K | Buy |
6,580
+425
| +7% | +$14.5K | 0.07% | 88 |
|
|
2016
Q4 | $204K | Buy |
+6,155
| New | +$195K | 0.07% | 90 |
|
Other funds holding IJH
Culbertson A N & Co's IJH Position: Q2 2026 in Review
Culbertson A N & Co reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.67% in Q2 2026, selling an estimated $11.4K and leaving 22,829 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #80.
Culbertson A N & Co first reported a position in IJH in Q4 2016 and has held it in 39 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Culbertson A N & Co held 22,829 shares of iShares Core S&P Mid-Cap ETF worth $1.76M as of Q2 2026.
- Culbertson A N & Co sold 155 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
- iShares Core S&P Mid-Cap ETF made up 0.21% of Culbertson A N & Co's portfolio in Q2 2026, its #80 holding.
- Culbertson A N & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.