Curi RMB Capital’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 | $17.6M | Sell |
260,354
-28,144
| -10% | -$1.95M | 0.31% | 84 |
|
|
2025
Q4 | $19M | Buy |
288,498
+13,379
| +5% | +$876K | 0.33% | 79 |
|
|
2025
Q3 | $18M | Sell |
275,119
-9,181
| -3% | -$590K | 0.33% | 80 |
|
|
2025
Q2 | $17.6M | Buy |
284,300
+58,171
| +26% | +$3.41M | 0.33% | 78 |
|
|
2025
Q1 | $13.2M | Sell |
226,129
-110,515
| -33% | -$6.86M | 0.33% | 95 |
|
|
2024
Q4 | $21M | Sell |
336,644
-38,580
| -10% | -$2.47M | 0.48% | 50 |
|
|
2024
Q3 | $23.4M | Buy |
375,224
+4,118
| +1% | +$248K | 0.53% | 49 |
|
|
2024
Q2 | $21.7M | Sell |
371,106
-8,840
| -2% | -$519K | 0.52% | 52 |
|
|
2024
Q1 | $23.1M | Buy |
379,946
+341,426
| +886% | +$19.3M | 0.53% | 57 |
|
|
2023
Q4 | $2.14M | Buy |
38,520
+5,205
| +16% | +$264K | 0.07% | 228 |
|
|
2023
Q3 | $1.66M | Buy |
33,315
+40
| +0.1% | +$2.1K | 0.06% | 238 |
|
|
2023
Q2 | $1.74M | Buy |
33,275
+285
| +0.9% | +$14.2K | 0.06% | 239 |
|
|
2023
Q1 | $1.65M | Hold |
32,990
| – | – | 0.06% | 235 |
|
|
2022
Q4 | $1.6M | Sell |
32,990
-1,275
| -4% | -$61.6K | 0.06% | 235 |
|
|
2022
Q3 | $1.5M | Sell |
34,265
-20,200
| -37% | -$977K | 0.06% | 248 |
|
|
2022
Q2 | $2.46M | Sell |
54,465
-570
| -1% | -$28.1K | 0.08% | 198 |
|
|
2022
Q1 | $2.95M | Buy |
55,035
+1,010
| +2% | +$53.8K | 0.09% | 165 |
|
|
2021
Q4 | $3.06M | Hold |
54,025
| – | – | 0.09% | 169 |
|
|
2021
Q3 | $2.84M | Buy |
54,025
+1,630
| +3% | +$87.7K | 0.09% | 172 |
|
|
2021
Q2 | $2.82M | Sell |
52,395
-30
| -0.1% | -$1.62K | 0.09% | 175 |
|
|
2021
Q1 | $2.73M | Hold |
52,425
| – | – | 0.1% | 163 |
|
|
2020
Q4 | $2.41M | Sell |
52,425
-1,175
| -2% | -$49.5K | 0.09% | 192 |
|
|
2020
Q3 | $1.99M | Buy |
53,600
+2,155
| +4% | +$80.6K | 0.09% | 195 |
|
|
2020
Q2 | $1.83M | Hold |
51,445
| – | – | 0.08% | 215 |
|
|
2020
Q1 | $1.48M | Sell |
51,445
-4,110
| -7% | -$153K | 0.07% | 230 |
|
|
2019
Q4 | $2.29M | Sell |
55,555
-8,185
| -13% | -$324K | 0.06% | 256 |
|
|
2019
Q3 | $2.46M | Hold |
63,740
| – | – | 0.06% | 266 |
|
|
2019
Q2 | $2.48M | Sell |
63,740
-1,810
| -3% | -$69.4K | 0.06% | 279 |
|
|
2019
Q1 | $2.48M | Buy |
65,550
+7,345
| +13% | +$271K | 0.06% | 302 |
|
|
2018
Q4 | $1.93M | Buy |
58,205
+840
| +1% | +$30.6K | 0.05% | 348 |
|
|
2018
Q3 | $2.31M | Buy |
57,365
+15
| +0% | +$603 | 0.06% | 353 |
|
|
2018
Q2 | $2.23M | Buy |
57,350
+1,380
| +2% | +$53.3K | 0.05% | 355 |
|
|
2018
Q1 | $2.1M | Sell |
55,970
-30
| -0.1% | -$1.15K | 0.05% | 377 |
|
|
2017
Q4 | $2.13M | Buy |
56,000
+37,055
| +196% | +$1.37M | 0.06% | 366 |
|
|
2017
Q3 | $678K | Hold |
18,945
| – | – | 0.02% | 480 |
|
|
2017
Q2 | $659K | Buy |
+18,945
| New | +$654K | 0.02% | 499 |
|
Other funds holding IJH
Curi RMB Capital's IJH Position: Q1 2026 in Review
Curi RMB Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.8% in Q1 2026, selling an estimated $1.95M and leaving 260,354 shares worth $17.6M. The position accounts for 0.31% of the portfolio, ranked #84.
Curi RMB Capital first reported a position in IJH in Q2 2017 and has held it in 36 quarters since. The position peaked at $23.4M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Curi RMB Capital held 260,354 shares of iShares Core S&P Mid-Cap ETF worth $17.6M as of Q1 2026.
- Curi RMB Capital sold 28,144 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.95M.
- iShares Core S&P Mid-Cap ETF made up 0.31% of Curi RMB Capital's portfolio in Q1 2026, its #84 holding.
- Curi RMB Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Curi RMB Capital's iShares Core S&P Mid-Cap ETF position peaked at $23.4M in Q3 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.