Cypress Capital Advisors’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
$362K Sell
5,362
-3,635
-40% -$252K 0.2% 59
2025
Q4
$594K Hold
8,997
0.32% 49
2025
Q3
$587K Hold
8,997
0.33% 50
2025
Q2
$558K Buy
8,997
+13
+0.1% +$763 0.35% 49
2025
Q1
$524K Buy
8,984
+18
+0.2% +$1.12K 0.36% 51
2024
Q4
$559K Buy
+8,966
New +$575K 0.44% 42

Other funds holding IJH

Cypress Capital Advisors's IJH Position: Q1 2026 in Review

Cypress Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 40% in Q1 2026, selling an estimated $252K and leaving 5,362 shares worth $362K. The position accounts for 0.2% of the portfolio, ranked #59.

Cypress Capital Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Cypress Capital Advisors held 5,362 shares of iShares Core S&P Mid-Cap ETF worth $362K as of Q1 2026.
  • Cypress Capital Advisors sold 3,635 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $252K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Cypress Capital Advisors's portfolio in Q1 2026, its #59 holding.
  • Cypress Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Cypress Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $594K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.