Delap Wealth Advisory’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
Sell
-9,413
Closed -$621K 93
2025
Q4
$621K Buy
+9,413
New +$617K 0.24% 49
2024
Q2
Sell
-4,359
Closed -$265K 205
2024
Q1
$265K Buy
4,359
+599
+16% +$33.9K 0.11% 182
2023
Q4
$208K Buy
+3,760
New +$191K 0.09% 92
2023
Q1
Sell
-5,830
Closed -$282K 66
2022
Q4
$282K Buy
+5,830
New +$282K 0.29% 53

Other funds holding IJH

Delap Wealth Advisory's IJH Position: Q1 2026 in Review

Delap Wealth Advisory sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 9,413 shares — an estimated $621K sold.

Delap Wealth Advisory first reported a position in IJH in Q4 2022 and held it in 4 quarters. The position peaked at $621K in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Delap Wealth Advisory reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 9,413 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $621K.
  • Delap Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and held it in 4 quarters.
  • Delap Wealth Advisory's iShares Core S&P Mid-Cap ETF position peaked at $621K in Q4 2025.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.