Destination Wealth Management’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 | $71.5M | Buy |
1,058,158
+14,804
| +1% | +$1.03M | 1.86% | 15 |
|
|
2025
Q4 | $68.9M | Buy |
1,043,354
+7,640
| +0.7% | +$500K | 1.8% | 16 |
|
|
2025
Q3 | $67.6M | Buy |
1,035,714
+8,297
| +0.8% | +$533K | 1.86% | 19 |
|
|
2025
Q2 | $63.7M | Buy |
1,027,417
+21,194
| +2% | +$1.24M | 1.87% | 18 |
|
|
2025
Q1 | $58.7M | Buy |
1,006,223
+11,503
| +1% | +$714K | 1.85% | 15 |
|
|
2024
Q4 | $62M | Sell |
994,720
-11,952
| -1% | -$767K | 1.94% | 15 |
|
|
2024
Q3 | $62.7M | Buy |
1,006,672
+11,902
| +1% | +$718K | 1.95% | 14 |
|
|
2024
Q2 | $58.2M | Sell |
994,770
-12,200
| -1% | -$717K | 1.92% | 17 |
|
|
2024
Q1 | $61.2M | Buy |
1,006,970
+8,295
| +0.8% | +$470K | 2.03% | 13 |
|
|
2023
Q4 | $55.4M | Sell |
998,675
-1,200
| -0.1% | -$60.9K | 1.92% | 15 |
|
|
2023
Q3 | $49.9M | Sell |
999,875
-1,945
| -0.2% | -$102K | 1.94% | 13 |
|
|
2023
Q2 | $52.4M | Buy |
1,001,820
+11,665
| +1% | +$580K | 1.95% | 13 |
|
|
2023
Q1 | $49.5M | Sell |
990,155
-10,340
| -1% | -$527K | 1.88% | 15 |
|
|
2022
Q4 | $48.4M | Sell |
1,000,495
-14,600
| -1% | -$705K | 1.93% | 12 |
|
|
2022
Q3 | $44.5M | Buy |
1,015,095
+5,060
| +0.5% | +$245K | 1.87% | 13 |
|
|
2022
Q2 | $45.7M | Buy |
1,010,035
+875
| +0.1% | +$43.2K | 1.84% | 15 |
|
|
2022
Q1 | $54.2M | Buy |
1,009,160
+6,310
| +0.6% | +$336K | 2.01% | 14 |
|
|
2021
Q4 | $56.8M | Buy |
1,002,850
+11,150
| +1% | +$621K | 2.01% | 14 |
|
|
2021
Q3 | $52.2M | Buy |
991,700
+11,685
| +1% | +$629K | 2.03% | 12 |
|
|
2021
Q2 | $52.7M | Sell |
980,015
-15,925
| -2% | -$860K | 2.03% | 11 |
|
|
2021
Q1 | $51.8M | Sell |
995,940
-58,205
| -6% | -$2.91M | 2.14% | 11 |
|
|
2020
Q4 | $48.5M | Sell |
1,054,145
-10,805
| -1% | -$455K | 2.11% | 13 |
|
|
2020
Q3 | $39.5M | Sell |
1,064,950
-17,880
| -2% | -$668K | 2% | 13 |
|
|
2020
Q2 | $38.5M | Buy |
1,082,830
+68,825
| +7% | +$2.29M | 2.08% | 12 |
|
|
2020
Q1 | $29.2M | Buy |
1,014,005
+39,650
| +4% | +$1.47M | 1.79% | 14 |
|
|
2019
Q4 | $40.1M | Sell |
974,355
-3,320
| -0.3% | -$132K | 2.04% | 12 |
|
|
2019
Q3 | $37.8M | Buy |
977,675
+23,460
| +2% | +$902K | 2.05% | 12 |
|
|
2019
Q2 | $37.1M | Buy |
954,215
+13,015
| +1% | +$499K | 2.04% | 12 |
|
|
2019
Q1 | $35.7M | Buy |
941,200
+17,605
| +2% | +$650K | 2.01% | 12 |
|
|
2018
Q4 | $30.7M | Buy |
923,595
+9,430
| +1% | +$344K | 1.85% | 13 |
|
|
2018
Q3 | $36.8M | Buy |
914,165
+6,155
| +0.7% | +$247K | 2.05% | 12 |
|
|
2018
Q2 | $35.4M | Sell |
908,010
-6,105
| -0.7% | -$236K | 2.12% | 12 |
|
|
2018
Q1 | $34.3M | Sell |
914,115
-8,715
| -0.9% | -$333K | 2.09% | 12 |
|
|
2017
Q4 | $35M | Sell |
922,830
-8,420
| -0.9% | -$311K | 2.13% | 12 |
|
|
2017
Q3 | $33.3M | Sell |
931,250
-895
| -0.1% | -$31.2K | 2.13% | 12 |
|
|
2017
Q2 | $32.4M | Buy |
932,145
+5,345
| +0.6% | +$185K | 2.16% | 12 |
|
|
2017
Q1 | $31.7M | Sell |
926,800
-1,810
| -0.2% | -$61.6K | 2.18% | 12 |
|
|
2016
Q4 | $30.7M | Buy |
928,610
+13,630
| +1% | +$432K | 2.25% | 10 |
|
|
2016
Q3 | $28.3M | Buy |
914,980
+7,145
| +0.8% | +$221K | 2.19% | 11 |
|
|
2016
Q2 | $27.1M | Sell |
907,835
-95,825
| -10% | -$2.81M | 2.23% | 11 |
|
|
2016
Q1 | $28M | Hold |
1,003,660
| – | – | 2.68% | 10 |
|
|
2015
Q4 | $28M | Sell |
1,003,660
-30,470
| -3% | -$871K | 2.68% | 10 |
|
|
2015
Q3 | $28.3M | Sell |
1,034,130
-491,085
| -32% | -$14.3M | 3.14% | 9 |
|
|
2015
Q2 | $45.8M | Buy |
1,525,215
+475,575
| +45% | +$14.5M | 3.03% | 4 |
|
|
2015
Q1 | $31.9M | Sell |
1,049,640
-23,135
| -2% | -$684K | 3.46% | 7 |
|
|
2014
Q4 | $31.1M | Sell |
1,072,775
-1,975
| -0.2% | -$55.5K | 3.14% | 7 |
|
|
2014
Q3 | $29.4M | Sell |
1,074,750
-74,525
| -6% | -$2.1M | 3.07% | 10 |
|
|
2014
Q2 | $32.9M | Sell |
1,149,275
-15,225
| -1% | -$418K | 3.39% | 7 |
|
|
2014
Q1 | $32M | Sell |
1,164,500
-765
| -0.1% | -$20.6K | 3.43% | 6 |
|
|
2013
Q4 | $31.2M | Sell |
1,165,265
-16,775
| -1% | -$433K | 3.27% | 7 |
|
|
2013
Q3 | $29.3M | Buy |
1,182,040
+11,640
| +1% | +$284K | 3.39% | 5 |
|
|
2013
Q2 | $27M | Buy |
+1,170,400
| New | +$27.2M | 3.31% | 6 |
|
Other funds holding IJH
Destination Wealth Management's IJH Position: Q1 2026 in Review
Destination Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, buying an estimated $1.03M and bringing the position to 1,058,158 shares worth $71.5M. The position accounts for 1.86% of the portfolio, ranked #15.
Destination Wealth Management first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Destination Wealth Management held 1,058,158 shares of iShares Core S&P Mid-Cap ETF worth $71.5M as of Q1 2026.
- Destination Wealth Management bought 14,804 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.03M.
- iShares Core S&P Mid-Cap ETF made up 1.86% of Destination Wealth Management's portfolio in Q1 2026, its #15 holding.
- Destination Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.