Donor Advised Charitable Giving’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 | $1.45M | Buy |
21,407
+1,007
| +5% | +$69.9K | 0.04% | 13 |
|
|
2025
Q4 | $1.35M | Sell |
20,400
-1,580
| -7% | -$103K | 0.03% | 16 |
|
|
2025
Q3 | $1.43M | Sell |
21,980
-7,779
| -26% | -$500K | 0.03% | 16 |
|
|
2025
Q2 | $1.85M | Buy |
29,759
+1,920
| +7% | +$113K | 0.04% | 14 |
|
|
2025
Q1 | $1.62M | Buy |
27,839
+4,046
| +17% | +$251K | 0.05% | 15 |
|
|
2024
Q4 | $1.48M | Buy |
23,793
+5,718
| +32% | +$367K | 0.03% | 16 |
|
|
2024
Q3 | $1.13M | Sell |
18,075
-1,078
| -6% | -$65K | 0.03% | 19 |
|
|
2024
Q2 | $1.12M | Buy |
19,153
+1,012
| +6% | +$59.5K | 0.03% | 20 |
|
|
2024
Q1 | $1.1M | Sell |
18,141
-334
| -2% | -$18.9K | 0.03% | 16 |
|
|
2023
Q4 | $1.02M | Buy |
18,475
+735
| +4% | +$37.3K | 0.05% | 17 |
|
|
2023
Q3 | $885K | Sell |
17,740
-535
| -3% | -$28K | 0.05% | 12 |
|
|
2023
Q2 | $956K | Buy |
18,275
+875
| +5% | +$43.5K | 0.06% | 14 |
|
|
2023
Q1 | $871K | Buy |
17,400
+510
| +3% | +$26K | 0.08% | 17 |
|
|
2022
Q4 | $817K | Buy |
16,890
+565
| +3% | +$27.3K | 0.14% | 17 |
|
|
2022
Q3 | $716K | Sell |
16,325
-385
| -2% | -$18.6K | 0.15% | 18 |
|
|
2022
Q2 | $756K | Sell |
16,710
-1,680
| -9% | -$82.9K | 0.13% | 18 |
|
|
2022
Q1 | $987K | Buy |
18,390
+2,745
| +18% | +$146K | 0.1% | 19 |
|
|
2021
Q4 | $886K | Sell |
15,645
-980
| -6% | -$54.6K | 0.09% | 17 |
|
|
2021
Q3 | $875K | Sell |
16,625
-5,395
| -25% | -$290K | 0.16% | 23 |
|
|
2021
Q2 | $1.18M | Sell |
22,020
-810
| -4% | -$43.7K | 0.13% | 70 |
|
|
2021
Q1 | $1.19M | Sell |
22,830
-2,350
| -9% | -$117K | 0.12% | 67 |
|
|
2020
Q4 | $1.16M | Sell |
25,180
-995
| -4% | -$41.9K | 0.16% | 67 |
|
|
2020
Q3 | $970K | Buy |
26,175
+13,530
| +107% | +$506K | 0.28% | 11 |
|
|
2020
Q2 | $450K | Buy |
12,645
+495
| +4% | +$16.4K | 0.17% | 22 |
|
|
2020
Q1 | $350K | Sell |
12,150
-235
| -2% | -$8.74K | 0.18% | 25 |
|
|
2019
Q4 | $510K | Sell |
12,385
-1,450
| -10% | -$57.5K | 0.27% | 20 |
|
|
2019
Q3 | $535K | Sell |
13,835
-15,110
| -52% | -$581K | 0.42% | 18 |
|
|
2019
Q2 | $1.12M | Buy |
+28,945
| New | +$1.11M | 0.91% | 8 |
|
|
2019
Q1 | – | Sell |
-40,000
| Closed | -$1.33M | – | 28 |
|
|
2018
Q4 | $1.33M | Buy |
40,000
+11,945
| +43% | +$436K | 1.55% | 5 |
|
|
2018
Q3 | $1.13M | Buy |
28,055
+2,220
| +9% | +$89.2K | 0.82% | 6 |
|
|
2018
Q2 | $1.01M | Sell |
25,835
-2,140
| -8% | -$82.7K | 0.82% | 6 |
|
|
2018
Q1 | $1.05M | Buy |
27,975
+5,420
| +24% | +$207K | 0.81% | 6 |
|
|
2017
Q4 | $856K | Buy |
+22,555
| New | +$834K | 0.72% | 7 |
|
Other funds holding IJH
Donor Advised Charitable Giving's IJH Position: Q1 2026 in Review
Donor Advised Charitable Giving increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, buying an estimated $69.9K and bringing the position to 21,407 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #13.
Donor Advised Charitable Giving first reported a position in IJH in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.85M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Donor Advised Charitable Giving held 21,407 shares of iShares Core S&P Mid-Cap ETF worth $1.45M as of Q1 2026.
- Donor Advised Charitable Giving bought 1,007 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $69.9K.
- iShares Core S&P Mid-Cap ETF made up 0.04% of Donor Advised Charitable Giving's portfolio in Q1 2026, its #13 holding.
- Donor Advised Charitable Giving first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
- Donor Advised Charitable Giving's iShares Core S&P Mid-Cap ETF position peaked at $1.85M in Q2 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.