Edmond de Rothschild Holding’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
Q2 | $503K | Buy |
6,522
+83
| +1% | +$6.09K | 0.01% | 374 |
|
|
2026
Q1 | $435K | Buy |
6,439
+681
| +12% | +$47.2K | 0.01% | 331 |
|
|
2025
Q4 | $380K | Hold |
5,758
| – | – | 0.01% | 348 |
|
|
2025
Q3 | $376K | Sell |
5,758
-155
| -3% | -$9.96K | 0.01% | 349 |
|
|
2025
Q2 | $367K | Sell |
5,913
-948
| -14% | -$55.6K | 0.01% | 349 |
|
|
2025
Q1 | $400K | Sell |
6,861
-3,695
| -35% | -$229K | 0.01% | 338 |
|
|
2024
Q4 | $658K | Buy |
10,556
+306
| +3% | +$19.6K | 0.01% | 309 |
|
|
2024
Q3 | $639K | Buy |
10,250
+720
| +8% | +$43.4K | 0.01% | 313 |
|
|
2024
Q2 | $558K | Sell |
9,530
-220
| -2% | -$12.9K | 0.01% | 329 |
|
|
2024
Q1 | $592K | Sell |
9,750
-225
| -2% | -$12.7K | 0.01% | 346 |
|
|
2023
Q4 | $553K | Buy |
9,975
+975
| +11% | +$49.5K | 0.01% | 354 |
|
|
2023
Q3 | $449K | Sell |
9,000
-2,750
| -23% | -$144K | 0.01% | 373 |
|
|
2023
Q2 | $614K | Hold |
11,750
| – | – | 0.01% | 365 |
|
|
2023
Q1 | $588K | Buy |
11,750
+2,750
| +31% | +$140K | 0.01% | 366 |
|
|
2022
Q4 | $435K | Hold |
9,000
| – | – | 0.01% | 387 |
|
|
2022
Q3 | $395K | Hold |
9,000
| – | – | 0.01% | 392 |
|
|
2022
Q2 | $407K | Sell |
9,000
-20,540
| -70% | -$1.01M | 0.01% | 411 |
|
|
2022
Q1 | $1.58M | Sell |
29,540
-2,520
| -8% | -$134K | 0.03% | 295 |
|
|
2021
Q4 | $1.81M | Hold |
32,060
| – | – | 0.04% | 308 |
|
|
2021
Q3 | $1.69M | Hold |
32,060
| – | – | 0.04% | 303 |
|
|
2021
Q2 | $1.72M | Hold |
32,060
| – | – | 0.04% | 299 |
|
|
2021
Q1 | $1.67M | Buy |
32,060
+3,115
| +11% | +$156K | 0.05% | 265 |
|
|
2020
Q4 | $1.33M | Sell |
28,945
-505
| -2% | -$21.3K | 0.04% | 266 |
|
|
2020
Q3 | $1.09M | Hold |
29,450
| – | – | 0.04% | 254 |
|
|
2020
Q2 | $1.05M | Sell |
29,450
-1,550
| -5% | -$51.5K | 0.04% | 237 |
|
|
2020
Q1 | $892K | Sell |
31,000
-700,650
| -96% | -$26M | 0.05% | 223 |
|
|
2019
Q4 | $30.1M | Sell |
731,650
-27,970
| -4% | -$1.11M | 1.19% | 18 |
|
|
2019
Q3 | $29.4M | Buy |
759,620
+24,395
| +3% | +$938K | 1.17% | 22 |
|
|
2019
Q2 | $28.6M | Buy |
735,225
+74,205
| +11% | +$2.84M | 1.07% | 25 |
|
|
2019
Q1 | $25M | Sell |
661,020
-122,185
| -16% | -$4.51M | 0.87% | 34 |
|
|
2018
Q4 | $26M | Buy |
783,205
+35,985
| +5% | +$1.31M | 0.91% | 30 |
|
|
2018
Q3 | $30.1M | Sell |
747,220
-2,020
| -0.3% | -$81.2K | 0.86% | 35 |
|
|
2018
Q2 | $29.2M | Sell |
749,240
-9,295
| -1% | -$359K | 0.84% | 37 |
|
|
2018
Q1 | $28.5M | Buy |
758,535
+141,530
| +23% | +$5.41M | 0.83% | 34 |
|
|
2017
Q4 | $23.4M | Buy |
617,005
+28,375
| +5% | +$1.05M | 0.67% | 48 |
|
|
2017
Q3 | $21.1M | Sell |
588,630
-15,640
| -3% | -$545K | 0.6% | 51 |
|
|
2017
Q2 | $21M | Buy |
604,270
+28,300
| +5% | +$977K | 0.59% | 50 |
|
|
2017
Q1 | $19.7M | Buy |
575,970
+16,610
| +3% | +$565K | 0.52% | 60 |
|
|
2016
Q4 | $18.5M | Buy |
559,360
+160
| +0% | +$5.07K | 0.51% | 59 |
|
|
2016
Q3 | $17.3M | Buy |
559,200
+27,155
| +5% | +$839K | 0.52% | 59 |
|
|
2016
Q2 | $15.9M | Sell |
532,045
-4,010
| -0.7% | -$118K | 0.51% | 54 |
|
|
2016
Q1 | $15.5M | Sell |
536,055
-3,290
| -0.6% | -$87.9K | 0.49% | 58 |
|
|
2015
Q4 | $15.2M | Sell |
539,345
-35,155
| -6% | -$1M | 0.4% | 66 |
|
|
2015
Q3 | $15.7M | Buy |
574,500
+49,580
| +9% | +$1.44M | 0.39% | 68 |
|
|
2015
Q2 | $15.7M | Buy |
+524,920
| New | +$16M | 0.34% | 71 |
|
Other funds holding IJH
Edmond de Rothschild Holding's IJH Position: Q2 2026 in Review
Edmond de Rothschild Holding increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $6.09K and bringing the position to 6,522 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #374.
Edmond de Rothschild Holding first reported a position in IJH in Q2 2015 and has held it in 45 quarters since. The position peaked at $30.1M in Q4 2019. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Edmond de Rothschild Holding held 6,522 shares of iShares Core S&P Mid-Cap ETF worth $503K as of Q2 2026.
- Edmond de Rothschild Holding bought 83 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.09K.
- iShares Core S&P Mid-Cap ETF made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #374 holding.
- Edmond de Rothschild Holding first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 45 quarters since.
- Edmond de Rothschild Holding's iShares Core S&P Mid-Cap ETF position peaked at $30.1M in Q4 2019.
- 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.