Eldridge Investment 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 | $693K | Sell |
10,262
-99
| -1% | -$6.87K | 0.15% | 83 |
|
|
2025
Q4 | $684K | Sell |
10,361
-1,397
| -12% | -$91.5K | 0.15% | 88 |
|
|
2025
Q3 | $767K | Sell |
11,758
-120,117
| -91% | -$7.72M | 0.17% | 85 |
|
|
2025
Q2 | $8.18M | Sell |
131,875
-675
| -0.5% | -$39.6K | 1.71% | 18 |
|
|
2025
Q1 | $7.73M | Sell |
132,550
-406
| -0.3% | -$25.2K | 1.78% | 14 |
|
|
2024
Q4 | $8.29M | Buy |
132,956
+890
| +0.7% | +$57.1K | 1.93% | 13 |
|
|
2024
Q3 | $8.23M | Hold |
132,066
| – | – | 1.93% | 13 |
|
|
2024
Q2 | $7.73M | Sell |
132,066
-8,886
| -6% | -$522K | 1.95% | 12 |
|
|
2024
Q1 | $8.56M | Sell |
140,952
-9,488
| -6% | -$537K | 2.2% | 12 |
|
|
2023
Q4 | $8.34M | Buy |
150,440
+130,590
| +658% | +$6.62M | 2.18% | 11 |
|
|
2023
Q3 | $990K | Sell |
19,850
-1,420
| -7% | -$74.4K | 0.33% | 62 |
|
|
2023
Q2 | $1.11M | Hold |
21,270
| – | – | 0.36% | 57 |
|
|
2023
Q1 | $1.06M | Buy |
21,270
+770
| +4% | +$39.2K | 0.37% | 55 |
|
|
2022
Q4 | $992K | Sell |
20,500
-190
| -0.9% | -$9.18K | 0.35% | 54 |
|
|
2022
Q3 | $907K | Buy |
20,690
+5
| +0% | +$242 | 0.35% | 48 |
|
|
2022
Q2 | $936K | Buy |
20,685
+70
| +0.3% | +$3.46K | 0.35% | 48 |
|
|
2022
Q1 | $1.11M | Buy |
20,615
+5
| +0% | +$266 | 0.37% | 47 |
|
|
2021
Q4 | $1.17M | Buy |
20,610
+1,210
| +6% | +$67.4K | 0.39% | 43 |
|
|
2021
Q3 | $1.02M | Buy |
19,400
+650
| +3% | +$35K | 0.36% | 44 |
|
|
2021
Q2 | $1.01M | Sell |
18,750
-435
| -2% | -$23.5K | 0.36% | 46 |
|
|
2021
Q1 | $999K | Buy |
19,185
+1,640
| +9% | +$81.9K | 0.39% | 43 |
|
|
2020
Q4 | $807K | Sell |
17,545
-255
| -1% | -$10.7K | 0.34% | 46 |
|
|
2020
Q3 | $660K | Sell |
17,800
-1,110
| -6% | -$41.5K | 0.31% | 45 |
|
|
2020
Q2 | $672K | Buy |
18,910
+5,200
| +38% | +$173K | 0.33% | 44 |
|
|
2020
Q1 | $395K | Sell |
13,710
-4,895
| -26% | -$182K | 0.22% | 57 |
|
|
2019
Q4 | $766K | Sell |
18,605
-2,220
| -11% | -$88K | 0.37% | 45 |
|
|
2019
Q3 | $805K | Buy |
20,825
+1,200
| +6% | +$46.1K | 0.42% | 36 |
|
|
2019
Q2 | $763K | Sell |
19,625
-1,305
| -6% | -$50K | 0.41% | 36 |
|
|
2019
Q1 | $793K | Buy |
20,930
+1,665
| +9% | +$61.5K | 0.43% | 38 |
|
|
2018
Q4 | $640K | Buy |
19,265
+720
| +4% | +$26.3K | 0.4% | 41 |
|
|
2018
Q3 | $746K | Sell |
18,545
-185
| -1% | -$7.44K | 0.48% | 30 |
|
|
2018
Q2 | $729K | Sell |
18,730
-350
| -2% | -$13.5K | 0.52% | 30 |
|
|
2018
Q1 | $715K | Sell |
19,080
-2,450
| -11% | -$93.7K | 0.54% | 28 |
|
|
2017
Q4 | $822K | Buy |
+21,530
| New | +$796K | 0.63% | 28 |
|
Other funds holding IJH
Eldridge Investment Advisors's IJH Position: Q1 2026 in Review
Eldridge Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.96% in Q1 2026, selling an estimated $6.87K and leaving 10,262 shares worth $693K. The position accounts for 0.15% of the portfolio, ranked #83.
Eldridge Investment Advisors first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.56M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Eldridge Investment Advisors held 10,262 shares of iShares Core S&P Mid-Cap ETF worth $693K as of Q1 2026.
- Eldridge Investment Advisors sold 99 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.87K.
- iShares Core S&P Mid-Cap ETF made up 0.15% of Eldridge Investment Advisors's portfolio in Q1 2026, its #83 holding.
- Eldridge Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Eldridge Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.56M in Q1 2024.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.