Elgethun Capital 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
$107K Sell
1,579
-57
-3% -$3.95K 0.02% 159
2025
Q4
$108K Buy
1,636
+34
+2% +$2.23K 0.02% 160
2025
Q3
$105K Sell
1,602
-1,047
-40% -$67.3K 0.02% 153
2025
Q2
$164K Buy
2,649
+34
+1% +$2K 0.03% 138
2025
Q1
$153K Buy
2,615
+4
+0.2% +$248 0.03% 138
2024
Q4
$163K Buy
2,611
+7
+0.3% +$449 0.04% 130
2024
Q3
$162K Buy
2,604
+5
+0.2% +$302 0.04% 132
2024
Q2
$152K Buy
2,599
+5
+0.2% +$294 0.04% 133
2024
Q1
$157K Buy
2,594
+4
+0.2% +$226 0.04% 134
2023
Q4
$144K Buy
2,590
+10
+0.4% +$507 0.04% 134
2023
Q3
$128K Hold
2,580
0.04% 133
2023
Q2
$135K Buy
+2,580
New +$128K 0.04% 133

Other funds holding IJH

Elgethun Capital Management's IJH Position: Q1 2026 in Review

Elgethun Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, selling an estimated $3.95K and leaving 1,579 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #159.

Elgethun Capital Management first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. The position peaked at $164K in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Elgethun Capital Management held 1,579 shares of iShares Core S&P Mid-Cap ETF worth $107K as of Q1 2026.
  • Elgethun Capital Management sold 57 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.95K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Elgethun Capital Management's portfolio in Q1 2026, its #159 holding.
  • Elgethun Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Elgethun Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $164K 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 Elgethun Capital Management's 13F filing for Q1 2026, filed 14 May 2026.