Factorial Partners’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
$7.22M Buy
106,900
+35,600
+50% +$2.47M 5.24% 2
2025
Q4
$4.71M Buy
71,300
+34,300
+93% +$2.25M 3.11% 10
2025
Q3
$2.41M Buy
+37,000
New +$2.38M 1.66% 23
2025
Q2
Sell
-30,400
Closed -$1.77M 66
2025
Q1
$1.77M Buy
+30,400
New +$1.89M 1.09% 38

Other funds holding IJH

Factorial Partners's IJH Position: Q1 2026 in Review

Factorial Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 50% in Q1 2026, buying an estimated $2.47M and bringing the position to 106,900 shares worth $7.22M. The position accounts for 5.24% of the portfolio, ranked #2.

Factorial Partners first reported a position in IJH in Q1 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Factorial Partners held 106,900 shares of iShares Core S&P Mid-Cap ETF worth $7.22M as of Q1 2026.
  • Factorial Partners bought 35,600 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.47M.
  • iShares Core S&P Mid-Cap ETF made up 5.24% of Factorial Partners's portfolio in Q1 2026, its #2 holding.
  • Factorial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 4 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Factorial Partners's 13F filing for Q1 2026, filed 13 May 2026.