Family Office Research’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
$255K Sell
3,777
-505
-12% -$35K 0.11% 64
2025
Q4
$287K Sell
4,282
-698
-14% -$45.7K 0.12% 66
2025
Q3
$325K Buy
4,980
+7
+0.1% +$450 0.14% 61
2025
Q2
$308K Sell
4,973
-470
-9% -$27.6K 0.15% 57
2025
Q1
$318K Buy
5,443
+348
+7% +$21.6K 0.15% 53
2024
Q4
$317K Buy
+5,095
New +$327K 0.14% 55

Other funds holding IJH

Family Office Research's IJH Position: Q1 2026 in Review

Family Office Research reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, selling an estimated $35K and leaving 3,777 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #64.

Family Office Research first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $325K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Family Office Research held 3,777 shares of iShares Core S&P Mid-Cap ETF worth $255K as of Q1 2026.
  • Family Office Research sold 505 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $35K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Family Office Research's portfolio in Q1 2026, its #64 holding.
  • Family Office Research first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Family Office Research's iShares Core S&P Mid-Cap ETF position peaked at $325K in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Family Office Research's 13F filing for Q1 2026, filed 13 May 2026.