Financial Consulate’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 | $65.9K | Buy |
855
+484
| +130% | +$35.5K | 0.01% | 298 |
|
|
2026
Q1 | $25.1K | Hold |
371
| – | – | ﹤0.01% | 442 |
|
|
2025
Q4 | $24.5K | Buy |
371
+6
| +2% | +$393 | ﹤0.01% | 437 |
|
|
2025
Q3 | $23.8K | Buy |
+365
| New | +$23.5K | ﹤0.01% | 419 |
|
|
2024
Q1 | – | Sell |
-8,005
| Closed | -$444K | – | 41 |
|
|
2023
Q4 | $444K | Sell |
8,005
-1,740
| -18% | -$88.3K | 0.15% | 28 |
|
|
2023
Q3 | $486K | Sell |
9,745
-630
| -6% | -$33K | 0.21% | 25 |
|
|
2023
Q2 | $543K | Sell |
10,375
-790
| -7% | -$39.3K | 0.23% | 26 |
|
|
2023
Q1 | $559K | Sell |
11,165
-720
| -6% | -$36.7K | 0.19% | 59 |
|
|
2022
Q4 | $575K | Sell |
11,885
-305
| -3% | -$14.7K | 0.2% | 63 |
|
|
2022
Q3 | $535K | Sell |
12,190
-1,120
| -8% | -$54.1K | 0.23% | 50 |
|
|
2022
Q2 | $602K | Sell |
13,310
-1,020
| -7% | -$50.4K | 0.28% | 47 |
|
|
2022
Q1 | $769K | Sell |
14,330
-150
| -1% | -$7.99K | 0.3% | 45 |
|
|
2021
Q4 | $820K | Buy |
14,480
+450
| +3% | +$25K | 0.28% | 47 |
|
|
2021
Q3 | $738K | Sell |
14,030
-960
| -6% | -$51.6K | 0.27% | 47 |
|
|
2021
Q2 | $806K | Sell |
14,990
-610
| -4% | -$32.9K | 0.29% | 44 |
|
|
2021
Q1 | $812K | Sell |
15,600
-710
| -4% | -$35.5K | 0.33% | 41 |
|
|
2020
Q4 | $750K | Sell |
16,310
-345
| -2% | -$14.5K | 0.32% | 39 |
|
|
2020
Q3 | $617K | Sell |
16,655
-505
| -3% | -$18.9K | 0.29% | 46 |
|
|
2020
Q2 | $610K | Sell |
17,160
-10,715
| -38% | -$356K | 0.31% | 43 |
|
|
2020
Q1 | $802K | Sell |
27,875
-29,765
| -52% | -$1.11M | 0.48% | 36 |
|
|
2019
Q4 | $2.37M | Buy |
57,640
+3,235
| +6% | +$128K | 1.05% | 21 |
|
|
2019
Q3 | $2.1M | Buy |
54,405
+1,610
| +3% | +$61.9K | 0.92% | 25 |
|
|
2019
Q2 | $2.05M | Buy |
52,795
+3,310
| +7% | +$127K | 0.92% | 24 |
|
|
2019
Q1 | $1.88M | Buy |
49,485
+32,960
| +199% | +$1.22M | 0.86% | 24 |
|
|
2018
Q4 | $549K | Sell |
16,525
-15
| -0.1% | -$547 | 0.33% | 57 |
|
|
2018
Q3 | $666K | Sell |
16,540
-5,230
| -24% | -$210K | 0.38% | 53 |
|
|
2018
Q2 | $848K | Buy |
21,770
+4,710
| +28% | +$182K | 0.43% | 47 |
|
|
2018
Q1 | $640K | Buy |
17,060
+5,115
| +43% | +$196K | 0.34% | 52 |
|
|
2017
Q4 | $453K | Buy |
11,945
+30
| +0.3% | +$1.11K | 0.23% | 67 |
|
|
2017
Q3 | $426K | Buy |
11,915
+85
| +0.7% | +$2.96K | 0.23% | 67 |
|
|
2017
Q2 | $412K | Buy |
11,830
+1,100
| +10% | +$38K | 0.24% | 64 |
|
|
2017
Q1 | $367K | Sell |
10,730
-13,925
| -56% | -$474K | 0.23% | 64 |
|
|
2016
Q4 | $815K | Hold |
24,655
| – | – | 0.59% | 36 |
|
|
2016
Q3 | $763K | Sell |
24,655
-660
| -3% | -$20.4K | 0.68% | 29 |
|
|
2016
Q2 | $756K | Buy |
25,315
+3,890
| +18% | +$114K | 0.58% | 28 |
|
|
2016
Q1 | $618K | Buy |
21,425
+920
| +4% | +$24.6K | 0.42% | 41 |
|
|
2015
Q4 | $571K | Buy |
20,505
+935
| +5% | +$26.7K | 0.41% | 38 |
|
|
2015
Q3 | $535K | Sell |
19,570
-17,285
| -47% | -$503K | 0.47% | 33 |
|
|
2015
Q2 | $1.11M | Buy |
36,855
+1,485
| +4% | +$45.3K | 0.82% | 24 |
|
|
2015
Q1 | $1.07M | Buy |
35,370
+1,850
| +6% | +$54.7K | 0.91% | 23 |
|
|
2014
Q4 | $971K | Buy |
+33,520
| New | +$942K | 0.64% | 32 |
|
Other funds holding IJH
Financial Consulate's IJH Position: Q2 2026 in Review
Financial Consulate increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 130% in Q2 2026, buying an estimated $35.5K and bringing the position to 855 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #298.
Financial Consulate first reported a position in IJH in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.37M in Q4 2019. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Financial Consulate held 855 shares of iShares Core S&P Mid-Cap ETF worth $65.9K as of Q2 2026.
- Financial Consulate bought 484 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $35.5K.
- iShares Core S&P Mid-Cap ETF made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #298 holding.
- Financial Consulate first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 41 quarters since.
- Financial Consulate's iShares Core S&P Mid-Cap ETF position peaked at $2.37M in Q4 2019.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.