First Foundation 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 | $1.28M | Hold |
19,019
| – | – | 0.05% | 166 |
|
|
2025
Q4 | $1.26M | Sell |
19,019
-875
| -4% | -$57.3K | 0.05% | 161 |
|
|
2025
Q3 | $1.3M | Sell |
19,894
-475
| -2% | -$30.5K | 0.05% | 159 |
|
|
2025
Q2 | $1.26M | Sell |
20,369
-262
| -1% | -$15.4K | 0.05% | 169 |
|
|
2025
Q1 | $1.2M | Buy |
20,631
+1
| +0% | +$62 | 0.05% | 156 |
|
|
2024
Q4 | $1.29M | Buy |
20,630
+246
| +1% | +$15.8K | 0.05% | 152 |
|
|
2024
Q3 | $1.27M | Sell |
20,384
-9,554
| -32% | -$576K | 0.05% | 156 |
|
|
2024
Q2 | $1.75M | Sell |
29,938
-425
| -1% | -$25K | 0.07% | 128 |
|
|
2024
Q1 | $1.84M | Buy |
30,363
+848
| +3% | +$48K | 0.07% | 124 |
|
|
2023
Q4 | $1.64M | Hold |
29,515
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $1.47M | Buy |
29,515
+4,780
| +19% | +$250K | 0.07% | 146 |
|
|
2023
Q2 | $1.29M | Sell |
24,735
-5,780
| -19% | -$287K | 0.06% | 164 |
|
|
2023
Q1 | $1.53M | Sell |
30,515
-1,705
| -5% | -$86.9K | 0.07% | 144 |
|
|
2022
Q4 | $1.56M | Buy |
32,220
+8,560
| +36% | +$414K | 0.07% | 147 |
|
|
2022
Q3 | $1.04M | Buy |
23,660
+11,705
| +98% | +$566K | 0.05% | 166 |
|
|
2022
Q2 | $541K | Sell |
11,955
-395
| -3% | -$19.5K | 0.02% | 240 |
|
|
2022
Q1 | $663K | Sell |
12,350
-430
| -3% | -$22.9K | 0.02% | 230 |
|
|
2021
Q4 | $724K | Buy |
12,780
+4,005
| +46% | +$223K | 0.02% | 229 |
|
|
2021
Q3 | $462K | Hold |
8,775
| – | – | 0.02% | 286 |
|
|
2021
Q2 | $472K | Buy |
8,775
+1,115
| +15% | +$60.2K | 0.02% | 294 |
|
|
2021
Q1 | $399K | Sell |
7,660
-1,890
| -20% | -$94.4K | 0.02% | 300 |
|
|
2020
Q4 | $439K | Buy |
+9,550
| New | +$402K | 0.02% | 282 |
|
|
2020
Q3 | – | Sell |
-11,280
| Closed | -$401K | – | 378 |
|
|
2020
Q2 | $401K | Buy |
+11,280
| New | +$375K | 0.02% | 249 |
|
|
2020
Q1 | – | Sell |
-6,585
| Closed | -$271K | – | 358 |
|
|
2019
Q4 | $271K | Buy |
+6,585
| New | +$261K | 0.01% | 303 |
|
|
2018
Q4 | – | Sell |
-9,870
| Closed | -$397K | – | 389 |
|
|
2018
Q3 | $397K | Sell |
9,870
-1,325
| -12% | -$53.3K | 0.02% | 262 |
|
|
2018
Q2 | $436K | Sell |
11,195
-19,135
| -63% | -$739K | 0.03% | 227 |
|
|
2018
Q1 | $1.14M | Sell |
30,330
-1,900
| -6% | -$72.7K | 0.06% | 150 |
|
|
2017
Q4 | $1.22M | Buy |
32,230
+10,180
| +46% | +$376K | 0.07% | 156 |
|
|
2017
Q3 | $789K | Sell |
22,050
-3,545
| -14% | -$123K | 0.04% | 164 |
|
|
2017
Q2 | $890K | Hold |
25,595
| – | – | 0.05% | 165 |
|
|
2017
Q1 | $876K | Buy |
+25,595
| New | +$871K | 0.05% | 150 |
|
|
2014
Q1 | – | Sell |
-8,425
| Closed | -$209K | – | 204 |
|
|
2013
Q4 | $209K | Hold |
8,425
| – | – | 0.03% | 168 |
|
|
2013
Q3 | $209K | Buy |
+8,425
| New | +$206K | 0.03% | 152 |
|
Other funds holding IJH
First Foundation Advisors's IJH Position: Q1 2026 in Review
First Foundation Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 19,019 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #166.
First Foundation Advisors first reported a position in IJH in Q3 2013 and has held it in 33 quarters since. The position peaked at $1.84M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- First Foundation Advisors held 19,019 shares of iShares Core S&P Mid-Cap ETF worth $1.28M as of Q1 2026.
- First Foundation Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.05% of First Foundation Advisors's portfolio in Q1 2026, its #166 holding.
- First Foundation Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 33 quarters since.
- First Foundation Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.84M in Q1 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.