Focused Wealth 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 | $228K | Buy |
3,372
+7
| +0.2% | +$486 | 0.02% | 177 |
|
|
2025
Q4 | $222K | Buy |
3,365
+15
| +0.4% | +$983 | 0.02% | 167 |
|
|
2025
Q3 | $219K | Sell |
3,350
-550
| -14% | -$35.3K | 0.02% | 174 |
|
|
2025
Q2 | $242K | Buy |
3,900
+10
| +0.3% | +$587 | 0.03% | 155 |
|
|
2025
Q1 | $227K | Buy |
3,890
+8
| +0.2% | +$497 | 0.03% | 150 |
|
|
2024
Q4 | $242K | Buy |
3,882
+13
| +0.3% | +$834 | 0.03% | 135 |
|
|
2024
Q3 | $241K | Sell |
3,869
-116
| -3% | -$7K | 0.03% | 174 |
|
|
2024
Q2 | $233K | Buy |
3,985
+9
| +0.2% | +$529 | 0.03% | 162 |
|
|
2024
Q1 | $242K | Buy |
3,976
+6
| +0.2% | +$340 | 0.04% | 147 |
|
|
2023
Q4 | $220K | Sell |
3,970
-3,160
| -44% | -$160K | 0.04% | 129 |
|
|
2023
Q3 | $356K | Sell |
7,130
-5
| -0.1% | -$262 | 0.06% | 89 |
|
|
2023
Q2 | $373K | Buy |
7,135
+35
| +0.5% | +$1.74K | 0.07% | 93 |
|
|
2023
Q1 | $355K | Sell |
7,100
-310
| -4% | -$15.8K | 0.07% | 97 |
|
|
2022
Q4 | $359K | Buy |
7,410
+2,160
| +41% | +$104K | 0.07% | 95 |
|
|
2022
Q3 | $230K | Buy |
5,250
+565
| +12% | +$27.3K | 0.05% | 118 |
|
|
2022
Q2 | $212K | Buy |
4,685
+240
| +5% | +$11.8K | 0.04% | 134 |
|
|
2022
Q1 | $239K | Buy |
4,445
+2,460
| +124% | +$131K | 0.04% | 141 |
|
|
2021
Q4 | $112K | Buy |
1,985
+90
| +5% | +$5.01K | 0.02% | 269 |
|
|
2021
Q3 | $100K | Sell |
1,895
-25
| -1% | -$1.34K | 0.02% | 300 |
|
|
2021
Q2 | $103K | Buy |
1,920
+180
| +10% | +$9.72K | 0.02% | 285 |
|
|
2021
Q1 | $91K | Buy |
1,740
+5
| +0.3% | +$250 | 0.02% | 292 |
|
|
2020
Q4 | $80K | Hold |
1,735
| – | – | 0.02% | 298 |
|
|
2020
Q3 | $64K | Sell |
1,735
-90
| -5% | -$3.37K | 0.01% | 288 |
|
|
2020
Q2 | $65K | Sell |
1,825
-305
| -14% | -$10.1K | 0.02% | 279 |
|
|
2020
Q1 | $61K | Buy |
2,130
+45
| +2% | +$1.67K | 0.02% | 264 |
|
|
2019
Q4 | $86K | Sell |
2,085
-90
| -4% | -$3.57K | 0.02% | 267 |
|
|
2019
Q3 | $84K | Sell |
2,175
-230
| -10% | -$8.84K | 0.02% | 251 |
|
|
2019
Q2 | $93K | Buy |
2,405
+10
| +0.4% | +$383 | 0.02% | 250 |
|
|
2019
Q1 | $91K | Sell |
2,395
-165
| -6% | -$6.09K | 0.03% | 229 |
|
|
2018
Q4 | $85K | Buy |
2,560
+145
| +6% | +$5.29K | 0.03% | 249 |
|
|
2018
Q3 | $97K | Buy |
2,415
+170
| +8% | +$6.83K | 0.03% | 232 |
|
|
2018
Q2 | $87K | Sell |
2,245
-4,050
| -64% | -$156K | 0.03% | 235 |
|
|
2018
Q1 | $236K | Sell |
6,295
-40,505
| -87% | -$1.55M | 0.08% | 133 |
|
|
2017
Q4 | $1.78M | Buy |
46,800
+3,010
| +7% | +$111K | 0.57% | 31 |
|
|
2017
Q3 | $1.57M | Buy |
43,790
+6,550
| +18% | +$228K | 0.52% | 37 |
|
|
2017
Q2 | $1.3M | Buy |
37,240
+3,535
| +10% | +$122K | 0.48% | 38 |
|
|
2017
Q1 | $1.15M | Buy |
+33,705
| New | +$1.15M | 0.45% | 37 |
|
|
2016
Q1 | – | Sell |
-10,350
| Closed | -$288K | – | 685 |
|
|
2015
Q4 | $288K | Buy |
+10,350
| New | +$296K | 0.17% | 86 |
|
|
2015
Q3 | – | Sell |
-145
| Closed | -$4K | – | 692 |
|
|
2015
Q2 | $4K | Hold |
145
| – | – | ﹤0.01% | 528 |
|
|
2015
Q1 | $4K | Buy |
+145
| New | +$4.29K | ﹤0.01% | 553 |
|
Other funds holding IJH
Focused Wealth Management's IJH Position: Q1 2026 in Review
Focused Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.21% in Q1 2026, buying an estimated $486 and bringing the position to 3,372 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #177.
Focused Wealth Management first reported a position in IJH in Q1 2015 and has held it in 40 quarters since. The position peaked at $1.78M in Q4 2017. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Focused Wealth Management held 3,372 shares of iShares Core S&P Mid-Cap ETF worth $228K as of Q1 2026.
- Focused Wealth Management bought 7 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $486.
- iShares Core S&P Mid-Cap ETF made up 0.02% of Focused Wealth Management's portfolio in Q1 2026, its #177 holding.
- Focused Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2015 and has held it in 40 quarters since.
- Focused Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.78M in Q4 2017.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.