Fortis Capital 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
$640K Buy
9,473
+4,918
+108% +$341K 0.07% 116
2025
Q4
$301K Sell
4,555
-147
-3% -$9.63K 0.04% 156
2025
Q3
$307K Sell
4,702
-1,331
-22% -$85.5K 0.04% 139
2025
Q2
$374K Buy
6,033
+2,190
+57% +$129K 0.06% 120
2025
Q1
$224K Buy
3,843
+32
+0.8% +$1.99K 0.04% 136
2024
Q4
$237K Sell
3,811
-118
-3% -$7.57K 0.04% 122
2024
Q3
$245K Buy
3,929
+37
+1% +$2.23K 0.05% 113
2024
Q2
$228K Buy
3,892
+277
+8% +$16.3K 0.05% 113
2024
Q1
$220K Sell
3,615
-360
-9% -$20.4K 0.06% 105
2023
Q4
$220K Sell
3,975
-1,075
-21% -$54.5K 0.06% 126
2023
Q3
$252K Buy
5,050
+440
+10% +$23.1K 0.08% 118
2023
Q2
$241K Buy
4,610
+180
+4% +$8.95K 0.09% 93
2023
Q1
$222K Buy
+4,430
New +$226K 0.09% 89

Other funds holding IJH

Fortis Capital Management's IJH Position: Q1 2026 in Review

Fortis Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 108% in Q1 2026, buying an estimated $341K and bringing the position to 9,473 shares worth $640K. The position accounts for 0.07% of the portfolio, ranked #116.

Fortis Capital Management first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Fortis Capital Management held 9,473 shares of iShares Core S&P Mid-Cap ETF worth $640K as of Q1 2026.
  • Fortis Capital Management bought 4,918 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $341K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Fortis Capital Management's portfolio in Q1 2026, its #116 holding.
  • Fortis Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.