Founders Financial Securities’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 | $4.66M | Sell |
65,994
-12,969
| -16% | -$900K | 0.26% | 79 |
|
|
2025
Q4 | $5.21M | Buy |
78,963
+15,866
| +25% | +$1.04M | 0.31% | 64 |
|
|
2025
Q3 | $4.12M | Sell |
63,097
-13,198
| -17% | -$848K | 0.28% | 73 |
|
|
2025
Q2 | $4.73M | Sell |
76,295
-90,054
| -54% | -$5.29M | 0.36% | 64 |
|
|
2025
Q1 | $9.45M | Buy |
166,349
+12,088
| +8% | +$751K | 0.8% | 30 |
|
|
2024
Q4 | $9.61M | Buy |
154,261
+2,805
| +2% | +$180K | 0.87% | 29 |
|
|
2024
Q3 | $9.44M | Sell |
151,456
-100,041
| -40% | -$6.03M | 0.87% | 32 |
|
|
2024
Q2 | $14.7M | Buy |
251,497
+50,700
| +25% | +$2.98M | 1.39% | 16 |
|
|
2024
Q1 | $12.2M | Buy |
200,797
+55,117
| +38% | +$3.12M | 1.28% | 21 |
|
|
2023
Q4 | $8.08M | Sell |
145,680
-46,455
| -24% | -$2.36M | 0.9% | 28 |
|
|
2023
Q3 | $9.58M | Buy |
192,135
+39,720
| +26% | +$2.08M | 1.24% | 20 |
|
|
2023
Q2 | $7.97M | Sell |
152,415
-28,015
| -16% | -$1.39M | 1.05% | 26 |
|
|
2023
Q1 | $9.03M | Sell |
180,430
-44,300
| -20% | -$2.26M | 1.3% | 17 |
|
|
2022
Q4 | $10.9M | Buy |
224,730
+23,585
| +12% | +$1.14M | 1.71% | 8 |
|
|
2022
Q3 | $8.82M | Buy |
201,145
+38,870
| +24% | +$1.88M | 1.56% | 9 |
|
|
2022
Q2 | $7.34M | Buy |
162,275
+71,550
| +79% | +$3.53M | 1.44% | 11 |
|
|
2022
Q1 | $4.87M | Sell |
90,725
-3,825
| -4% | -$204K | 0.86% | 25 |
|
|
2021
Q4 | $5.35M | Buy |
94,550
+58,445
| +162% | +$3.25M | 0.96% | 19 |
|
|
2021
Q3 | $1.9M | Sell |
36,105
-83,460
| -70% | -$4.49M | 0.38% | 58 |
|
|
2021
Q2 | $6.43M | Sell |
119,565
-111,340
| -48% | -$6.01M | 1.28% | 15 |
|
|
2021
Q1 | $12M | Buy |
230,905
+56,040
| +32% | +$2.8M | 2.77% | 8 |
|
|
2020
Q4 | $8.04M | Buy |
+174,865
| New | +$7.37M | 1.93% | 12 |
|
|
2020
Q3 | – | Sell |
-76,820
| Closed | -$2.73M | – | 187 |
|
|
2020
Q2 | $2.73M | Sell |
76,820
-32,720
| -30% | -$1.09M | 0.88% | 30 |
|
|
2020
Q1 | $3.15M | Buy |
109,540
+54,110
| +98% | +$2.01M | 1.17% | 14 |
|
|
2019
Q4 | $2.28M | Buy |
55,430
+5,720
| +12% | +$227K | 0.77% | 34 |
|
|
2019
Q3 | $1.92M | Buy |
49,710
+3,465
| +7% | +$133K | 0.61% | 40 |
|
|
2019
Q2 | $1.8M | Sell |
46,245
-64,560
| -58% | -$2.47M | 0.59% | 36 |
|
|
2019
Q1 | $4.2M | Buy |
110,805
+67,430
| +155% | +$2.49M | 1.33% | 22 |
|
|
2018
Q4 | $1.44M | Buy |
43,375
+235
| +0.5% | +$8.57K | 0.52% | 35 |
|
|
2018
Q3 | $1.74M | Buy |
43,140
+1,330
| +3% | +$53.5K | 0.48% | 34 |
|
|
2018
Q2 | $1.63M | Buy |
41,810
+2,995
| +8% | +$116K | 0.5% | 34 |
|
|
2018
Q1 | $1.46M | Buy |
38,815
+760
| +2% | +$29.1K | 0.47% | 35 |
|
|
2017
Q4 | $1.44M | Sell |
38,055
-360
| -0.9% | -$13.3K | 0.48% | 35 |
|
|
2017
Q3 | $1.37M | Sell |
38,415
-5,540
| -13% | -$193K | 0.49% | 32 |
|
|
2017
Q2 | $1.53M | Sell |
43,955
-3,910
| -8% | -$135K | 0.58% | 33 |
|
|
2017
Q1 | $1.64M | Buy |
47,865
+320
| +0.7% | +$10.9K | 0.62% | 34 |
|
|
2016
Q4 | $1.57M | Sell |
47,545
-277,625
| -85% | -$8.8M | 0.65% | 29 |
|
|
2016
Q3 | $10.1M | Buy |
325,170
+280,055
| +621% | +$8.66M | 4.3% | 5 |
|
|
2016
Q2 | $1.35M | Sell |
45,115
-5,295
| -11% | -$155K | 0.62% | 41 |
|
|
2016
Q1 | $1.45M | Sell |
50,410
-1,080
| -2% | -$28.8K | 0.68% | 36 |
|
|
2015
Q4 | $1.44M | Sell |
51,490
-65
| -0.1% | -$1.86K | 0.67% | 35 |
|
|
2015
Q3 | $1.41M | Buy |
51,555
+4,840
| +10% | +$141K | 0.7% | 36 |
|
|
2015
Q2 | $1.4M | Buy |
46,715
+2,980
| +7% | +$90.9K | 0.7% | 30 |
|
|
2015
Q1 | $1.33M | Buy |
43,735
+2,295
| +6% | +$67.9K | 0.69% | 36 |
|
|
2014
Q4 | $1.2M | Sell |
41,440
-235
| -0.6% | -$6.6K | 0.72% | 32 |
|
|
2014
Q3 | $1.14M | Buy |
41,675
+1,290
| +3% | +$36.4K | 0.73% | 33 |
|
|
2014
Q2 | $1.16M | Buy |
40,385
+2,870
| +8% | +$78.8K | 0.78% | 30 |
|
|
2014
Q1 | $1.03K | Buy |
37,515
+2,960
| +9% | +$79.6K | 0.69% | 32 |
|
|
2013
Q4 | $925K | Buy |
+34,555
| New | +$892K | 0.78% | 31 |
|
Other funds holding IJH
Founders Financial Securities's IJH Position: Q1 2026 in Review
Founders Financial Securities reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $900K and leaving 65,994 shares worth $4.66M. The position accounts for 0.26% of the portfolio, ranked #79.
Founders Financial Securities first reported a position in IJH in Q4 2013 and has held it in 49 quarters since. The position peaked at $14.7M in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Founders Financial Securities held 65,994 shares of iShares Core S&P Mid-Cap ETF worth $4.66M as of Q1 2026.
- Founders Financial Securities sold 12,969 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $900K.
- iShares Core S&P Mid-Cap ETF made up 0.26% of Founders Financial Securities's portfolio in Q1 2026, its #79 holding.
- Founders Financial Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 49 quarters since.
- Founders Financial Securities's iShares Core S&P Mid-Cap ETF position peaked at $14.7M in Q2 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.