Geneos 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 | $2.89M | Sell |
42,805
-2,206
| -5% | -$153K | 0.07% | 304 |
|
|
2025
Q4 | $2.97M | Buy |
45,011
+2,364
| +6% | +$155K | 0.07% | 292 |
|
|
2025
Q3 | $2.78M | Sell |
42,647
-6,078
| -12% | -$391K | 0.07% | 297 |
|
|
2025
Q2 | $3.02M | Sell |
48,725
-37,671
| -44% | -$2.21M | 0.07% | 297 |
|
|
2025
Q1 | $5.42M | Buy |
86,396
+27,915
| +48% | +$1.73M | 0.08% | 294 |
|
|
2024
Q4 | $3.64M | Buy |
58,481
+1,656
| +3% | +$106K | 0.13% | 188 |
|
|
2024
Q3 | $3.54M | Buy |
56,825
+1,135
| +2% | +$68.4K | 0.14% | 184 |
|
|
2024
Q2 | $3.26M | Buy |
55,690
+752
| +1% | +$44.2K | 0.14% | 165 |
|
|
2024
Q1 | $3.34M | Sell |
54,938
-1,732
| -3% | -$98.1K | 0.15% | 169 |
|
|
2023
Q4 | $3.14M | Buy |
56,670
+19,285
| +52% | +$978K | 0.16% | 160 |
|
|
2023
Q3 | $1.86M | Buy |
37,385
+1,230
| +3% | +$64.5K | 0.1% | 224 |
|
|
2023
Q2 | $1.89M | Buy |
36,155
+2,860
| +9% | +$142K | 0.1% | 219 |
|
|
2023
Q1 | $1.67M | Sell |
33,295
-240
| -0.7% | -$12.2K | 0.1% | 221 |
|
|
2022
Q4 | $1.62M | Buy |
33,535
+180
| +0.5% | +$8.7K | 0.1% | 204 |
|
|
2022
Q3 | $1.46M | Sell |
33,355
-8,220
| -20% | -$397K | 0.1% | 201 |
|
|
2022
Q2 | $1.9M | Buy |
41,575
+55
| +0.1% | +$2.71K | 0.09% | 217 |
|
|
2022
Q1 | $2.23M | Sell |
41,520
-14,080
| -25% | -$750K | 0.1% | 209 |
|
|
2021
Q4 | $3.15M | Buy |
55,600
+1,735
| +3% | +$96.6K | 0.12% | 183 |
|
|
2021
Q3 | $2.88M | Sell |
53,865
-300
| -0.6% | -$16.1K | 0.11% | 192 |
|
|
2021
Q2 | $2.93M | Sell |
54,165
-212,495
| -80% | -$11.5M | 0.11% | 192 |
|
|
2021
Q1 | $14.5M | Sell |
266,660
-10,000
| -4% | -$499K | 0.4% | 57 |
|
|
2020
Q4 | $3.82M | Buy |
276,660
+199,280
| +258% | +$8.4M | 0.15% | 153 |
|
|
2020
Q3 | $2.8M | Sell |
77,380
-23,585
| -23% | -$882K | 0.15% | 158 |
|
|
2020
Q2 | $3.46M | Sell |
100,965
-3,590
| -3% | -$119K | 0.19% | 122 |
|
|
2020
Q1 | $2.96M | Sell |
104,555
-218,055
| -68% | -$8.11M | 0.2% | 118 |
|
|
2019
Q4 | $13.3M | Sell |
322,610
-9,005
| -3% | -$357K | 0.71% | 19 |
|
|
2019
Q3 | $12.7M | Buy |
331,615
+10,595
| +3% | +$407K | 0.76% | 18 |
|
|
2019
Q2 | $12.5M | Sell |
321,020
-2,890
| -0.9% | -$111K | 0.77% | 16 |
|
|
2019
Q1 | $12.3M | Buy |
323,910
+38,385
| +13% | +$1.42M | 0.81% | 15 |
|
|
2018
Q4 | $9.38M | Sell |
285,525
-258,600
| -48% | -$9.44M | 0.69% | 22 |
|
|
2018
Q3 | $21.9M | Buy |
544,125
+2,355
| +0.4% | +$94.7K | 1.46% | 7 |
|
|
2018
Q2 | $21.1M | Sell |
541,770
-17,285
| -3% | -$668K | 1.65% | 6 |
|
|
2018
Q1 | $21M | Buy |
559,055
+13,560
| +2% | +$519K | 1.83% | 4 |
|
|
2017
Q4 | $20.7M | Buy |
545,495
+83,260
| +18% | +$3.08M | 1.85% | 4 |
|
|
2017
Q3 | $16.5M | Sell |
462,235
-101,240
| -18% | -$3.53M | 1.64% | 5 |
|
|
2017
Q2 | $19.6M | Buy |
563,475
+385
| +0.1% | +$13.3K | 2.01% | 4 |
|
|
2017
Q1 | $19.3M | Buy |
563,090
+369,870
| +191% | +$12.6M | 2.01% | 4 |
|
|
2016
Q4 | $6.39M | Sell |
193,220
-91,365
| -32% | -$2.9M | 0.84% | 21 |
|
|
2016
Q3 | $8.8M | Buy |
284,585
+96,890
| +52% | +$2.99M | 1.19% | 9 |
|
|
2016
Q2 | $5.62M | Buy |
187,695
+130,130
| +226% | +$3.82M | 0.82% | 25 |
|
|
2016
Q1 | $1.67M | Buy |
+57,565
| New | +$1.54M | 0.25% | 98 |
|
Other funds holding IJH
Geneos Wealth Management's IJH Position: Q1 2026 in Review
Geneos Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, selling an estimated $153K and leaving 42,805 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #304.
Geneos Wealth Management first reported a position in IJH in Q1 2016 and has held it in 41 quarters since. The position peaked at $21.9M in Q3 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Geneos Wealth Management held 42,805 shares of iShares Core S&P Mid-Cap ETF worth $2.89M as of Q1 2026.
- Geneos Wealth Management sold 2,206 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $153K.
- iShares Core S&P Mid-Cap ETF made up 0.07% of Geneos Wealth Management's portfolio in Q1 2026, its #304 holding.
- Geneos Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $21.9M in Q3 2018.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.