Geneva Partners’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 | $322K | Buy |
4,765
+136
| +3% | +$9.43K | 0.15% | 58 |
|
|
2025
Q4 | $306K | Buy |
4,629
+19
| +0.4% | +$1.25K | 0.11% | 63 |
|
|
2025
Q3 | $301K | Sell |
4,610
-3
| -0.1% | -$193 | 0.11% | 64 |
|
|
2025
Q2 | $286K | Sell |
4,613
-123
| -3% | -$7.22K | 0.11% | 67 |
|
|
2025
Q1 | $276K | Buy |
4,736
+147
| +3% | +$9.13K | 0.14% | 54 |
|
|
2024
Q4 | $286K | Buy |
4,589
+17
| +0.4% | +$1.09K | 0.12% | 65 |
|
|
2024
Q3 | $285K | Buy |
4,572
+16
| +0.4% | +$965 | 0.12% | 65 |
|
|
2024
Q2 | $267K | Buy |
4,556
+267
| +6% | +$15.7K | 0.11% | 60 |
|
|
2024
Q1 | $260K | Buy |
4,289
+9
| +0.2% | +$510 | 0.11% | 65 |
|
|
2023
Q4 | $237K | Buy |
4,280
+35
| +0.8% | +$1.77K | 0.13% | 68 |
|
|
2023
Q3 | $212K | Buy |
4,245
+285
| +7% | +$14.9K | 0.14% | 60 |
|
|
2023
Q2 | $207K | Buy |
+3,960
| New | +$197K | 0.14% | 71 |
|
|
2023
Q1 | – | Sell |
-84,235
| Closed | -$4.08M | – | 65 |
|
|
2022
Q4 | $4.08M | Buy |
84,235
+71,190
| +546% | +$3.44M | 3.85% | 9 |
|
|
2022
Q3 | $572K | Sell |
13,045
-480
| -4% | -$23.2K | 0.65% | 34 |
|
|
2022
Q2 | $612K | Sell |
13,525
-15,930
| -54% | -$786K | 0.6% | 35 |
|
|
2022
Q1 | $1.58M | Sell |
29,455
-17,285
| -37% | -$920K | 0.98% | 33 |
|
|
2021
Q4 | $2.65M | Sell |
46,740
-19,215
| -29% | -$1.07M | 1.25% | 25 |
|
|
2021
Q3 | $3.47M | Sell |
65,955
-3,855
| -6% | -$207K | 1.64% | 25 |
|
|
2021
Q2 | $3.75M | Buy |
69,810
+40
| +0.1% | +$2.16K | 1.72% | 24 |
|
|
2021
Q1 | $3.63M | Buy |
69,770
+46,360
| +198% | +$2.32M | 1.88% | 24 |
|
|
2020
Q4 | $1.08M | Buy |
23,410
+5,890
| +34% | +$248K | 0.57% | 44 |
|
|
2020
Q3 | $649K | Buy |
17,520
+2,060
| +13% | +$77K | 0.4% | 51 |
|
|
2020
Q2 | $550K | Sell |
15,460
-1,625
| -10% | -$54K | 0.39% | 53 |
|
|
2020
Q1 | $492K | Sell |
17,085
-24,290
| -59% | -$903K | 0.7% | 36 |
|
|
2019
Q4 | $1.7M | Buy |
41,375
+190
| +0.5% | +$7.53K | 1.18% | 30 |
|
|
2019
Q3 | $1.59M | Sell |
41,185
-1,915
| -4% | -$73.6K | 1.24% | 30 |
|
|
2019
Q2 | $1.67M | Buy |
43,100
+1,105
| +3% | +$42.4K | 1.35% | 28 |
|
|
2019
Q1 | $1.59M | Sell |
41,995
-12,205
| -23% | -$451K | 1.36% | 33 |
|
|
2018
Q4 | $1.8M | Sell |
54,200
-21,065
| -28% | -$769K | 2.08% | 21 |
|
|
2018
Q3 | $3.03M | Buy |
75,265
+13,070
| +21% | +$525K | 2.33% | 13 |
|
|
2018
Q2 | $2.42M | Sell |
62,195
-1,515
| -2% | -$58.5K | 1.92% | 17 |
|
|
2018
Q1 | $2.39M | Buy |
63,710
+290
| +0.5% | +$11.1K | 1.97% | 18 |
|
|
2017
Q4 | $2.41M | Buy |
63,420
+495
| +0.8% | +$18.3K | 1.8% | 18 |
|
|
2017
Q3 | $2.25M | Buy |
+62,925
| New | +$2.19M | 1.77% | 18 |
|
|
2016
Q2 | $1.98M | Buy |
+56,860
| New | +$1.67M | 1.77% | 21 |
|
Other funds holding IJH
Geneva Partners's IJH Position: Q1 2026 in Review
Geneva Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, buying an estimated $9.43K and bringing the position to 4,765 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #58.
Geneva Partners first reported a position in IJH in Q2 2016 and has held it in 35 quarters since. The position peaked at $4.08M in Q4 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Geneva Partners held 4,765 shares of iShares Core S&P Mid-Cap ETF worth $322K as of Q1 2026.
- Geneva Partners bought 136 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $9.43K.
- iShares Core S&P Mid-Cap ETF made up 0.15% of Geneva Partners's portfolio in Q1 2026, its #58 holding.
- Geneva Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 35 quarters since.
- Geneva Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.08M in Q4 2022.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Geneva Partners's 13F filing for Q1 2026, filed 29 Apr 2026.