Goelzer Investment 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
Q2 | $88.7M | Sell |
1,150,363
-2,332
| -0.2% | -$171K | 3.87% | 3 |
|
|
2026
Q1 | $77.8M | Buy |
1,152,695
+30,940
| +3% | +$2.15M | 3.76% | 3 |
|
|
2025
Q4 | $74M | Buy |
1,121,755
+12,420
| +1% | +$814K | 3.43% | 4 |
|
|
2025
Q3 | $72.4M | Sell |
1,109,335
-71,480
| -6% | -$4.59M | 3.84% | 4 |
|
|
2025
Q2 | $73.2M | Buy |
1,180,815
+28,863
| +3% | +$1.69M | 4.01% | 3 |
|
|
2025
Q1 | $67.2M | Buy |
1,151,952
+18,511
| +2% | +$1.15M | 3.89% | 3 |
|
|
2024
Q4 | $70.6M | Sell |
1,133,441
-47,619
| -4% | -$3.05M | 4.1% | 4 |
|
|
2024
Q3 | $73.6M | Buy |
1,181,060
+43,938
| +4% | +$2.65M | 4.03% | 4 |
|
|
2024
Q2 | $66.5M | Buy |
1,137,122
+1,190
| +0.1% | +$69.9K | 3.72% | 3 |
|
|
2024
Q1 | $69M | Buy |
1,135,932
+119,967
| +12% | +$6.79M | 3.91% | 3 |
|
|
2023
Q4 | $56.3M | Buy |
1,015,965
+61,395
| +6% | +$3.11M | 3.62% | 5 |
|
|
2023
Q3 | $47.6M | Sell |
954,570
-445
| -0% | -$23.3K | 3.35% | 5 |
|
|
2023
Q2 | $49.9M | Buy |
955,015
+12,290
| +1% | +$611K | 4.23% | 4 |
|
|
2023
Q1 | $47.2M | Buy |
942,725
+17,775
| +2% | +$906K | 4.1% | 4 |
|
|
2022
Q4 | $44.7M | Buy |
924,950
+52,555
| +6% | +$2.54M | 3.83% | 4 |
|
|
2022
Q3 | $38.3M | Buy |
872,395
+35,115
| +4% | +$1.7M | 3.82% | 4 |
|
|
2022
Q2 | $37.9M | Buy |
837,280
+22,345
| +3% | +$1.1M | 3.66% | 4 |
|
|
2022
Q1 | $43.7M | Buy |
814,935
+27,980
| +4% | +$1.49M | 3.78% | 4 |
|
|
2021
Q4 | $44.6M | Buy |
786,955
+12,745
| +2% | +$709K | 3.63% | 4 |
|
|
2021
Q3 | $40.7M | Sell |
774,210
-2,580
| -0.3% | -$139K | 3.57% | 4 |
|
|
2021
Q2 | $41.7M | Sell |
776,790
-24,995
| -3% | -$1.35M | 3.47% | 3 |
|
|
2021
Q1 | $41.7M | Sell |
801,785
-10,835
| -1% | -$541K | 3.68% | 3 |
|
|
2020
Q4 | $37.4M | Sell |
812,620
-110,595
| -12% | -$4.66M | 3.44% | 3 |
|
|
2020
Q3 | $34.2M | Buy |
923,215
+24,380
| +3% | +$911K | 3.17% | 4 |
|
|
2020
Q2 | $32M | Buy |
898,835
+34,580
| +4% | +$1.15M | 3.08% | 4 |
|
|
2020
Q1 | $24.9M | Buy |
864,255
+83,535
| +11% | +$3.11M | 2.84% | 5 |
|
|
2019
Q4 | $32.1M | Buy |
780,720
+25,415
| +3% | +$1.01M | 2.76% | 5 |
|
|
2019
Q3 | $29.2M | Buy |
755,305
+36,425
| +5% | +$1.4M | 2.67% | 5 |
|
|
2019
Q2 | $27.9M | Buy |
718,880
+42,825
| +6% | +$1.64M | 2.57% | 5 |
|
|
2019
Q1 | $25.6M | Buy |
676,055
+209,645
| +45% | +$7.74M | 2.43% | 4 |
|
|
2018
Q4 | $15.5M | Buy |
466,410
+96,410
| +26% | +$3.52M | 1.98% | 5 |
|
|
2018
Q3 | $14.9M | Sell |
370,000
-21,075
| -5% | -$847K | 1.66% | 5 |
|
|
2018
Q2 | $15.2M | Buy |
391,075
+47,460
| +14% | +$1.83M | 1.77% | 4 |
|
|
2018
Q1 | $12.9M | Sell |
343,615
-70,560
| -17% | -$2.7M | 1.54% | 5 |
|
|
2017
Q4 | $15.7M | Buy |
414,175
+13,640
| +3% | +$504K | 1.77% | 5 |
|
|
2017
Q3 | $14.3M | Sell |
400,535
-2,910
| -0.7% | -$101K | 1.69% | 6 |
|
|
2017
Q2 | $14M | Sell |
403,445
-1,885
| -0.5% | -$65.1K | 1.72% | 5 |
|
|
2017
Q1 | $13.9M | Buy |
405,330
+12,640
| +3% | +$430K | 1.73% | 7 |
|
|
2016
Q4 | $13M | Buy |
392,690
+9,915
| +3% | +$314K | 1.69% | 6 |
|
|
2016
Q3 | $11.8M | Sell |
382,775
-2,065
| -0.5% | -$63.8K | 1.6% | 7 |
|
|
2016
Q2 | $11.5M | Buy |
384,840
+68,685
| +22% | +$2.01M | 1.59% | 7 |
|
|
2016
Q1 | $9.12M | Buy |
316,155
+32,465
| +11% | +$867K | 1.3% | 10 |
|
|
2015
Q4 | $7.91M | Buy |
283,690
+69,960
| +33% | +$2M | 1.15% | 17 |
|
|
2015
Q3 | $5.84M | Sell |
213,730
-6,290
| -3% | -$183K | 0.93% | 27 |
|
|
2015
Q2 | $6.6M | Buy |
220,020
+12,005
| +6% | +$366K | 1% | 23 |
|
|
2015
Q1 | $6.32M | Buy |
208,015
+3,205
| +2% | +$94.8K | 0.95% | 25 |
|
|
2014
Q4 | $5.93M | Buy |
204,810
+6,105
| +3% | +$172K | 0.9% | 28 |
|
|
2014
Q3 | $5.43M | Buy |
198,705
+9,645
| +5% | +$272K | 0.9% | 33 |
|
|
2014
Q2 | $5.41M | Buy |
189,060
+5,750
| +3% | +$158K | 0.9% | 35 |
|
|
2014
Q1 | $5.04M | Buy |
183,310
+5,450
| +3% | +$147K | 0.9% | 37 |
|
|
2013
Q4 | $4.76M | Buy |
177,860
+865
| +0.5% | +$22.3K | 0.86% | 38 |
|
|
2013
Q3 | $4.39M | Sell |
176,995
-146,325
| -45% | -$3.57M | 0.9% | 37 |
|
|
2013
Q2 | $7.47M | Buy |
+323,320
| New | +$7.5M | 0.8% | 44 |
|
Other funds holding IJH
CCA
MRC
VFA
FMII
AIM
OWM
SFG
GT
AI
Goelzer Investment Management's IJH Position: Q2 2026 in Review
Goelzer Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q2 2026, selling an estimated $171K and leaving 1,150,363 shares worth $88.7M. The position accounts for 3.87% of the portfolio, ranked #3.
Goelzer Investment Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 930 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Goelzer Investment Management held 1,150,363 shares of iShares Core S&P Mid-Cap ETF worth $88.7M as of Q2 2026.
- Goelzer Investment Management sold 2,332 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $171K.
- iShares Core S&P Mid-Cap ETF made up 3.87% of Goelzer Investment Management's portfolio in Q2 2026, its #3 holding.
- Goelzer Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 930 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.