Greenup Street 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
$866K Sell
12,828
-967
-7% -$67.1K 0.12% 73
2025
Q4
$910K Sell
13,795
-2,694
-16% -$176K 0.13% 68
2025
Q3
$1.08M Sell
16,489
-306,487
-95% -$19.7M 0.17% 75
2025
Q2
$20M Buy
322,976
+18,326
+6% +$1.08M 3.49% 8
2025
Q1
$17.8M Buy
304,650
+23,297
+8% +$1.45M 3.52% 8
2024
Q4
$17.5M Buy
281,353
+34,813
+14% +$2.23M 3.48% 8
2024
Q3
$15.4M Buy
246,540
+66,739
+37% +$4.02M 3.17% 9
2024
Q2
$10.5M Buy
179,801
+86,132
+92% +$5.06M 2.48% 12
2024
Q1
$5.69M Buy
93,669
+23,674
+34% +$1.34M 1.43% 16
2023
Q4
$3.88M Sell
69,995
-2,485
-3% -$126K 1.08% 21
2023
Q3
$3.61M Sell
72,480
-118,485
-62% -$6.21M 1.18% 19
2023
Q2
$9.99M Buy
190,965
+83,725
+78% +$4.16M 2.73% 10
2023
Q1
$5.37M Sell
107,240
-65,250
-38% -$3.32M 1.89% 14
2022
Q4
$8.34M Buy
172,490
+4,030
+2% +$195K 3.48% 6
2022
Q3
$7.39M Buy
168,460
+31,795
+23% +$1.54M 3.33% 7
2022
Q2
$6.18M Buy
136,665
+71,365
+109% +$3.52M 2.91% 10
2022
Q1
$3.5M Buy
65,300
+1,125
+2% +$59.9K 1.93% 18
2021
Q4
$3.63M Buy
+64,175
New +$3.57M 2.13% 11

Other funds holding IJH

Greenup Street Wealth Management's IJH Position: Q1 2026 in Review

Greenup Street Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7% in Q1 2026, selling an estimated $67.1K and leaving 12,828 shares worth $866K. The position accounts for 0.12% of the portfolio, ranked #73.

Greenup Street Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $20M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Greenup Street Wealth Management held 12,828 shares of iShares Core S&P Mid-Cap ETF worth $866K as of Q1 2026.
  • Greenup Street Wealth Management sold 967 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $67.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Greenup Street Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Greenup Street Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Greenup Street Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $20M in Q2 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Greenup Street Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.