Greenwich 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 | $1.39M | Buy |
20,575
+475
| +2% | +$33K | 0.06% | 134 |
|
|
2025
Q4 | $1.33M | Hold |
20,100
| – | – | 0.06% | 138 |
|
|
2025
Q3 | $1.31M | Buy |
20,100
+350
| +2% | +$22.5K | 0.07% | 133 |
|
|
2025
Q2 | $1.23M | Buy |
19,750
+1,300
| +7% | +$76.3K | 0.06% | 120 |
|
|
2025
Q1 | $1.08M | Sell |
18,450
-20
| -0.1% | -$1.24K | 0.08% | 116 |
|
|
2024
Q4 | $1.15M | Buy |
18,470
+1,520
| +9% | +$97.5K | 0.08% | 109 |
|
|
2024
Q3 | $1.06M | Sell |
16,950
-175
| -1% | -$10.6K | 0.07% | 119 |
|
|
2024
Q2 | $1M | Hold |
17,125
| – | – | 0.07% | 112 |
|
|
2024
Q1 | $1.04M | Buy |
17,125
+1,300
| +8% | +$73.6K | 0.08% | 108 |
|
|
2023
Q4 | $877K | Buy |
15,825
+375
| +2% | +$19K | 0.09% | 114 |
|
|
2023
Q3 | $770K | Buy |
15,450
+1,300
| +9% | +$68.1K | 0.08% | 120 |
|
|
2023
Q2 | $740K | Sell |
14,150
-75
| -0.5% | -$3.73K | 0.08% | 127 |
|
|
2023
Q1 | $712K | Sell |
14,225
-750
| -5% | -$38.2K | 0.08% | 131 |
|
|
2022
Q4 | $724K | Buy |
14,975
+5,655
| +61% | +$273K | 0.08% | 127 |
|
|
2022
Q3 | $409K | Buy |
9,320
+1,295
| +16% | +$62.6K | 0.04% | 164 |
|
|
2022
Q2 | $363K | Hold |
8,025
| – | – | 0.05% | 176 |
|
|
2022
Q1 | $431K | Sell |
8,025
-1,400
| -15% | -$74.5K | 0.04% | 174 |
|
|
2021
Q4 | $534K | Hold |
9,425
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $496K | Buy |
9,425
+225
| +2% | +$12.1K | 0.04% | 157 |
|
|
2021
Q2 | $494K | Buy |
+9,200
| New | +$497K | 0.04% | 146 |
|
|
2016
Q3 | – | Sell |
-11,565
| Closed | -$346K | – | 215 |
|
|
2016
Q2 | $346K | Hold |
11,565
| – | – | 0.08% | 142 |
|
|
2016
Q1 | $334K | Hold |
11,565
| – | – | 0.09% | 135 |
|
|
2015
Q4 | $322K | Hold |
11,565
| – | – | 0.08% | 121 |
|
|
2015
Q3 | $316K | Sell |
11,565
-6,795
| -37% | -$198K | 0.08% | 135 |
|
|
2015
Q2 | $551K | Hold |
18,360
| – | – | 0.07% | 124 |
|
|
2015
Q1 | $558K | Hold |
18,360
| – | – | 0.06% | 126 |
|
|
2014
Q4 | $532K | Buy |
18,360
+1,450
| +9% | +$40.7K | 0.04% | 127 |
|
|
2014
Q3 | $462K | Buy |
16,910
+2,970
| +21% | +$83.7K | 0.03% | 138 |
|
|
2014
Q2 | $399K | Buy |
13,940
+3,940
| +39% | +$108K | 0.03% | 133 |
|
|
2014
Q1 | $275K | Hold |
10,000
| – | – | 0.02% | 139 |
|
|
2013
Q4 | $268K | Hold |
10,000
| – | – | 0.03% | 149 |
|
|
2013
Q3 | $248K | Hold |
10,000
| – | – | 0.02% | 143 |
|
|
2013
Q2 | $231K | Buy |
+10,000
| New | +$232K | 0.02% | 137 |
|
Other funds holding IJH
Greenwich Wealth Management's IJH Position: Q1 2026 in Review
Greenwich Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q1 2026, buying an estimated $33K and bringing the position to 20,575 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #134.
Greenwich Wealth Management first reported a position in IJH in Q2 2013 and has held it in 33 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Greenwich Wealth Management held 20,575 shares of iShares Core S&P Mid-Cap ETF worth $1.39M as of Q1 2026.
- Greenwich Wealth Management bought 475 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $33K.
- iShares Core S&P Mid-Cap ETF made up 0.06% of Greenwich Wealth Management's portfolio in Q1 2026, its #134 holding.
- Greenwich Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 33 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.