IHT 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 | $17.5M | Sell |
258,819
-2,844
| -1% | -$197K | 0.41% | 51 |
|
|
2025
Q4 | $17.3M | Buy |
261,663
+4,792
| +2% | +$314K | 0.42% | 52 |
|
|
2025
Q3 | $16.8M | Buy |
256,871
+17,115
| +7% | +$1.1M | 0.42% | 50 |
|
|
2025
Q2 | $14.9M | Buy |
239,756
+152,984
| +176% | +$8.98M | 0.41% | 51 |
|
|
2025
Q1 | $5.06M | Buy |
86,772
+1,029
| +1% | +$63.9K | 0.16% | 133 |
|
|
2024
Q4 | $5.34M | Sell |
85,743
-31,435
| -27% | -$2.02M | 0.17% | 118 |
|
|
2024
Q3 | $7.29M | Buy |
117,178
+36,934
| +46% | +$2.23M | 0.21% | 97 |
|
|
2024
Q2 | $4.7M | Buy |
80,244
+9,379
| +13% | +$551K | 0.18% | 115 |
|
|
2024
Q1 | $4.3M | Buy |
70,865
+3,680
| +5% | +$208K | 0.17% | 120 |
|
|
2023
Q4 | $3.72M | Sell |
67,185
-4,615
| -6% | -$234K | 0.17% | 126 |
|
|
2023
Q3 | $3.58M | Sell |
71,800
-5,025
| -7% | -$263K | 0.18% | 115 |
|
|
2023
Q2 | $4.02M | Sell |
76,825
-390
| -0.5% | -$19.4K | 0.21% | 102 |
|
|
2023
Q1 | $3.86M | Buy |
77,215
+415
| +0.5% | +$21.1K | 0.22% | 98 |
|
|
2022
Q4 | $3.72M | Sell |
76,800
-10,105
| -12% | -$488K | 0.23% | 98 |
|
|
2022
Q3 | $3.81M | Buy |
86,905
+27,405
| +46% | +$1.32M | 0.29% | 73 |
|
|
2022
Q2 | $2.69M | Sell |
59,500
-1,500
| -2% | -$74K | 0.24% | 96 |
|
|
2022
Q1 | $3.27M | Sell |
61,000
-11,460
| -16% | -$610K | 0.25% | 86 |
|
|
2021
Q4 | $4.1M | Sell |
72,460
-14,010
| -16% | -$780K | 0.3% | 70 |
|
|
2021
Q3 | $4.55M | Sell |
86,470
-43,810
| -34% | -$2.36M | 0.37% | 55 |
|
|
2021
Q2 | $7M | Sell |
130,280
-1,925
| -1% | -$104K | 0.44% | 42 |
|
|
2021
Q1 | $6.88M | Sell |
132,205
-10,080
| -7% | -$503K | 0.5% | 36 |
|
|
2020
Q4 | $6.54M | Sell |
142,285
-1,765
| -1% | -$74.4K | 0.54% | 30 |
|
|
2020
Q3 | $5.34M | Sell |
144,050
-9,685
| -6% | -$362K | 0.54% | 27 |
|
|
2020
Q2 | $5.47M | Sell |
153,735
-20,145
| -12% | -$669K | 0.75% | 19 |
|
|
2020
Q1 | $5M | Sell |
173,880
-86,285
| -33% | -$3.21M | 0.72% | 18 |
|
|
2019
Q4 | $10.7M | Buy |
260,165
+5,465
| +2% | +$217K | 1.27% | 12 |
|
|
2019
Q3 | $9.84M | Buy |
254,700
+41,170
| +19% | +$1.58M | 1.34% | 9 |
|
|
2019
Q2 | $8.3M | Buy |
213,530
+35,245
| +20% | +$1.35M | 1.2% | 10 |
|
|
2019
Q1 | $6.75M | Sell |
178,285
-3,275
| -2% | -$121K | 1.13% | 13 |
|
|
2018
Q4 | $6.03M | Buy |
181,560
+18,850
| +12% | +$688K | 1.16% | 11 |
|
|
2018
Q3 | $6.55M | Buy |
162,710
+33,585
| +26% | +$1.35M | 1.42% | 7 |
|
|
2018
Q2 | $5.03M | Buy |
129,125
+32,230
| +33% | +$1.25M | 1.29% | 6 |
|
|
2018
Q1 | $3.55M | Buy |
96,895
+10,760
| +12% | +$412K | 0.95% | 11 |
|
|
2017
Q4 | $3.35M | Buy |
86,135
+33,720
| +64% | +$1.25M | 0.89% | 13 |
|
|
2017
Q3 | $1.9M | Buy |
52,415
+30,750
| +142% | +$1.07M | 0.81% | 14 |
|
|
2017
Q2 | $18 | Buy |
21,665
+5,780
| +36% | +$200K | 0.01% | 809 |
|
|
2017
Q1 | $152K | Buy |
15,885
+11,570
| +268% | +$394K | 0.1% | 226 |
|
|
2016
Q4 | $143K | Buy |
+4,315
| New | +$137K | 0.11% | 211 |
|
Other funds holding IJH
IHT Wealth Management's IJH Position: Q1 2026 in Review
IHT Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, selling an estimated $197K and leaving 258,819 shares worth $17.5M. The position accounts for 0.41% of the portfolio, ranked #51.
IHT Wealth Management first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- IHT Wealth Management held 258,819 shares of iShares Core S&P Mid-Cap ETF worth $17.5M as of Q1 2026.
- IHT Wealth Management sold 2,844 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $197K.
- iShares Core S&P Mid-Cap ETF made up 0.41% of IHT Wealth Management's portfolio in Q1 2026, its #51 holding.
- IHT Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.