Independent Advisor Alliance’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 | $2.31M | Sell |
29,950
-566,065
| -95% | -$41.5M | 0.05% | 249 |
|
|
2026
Q1 | $40.2M | Buy |
596,015
+564,257
| +1,777% | +$39.1M | 0.43% | 48 |
|
|
2025
Q4 | $2.1M | Buy |
31,758
+1,053
| +3% | +$69K | 0.05% | 300 |
|
|
2025
Q3 | $2M | Buy |
30,705
+2,160
| +8% | +$139K | 0.05% | 294 |
|
|
2025
Q2 | $1.77M | Sell |
28,545
-987
| -3% | -$57.9K | 0.05% | 306 |
|
|
2025
Q1 | $1.72M | Sell |
29,532
-470,556
| -94% | -$29.2M | 0.06% | 278 |
|
|
2024
Q4 | $31.2M | Buy |
500,088
+469,566
| +1,538% | +$30.1M | 0.41% | 48 |
|
|
2024
Q3 | $1.9M | Sell |
30,522
-6,419
| -17% | -$387K | 0.07% | 232 |
|
|
2024
Q2 | $2.16M | Buy |
36,941
+12,798
| +53% | +$752K | 0.07% | 211 |
|
|
2024
Q1 | $1.47M | Buy |
24,143
+1,418
| +6% | +$80.3K | 0.05% | 263 |
|
|
2023
Q4 | $1.26M | Sell |
22,725
-750
| -3% | -$38K | 0.05% | 271 |
|
|
2023
Q3 | $1.17M | Sell |
23,475
-2,770
| -11% | -$145K | 0.05% | 273 |
|
|
2023
Q2 | $1.37M | Buy |
26,245
+10,550
| +67% | +$524K | 0.06% | 261 |
|
|
2023
Q1 | $785K | Sell |
15,695
-365
| -2% | -$18.6K | 0.04% | 330 |
|
|
2022
Q4 | $777K | Sell |
16,060
-1,225
| -7% | -$59.2K | 0.27% | 53 |
|
|
2022
Q3 | $758K | Sell |
17,285
-345
| -2% | -$16.7K | 0.04% | 296 |
|
|
2022
Q2 | $798K | Sell |
17,630
-3,195
| -15% | -$158K | 0.04% | 304 |
|
|
2022
Q1 | $1.12M | Sell |
20,825
-2,185
| -9% | -$116K | 0.05% | 265 |
|
|
2021
Q4 | $1.3M | Sell |
23,010
-15
| -0.1% | -$835 | 0.06% | 235 |
|
|
2021
Q3 | $1.21M | Buy |
23,025
+55
| +0.2% | +$2.96K | 0.07% | 236 |
|
|
2021
Q2 | $1.24M | Buy |
22,970
+3,065
| +15% | +$165K | 0.07% | 234 |
|
|
2021
Q1 | $1.04M | Buy |
19,905
+235
| +1% | +$11.7K | 0.06% | 254 |
|
|
2020
Q4 | $904K | Sell |
19,670
-8,760
| -31% | -$369K | 0.06% | 231 |
|
|
2020
Q3 | $1.1M | Sell |
28,430
-3,425
| -11% | -$128K | 0.08% | 169 |
|
|
2020
Q2 | $1.21M | Buy |
31,855
+275
| +0.9% | +$9.13K | 0.13% | 130 |
|
|
2020
Q1 | $909K | Sell |
31,580
-755,240
| -96% | -$28.1M | 0.13% | 132 |
|
|
2019
Q4 | $32.4M | Buy |
786,820
+735,580
| +1,436% | +$29.2M | 1.41% | 9 |
|
|
2019
Q3 | $2.04M | Buy |
+51,240
| New | +$1.97M | 0.25% | 92 |
|
|
2019
Q2 | – | Sell |
-39,020
| Closed | -$1.48M | – | 443 |
|
|
2019
Q1 | $1.48M | Buy |
39,020
+10,560
| +37% | +$390K | 0.21% | 107 |
|
|
2018
Q4 | $1.05M | Buy |
+28,460
| New | +$1.04M | 0.19% | 114 |
|
|
2018
Q2 | – | Sell |
-24,505
| Closed | -$819K | – | 374 |
|
|
2018
Q1 | $819K | Buy |
+24,505
| New | +$937K | 0.18% | 134 |
|
|
2017
Q2 | – | Sell |
-153,465
| Closed | -$5.18M | – | 309 |
|
|
2017
Q1 | $5.18M | Buy |
+153,465
| New | +$5.22M | 0.82% | 25 |
|
Other funds holding IJH
Independent Advisor Alliance's IJH Position: Q2 2026 in Review
Independent Advisor Alliance reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 95% in Q2 2026, selling an estimated $41.5M and leaving 29,950 shares worth $2.31M. The position accounts for 0.05% of the portfolio, ranked #249.
Independent Advisor Alliance first reported a position in IJH in Q1 2017 and has held it in 32 quarters since. The position peaked at $40.2M in Q1 2026. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Independent Advisor Alliance held 29,950 shares of iShares Core S&P Mid-Cap ETF worth $2.31M as of Q2 2026.
- Independent Advisor Alliance sold 566,065 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $41.5M.
- iShares Core S&P Mid-Cap ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #249 holding.
- Independent Advisor Alliance first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 32 quarters since.
- Independent Advisor Alliance's iShares Core S&P Mid-Cap ETF position peaked at $40.2M in Q1 2026.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.