Insight Advisors
IJH icon

Insight Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Insight Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$637K Sell
8,850
-154
-2% -$11.6K 0.11% 114
2026
Q2 		$694K Sell
9,004
-1,803
-17% -$132K 0.12% 108
2026
Q1 		$730K Sell
10,807
-53,043
-83% -$3.68M 0.14% 98
2025
Q4 		$4.21M Buy
63,850
+12,652
+25% +$829K 0.64% 26
2025
Q3 		$3.34M Buy
51,198
+52
+0.1% +$3.34K 0.51% 32
2025
Q2 		$3.17M Buy
51,146
+1,822
+4% +$107K 0.51% 34
2025
Q1 		$2.88M Buy
49,324
+9,500
+24% +$590K 0.5% 34
2024
Q4 		$2.48M Buy
39,824
+4,651
+13% +$298K 0.42% 38
2024
Q3 		$2.19M Buy
35,173
+24,824
+240% +$1.5M 0.38% 43
2024
Q2 		$606K Buy
10,349
+166
+2% +$9.8K 0.11% 128
2024
Q1 		$619K Buy
10,183
+433
+4% +$24.5K 0.12% 130
2023
Q4 		$540K Sell
9,750
-485
-5% -$24.6K 0.11% 132
2023
Q3 		$510K Sell
10,235
-70
-0.7% -$3.67K 0.12% 134
2023
Q2 		$539K Sell
10,305
-20
-0.2% -$994 0.12% 129
2023
Q1 		$517K Sell
10,325
-50
-0.5% -$2.55K 0.12% 135
2022
Q4 		$499K Sell
10,375
-225
-2% -$10.9K 0.17% 155
2022
Q3 		$465K Sell
10,600
-50
-0.5% -$2.42K 0.18% 143
2022
Q2 		$530K Sell
10,650
-435
-4% -$21.5K 0.18% 142
2022
Q1 		$595K Sell
11,085
-2,015
-15% -$107K 0.18% 141
2021
Q4 		$742K Buy
13,100
+455
+4% +$25.3K 0.22% 110
2021
Q3 		$726K Buy
12,645
+70
+0.6% +$3.77K 0.22% 123
2021
Q2 		$676K Buy
12,575
+1,480
+13% +$79.9K 0.21% 122
2021
Q1 		$603K Sell
11,095
-210
-2% -$10.5K 0.19% 139
2020
Q4 		$520K Buy
+11,305
New +$476K 0.2% 128

Other funds holding IJH

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Insight Advisors's IJH Position: Q3 2026 in Review

Insight Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q3 2026, selling an estimated $11.6K and leaving 8,850 shares worth $637K. The position accounts for 0.11% of the portfolio, ranked #114.

Insight Advisors first reported a position in IJH in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.21M in Q4 2025. 1,778 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Insight Advisors held 8,850 shares of iShares Core S&P Mid-Cap ETF worth $637K as of Q3 2026.
  • Insight Advisors sold 154 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $11.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Insight Advisors's portfolio in Q3 2026, its #114 holding.
  • Insight Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.21M in Q4 2025.
  • 1,778 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.