Insigneo Advisory Services’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
$1.14M Sell
16,914
-3,191
-16% -$221K 0.08% 198
2025
Q4
$1.33M Sell
20,105
-4,795
-19% -$314K 0.1% 177
2025
Q3
$1.62M Buy
24,900
+6,630
+36% +$426K 0.11% 144
2025
Q2
$1.13M Sell
18,270
-485
-3% -$28.5K 0.1% 173
2025
Q1
$1.09M Sell
18,755
-1,215
-6% -$75.5K 0.11% 162
2024
Q4
$1.24M Sell
19,970
-782
-4% -$50.2K 0.13% 146
2024
Q3
$1.29M Buy
20,752
+1,998
+11% +$120K 0.13% 150
2024
Q2
$1.07M Buy
18,754
+1,989
+12% +$117K 0.12% 162
2024
Q1
$1.02M Buy
16,765
+1,465
+10% +$82.9K 0.12% 163
2023
Q4
$848K Buy
15,300
+9,035
+144% +$458K 0.12% 164
2023
Q3
$314K Buy
6,265
+1,425
+29% +$74.7K 0.06% 279
2023
Q2
$253K Buy
+4,840
New +$241K 0.05% 317

Other funds holding IJH

Insigneo Advisory Services's IJH Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $221K and leaving 16,914 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #198.

Insigneo Advisory Services first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Insigneo Advisory Services held 16,914 shares of iShares Core S&P Mid-Cap ETF worth $1.14M as of Q1 2026.
  • Insigneo Advisory Services sold 3,191 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $221K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Insigneo Advisory Services's portfolio in Q1 2026, its #198 holding.
  • Insigneo Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Insigneo Advisory Services's iShares Core S&P Mid-Cap ETF position peaked at $1.62M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.