Integrated Wealth Concepts’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 | $35.3M | Buy |
522,303
+296
| +0.1% | +$20.5K | 0.28% | 73 |
|
|
2025
Q4 | $34.5M | Sell |
522,007
-8,515
| -2% | -$558K | 0.41% | 49 |
|
|
2025
Q3 | $34.6M | Sell |
530,522
-63,406
| -11% | -$4.07M | 0.31% | 57 |
|
|
2025
Q2 | $36.8M | Buy |
593,928
+21,548
| +4% | +$1.26M | 0.37% | 50 |
|
|
2025
Q1 | $33.4M | Sell |
572,380
-469,127
| -45% | -$29.1M | 0.39% | 49 |
|
|
2024
Q4 | $64.9M | Buy |
1,041,507
+7,472
| +0.7% | +$479K | 0.75% | 20 |
|
|
2024
Q3 | $64.4M | Buy |
1,034,035
+259,039
| +33% | +$15.6M | 0.79% | 18 |
|
|
2024
Q2 | $45.4M | Sell |
774,996
-517
| -0.1% | -$30.4K | 0.62% | 28 |
|
|
2024
Q1 | $47.1M | Sell |
775,513
-81,167
| -9% | -$4.6M | 0.68% | 24 |
|
|
2023
Q4 | $47.5M | Sell |
856,680
-96,215
| -10% | -$4.88M | 0.78% | 20 |
|
|
2023
Q3 | $47.5M | Buy |
952,895
+65,860
| +7% | +$3.45M | 0.84% | 16 |
|
|
2023
Q2 | $46.4M | Buy |
887,035
+237,765
| +37% | +$11.8M | 0.8% | 17 |
|
|
2023
Q1 | $32.5M | Buy |
649,270
+104,025
| +19% | +$5.3M | 0.67% | 29 |
|
|
2022
Q4 | $26.4M | Sell |
545,245
-36,065
| -6% | -$1.74M | 0.72% | 31 |
|
|
2022
Q3 | $25.5M | Buy |
581,310
+68,675
| +13% | +$3.32M | 0.81% | 26 |
|
|
2022
Q2 | $23.2M | Buy |
512,635
+59,635
| +13% | +$2.94M | 0.72% | 31 |
|
|
2022
Q1 | $24.3M | Sell |
453,000
-15,085
| -3% | -$803K | 0.74% | 31 |
|
|
2021
Q4 | $26.5M | Sell |
468,085
-12,065
| -3% | -$672K | 0.79% | 28 |
|
|
2021
Q3 | $25.3M | Buy |
480,150
+19,640
| +4% | +$1.06M | 0.82% | 27 |
|
|
2021
Q2 | $24.8M | Buy |
460,510
+19,920
| +5% | +$1.08M | 0.88% | 29 |
|
|
2021
Q1 | $22.9M | Sell |
440,590
-4,935
| -1% | -$246K | 0.94% | 26 |
|
|
2020
Q4 | $20.5M | Sell |
445,525
-15,055
| -3% | -$634K | 0.97% | 30 |
|
|
2020
Q3 | $17.1M | Buy |
460,580
+45,555
| +11% | +$1.7M | 1.05% | 24 |
|
|
2020
Q2 | $14.8M | Buy |
415,025
+5,990
| +1% | +$199K | 1.06% | 25 |
|
|
2020
Q1 | $11.8M | Sell |
409,035
-148,165
| -27% | -$5.51M | 1.09% | 29 |
|
|
2019
Q4 | $22.9M | Buy |
557,200
+239,285
| +75% | +$9.48M | 1.94% | 8 |
|
|
2019
Q3 | $12.3M | Sell |
317,915
-79,250
| -20% | -$3.05M | 1.38% | 16 |
|
|
2019
Q2 | $15.3M | Buy |
397,165
+22,055
| +6% | +$845K | 2.01% | 7 |
|
|
2019
Q1 | $14.2M | Buy |
375,110
+31,345
| +9% | +$1.16M | 2.41% | 5 |
|
|
2018
Q4 | $11.4M | Buy |
343,765
+11,930
| +4% | +$435K | 3.1% | 2 |
|
|
2018
Q3 | $13.3M | Buy |
331,835
+5,720
| +2% | +$230K | 4.01% | 2 |
|
|
2018
Q2 | $12.7M | Buy |
326,115
+11,535
| +4% | +$446K | 4.34% | 2 |
|
|
2018
Q1 | $11.5M | Buy |
314,580
+17,940
| +6% | +$686K | 4.62% | 2 |
|
|
2017
Q4 | $11.5M | Buy |
+296,640
| New | +$11M | 4.93% | 2 |
|
Other funds holding IJH
Integrated Wealth Concepts's IJH Position: Q1 2026 in Review
Integrated Wealth Concepts increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, buying an estimated $20.5K and bringing the position to 522,303 shares worth $35.3M. The position accounts for 0.28% of the portfolio, ranked #73.
Integrated Wealth Concepts first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $64.9M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Integrated Wealth Concepts held 522,303 shares of iShares Core S&P Mid-Cap ETF worth $35.3M as of Q1 2026.
- Integrated Wealth Concepts bought 296 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.5K.
- iShares Core S&P Mid-Cap ETF made up 0.28% of Integrated Wealth Concepts's portfolio in Q1 2026, its #73 holding.
- Integrated Wealth Concepts first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Integrated Wealth Concepts's iShares Core S&P Mid-Cap ETF position peaked at $64.9M in Q4 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.