International Private Wealth Advisors’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
$1.53M Sell
22,646
-664
-3% -$46.1K 0.94% 32
2025
Q4
$1.54M Buy
23,310
+80
+0.3% +$5.24K 0.97% 32
2025
Q3
$1.52M Sell
23,230
-126
-0.5% -$8.1K 0.95% 29
2025
Q2
$1.45M Sell
23,356
-1,026
-4% -$60.2K 1.24% 20
2025
Q1
$1.42M Buy
24,382
+886
+4% +$55K 1.36% 18
2024
Q4
$1.46M Buy
23,496
+13,762
+141% +$883K 1.46% 14
2024
Q3
$607K Buy
9,734
+26
+0.3% +$1.57K 0.89% 23
2024
Q2
$568K Sell
9,708
-874
-8% -$51.3K 0.96% 22
2024
Q1
$643K Sell
10,582
-46,023
-81% -$2.61M 1.24% 13
2023
Q4
$3.14M Buy
+56,605
New +$2.87M 3.1% 8

Other funds holding IJH

International Private Wealth Advisors's IJH Position: Q1 2026 in Review

International Private Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q1 2026, selling an estimated $46.1K and leaving 22,646 shares worth $1.53M. The position accounts for 0.94% of the portfolio, ranked #32.

International Private Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.14M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • International Private Wealth Advisors held 22,646 shares of iShares Core S&P Mid-Cap ETF worth $1.53M as of Q1 2026.
  • International Private Wealth Advisors sold 664 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $46.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.94% of International Private Wealth Advisors's portfolio in Q1 2026, its #32 holding.
  • International Private Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • International Private Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.14M in Q4 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.