Investment Partners’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 | $1.86M | Sell |
27,512
-69
| -0.3% | -$4.79K | 0.66% | 44 |
|
|
2025
Q4 | $1.82M | Sell |
27,581
-1,384
| -5% | -$90.7K | 0.64% | 44 |
|
|
2025
Q3 | $1.89M | Buy |
28,965
+38
| +0.1% | +$2.44K | 0.67% | 40 |
|
|
2025
Q2 | $1.79M | Sell |
28,927
-3,150
| -10% | -$185K | 0.68% | 41 |
|
|
2025
Q1 | $1.87M | Buy |
32,077
+2,479
| +8% | +$154K | 0.78% | 40 |
|
|
2024
Q4 | $1.84M | Sell |
29,598
-1,874
| -6% | -$120K | 0.76% | 38 |
|
|
2024
Q3 | $1.96M | Sell |
31,472
-431
| -1% | -$26K | 0.82% | 36 |
|
|
2024
Q2 | $1.87M | Buy |
31,903
+33
| +0.1% | +$1.94K | 0.84% | 33 |
|
|
2024
Q1 | $1.94M | Buy |
31,870
+30
| +0.1% | +$1.7K | 0.88% | 34 |
|
|
2023
Q4 | $1.76M | Sell |
31,840
-720
| -2% | -$36.5K | 0.87% | 35 |
|
|
2023
Q3 | $1.62M | Sell |
32,560
-1,315
| -4% | -$68.9K | 0.85% | 36 |
|
|
2023
Q2 | $1.77M | Buy |
33,875
+40
| +0.1% | +$1.99K | 0.92% | 30 |
|
|
2023
Q1 | $1.69M | Buy |
33,835
+45
| +0.1% | +$2.29K | 0.89% | 30 |
|
|
2022
Q4 | $1.63M | Sell |
33,790
-3,255
| -9% | -$157K | 0.86% | 33 |
|
|
2022
Q3 | $1.63M | Buy |
37,045
+3,570
| +11% | +$173K | 0.48% | 60 |
|
|
2022
Q2 | $1.51M | Buy |
33,475
+1,980
| +6% | +$97.7K | 0.74% | 35 |
|
|
2022
Q1 | $1.69M | Buy |
31,495
+35
| +0.1% | +$1.86K | 0.71% | 33 |
|
|
2021
Q4 | $1.78M | Buy |
31,460
+45
| +0.1% | +$2.5K | 0.73% | 34 |
|
|
2021
Q3 | $1.65M | Sell |
31,415
-10,360
| -25% | -$557K | 0.75% | 35 |
|
|
2021
Q2 | $2.25M | Sell |
41,775
-7,100
| -15% | -$383K | 1.02% | 28 |
|
|
2021
Q1 | $2.54M | Buy |
48,875
+50
| +0.1% | +$2.5K | 1.24% | 23 |
|
|
2020
Q4 | $2.24M | Sell |
48,825
-25
| -0.1% | -$1.05K | 1.19% | 25 |
|
|
2020
Q3 | $1.81M | Buy |
48,850
+165
| +0.3% | +$6.17K | 1.08% | 27 |
|
|
2020
Q2 | $1.73M | Buy |
48,685
+440
| +0.9% | +$14.6K | 1.02% | 31 |
|
|
2020
Q1 | $1.39M | Sell |
48,245
-48,710
| -50% | -$1.81M | 1% | 31 |
|
|
2019
Q4 | $3.99M | Buy |
96,955
+2,400
| +3% | +$95.1K | 2.69% | 7 |
|
|
2019
Q3 | $3.65M | Buy |
94,555
+18,655
| +25% | +$717K | 2.67% | 7 |
|
|
2019
Q2 | $2.95M | Sell |
75,900
-540
| -0.7% | -$20.7K | 2.11% | 11 |
|
|
2019
Q1 | $2.9M | Sell |
76,440
-1,860
| -2% | -$68.7K | 2.09% | 11 |
|
|
2018
Q4 | $2.6M | Sell |
78,300
-13,340
| -15% | -$487K | 2.19% | 10 |
|
|
2018
Q3 | $1.6K | Buy |
91,640
+4,110
| +5% | +$165K | 0.89% | 28 |
|
|
2018
Q2 | $3.41M | Sell |
87,530
-780
| -0.9% | -$30.1K | 2.53% | 8 |
|
|
2018
Q1 | $3.31M | Sell |
88,310
-1,840
| -2% | -$70.4K | 2.47% | 7 |
|
|
2017
Q4 | $3.42M | Buy |
90,150
+495
| +0.6% | +$18.3K | 2.54% | 6 |
|
|
2017
Q3 | $3.21M | Sell |
89,655
-10,255
| -10% | -$357K | 2.75% | 7 |
|
|
2017
Q2 | $3.48M | Buy |
99,910
+10,605
| +12% | +$366K | 3.16% | 3 |
|
|
2017
Q1 | $3.06M | Buy |
89,305
+465
| +0.5% | +$15.8K | 2.94% | 5 |
|
|
2016
Q4 | $2.94M | Sell |
88,840
-6,795
| -7% | -$215K | 2.87% | 4 |
|
|
2016
Q3 | $2.96M | Sell |
95,635
-845
| -0.9% | -$26.1K | 1.68% | 14 |
|
|
2016
Q2 | $2.88M | Sell |
96,480
-1,830
| -2% | -$53.7K | 2.87% | 5 |
|
|
2016
Q1 | $2.74M | Buy |
98,310
+2,360
| +2% | +$63K | 1.79% | 12 |
|
|
2015
Q4 | $2.67M | Buy |
95,950
+1,285
| +1% | +$36.7K | 3.22% | 3 |
|
|
2015
Q3 | $2.59M | Buy |
94,665
+1,425
| +2% | +$41.4K | 3.39% | 3 |
|
|
2015
Q2 | $2.8M | Sell |
93,240
-6,130
| -6% | -$187K | 3.37% | 4 |
|
|
2015
Q1 | $3.02M | Sell |
99,370
-4,375
| -4% | -$129K | 3.32% | 5 |
|
|
2014
Q4 | $3M | Buy |
+103,745
| New | +$2.91M | 3.46% | 5 |
|
Other funds holding IJH
Investment Partners's IJH Position: Q1 2026 in Review
Investment Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q1 2026, selling an estimated $4.79K and leaving 27,512 shares worth $1.86M. The position accounts for 0.66% of the portfolio, ranked #44.
Investment Partners first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.99M in Q4 2019. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Investment Partners held 27,512 shares of iShares Core S&P Mid-Cap ETF worth $1.86M as of Q1 2026.
- Investment Partners sold 69 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.79K.
- iShares Core S&P Mid-Cap ETF made up 0.66% of Investment Partners's portfolio in Q1 2026, its #44 holding.
- Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $3.99M in Q4 2019.
- 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.