INVST’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
$1.78M Buy
26,325
+9,878
+60% +$685K 0.2% 90
2025
Q4
$1.09M Buy
16,447
+7,875
+92% +$516K 0.12% 145
2025
Q3
$559K Sell
8,572
-360
-4% -$23.1K 0.06% 231
2025
Q2
$554K Sell
8,932
-472
-5% -$27.7K 0.07% 225
2025
Q1
$549K Sell
9,404
-274,879
-97% -$17.1M 0.07% 211
2024
Q4
$17.7M Buy
284,283
+272,859
+2,388% +$17.5M 2.15% 14
2024
Q3
$712K Sell
11,424
-7,548
-40% -$455K 0.09% 151
2024
Q2
$1.1M Sell
18,972
-366,619
-95% -$21.5M 0.12% 97
2024
Q1
$23.3M Buy
385,591
+351,711
+1,038% +$19.9M 2.76% 8
2023
Q4
$1.86M Sell
33,880
-29,490
-47% -$1.5M 0.24% 64
2023
Q3
$3.16M Buy
63,370
+55,410
+696% +$2.9M 0.46% 43
2023
Q2
$416K Sell
7,960
-11,500
-59% -$572K 0.06% 140
2023
Q1
$957K Buy
+19,460
New +$991K 0.15% 77
2022
Q4
Sell
-568,300
Closed -$25.6M 176
2022
Q3
$25.6M Buy
568,300
+2,230
+0.4% +$108K 4.39% 5
2022
Q2
$28.9M Buy
566,070
+20,185
+4% +$996K 4.48% 5
2022
Q1
$26.1M Buy
+545,885
New +$29.1M 4.29% 6
2021
Q4
Sell
-500,555
Closed -$26.3M 195
2021
Q3
$26.3M Buy
500,555
+26,365
+6% +$1.42M 4.16% 8
2021
Q2
$24.7M Buy
474,190
+16,200
+4% +$875K 4.05% 8
2021
Q1
$24.9M Buy
457,990
+39,210
+9% +$1.96M 4.31% 6
2020
Q4
$19.3M Buy
+418,780
New +$17.6M 3.5% 9
2020
Q1
Sell
-18,585
Closed -$765K 112
2019
Q4
$765K Buy
18,585
+7,265
+64% +$288K 0.29% 46
2019
Q3
$429K Buy
+11,320
New +$435K 0.19% 56
2019
Q2
Sell
-159,660
Closed -$6.13M 75
2019
Q1
$6.13M Buy
+159,660
New +$5.9M 3.07% 12
2018
Q3
Sell
-42,570
Closed -$1.66M 54
2018
Q2
$1.66M Buy
+42,570
New +$1.64M 0.97% 21

Other funds holding IJH

INVST's IJH Position: Q1 2026 in Review

INVST increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 60% in Q1 2026, buying an estimated $685K and bringing the position to 26,325 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #90.

INVST first reported a position in IJH in Q2 2018 and has held it in 24 quarters since. The position peaked at $28.9M in Q2 2022. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • INVST held 26,325 shares of iShares Core S&P Mid-Cap ETF worth $1.78M as of Q1 2026.
  • INVST bought 9,878 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $685K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of INVST's portfolio in Q1 2026, its #90 holding.
  • INVST first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 24 quarters since.
  • INVST's iShares Core S&P Mid-Cap ETF position peaked at $28.9M in Q2 2022.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.