Ironwood Financial’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
Q2 | $28M | Buy |
371,526
+1,470
| +0.4% | +$108K | 4.38% | 3 |
|
|
2026
Q1 | $25M | Buy |
370,056
+2,929
| +0.8% | +$203K | 4.36% | 3 |
|
|
2025
Q4 | $25.4M | Buy |
367,127
+5,480
| +2% | +$359K | 4.31% | 3 |
|
|
2025
Q3 | $23.6M | Buy |
361,647
+58,763
| +19% | +$3.78M | 4.18% | 3 |
|
|
2025
Q2 | $17.7M | Hold |
302,884
| – | – | 3.79% | 4 |
|
|
2025
Q1 | $17.7M | Buy |
302,884
+6,690
| +2% | +$415K | 3.79% | 4 |
|
|
2024
Q4 | $18.5M | Sell |
296,194
-804
| -0.3% | -$51.6K | 3.87% | 4 |
|
|
2024
Q3 | $18.5M | Buy |
296,998
+12,711
| +4% | +$767K | 3.89% | 4 |
|
|
2024
Q2 | $16.6M | Buy |
284,287
+8,643
| +3% | +$508K | 3.73% | 4 |
|
|
2024
Q1 | $16.7M | Buy |
275,644
+4,839
| +2% | +$274K | 3.85% | 4 |
|
|
2023
Q4 | $15M | Buy |
270,805
+7,855
| +3% | +$398K | 3.64% | 4 |
|
|
2023
Q3 | $13.1M | Buy |
262,950
+8,785
| +3% | +$460K | 3.52% | 4 |
|
|
2023
Q2 | $13.3M | Buy |
254,165
+4,500
| +2% | +$224K | 3.5% | 4 |
|
|
2023
Q1 | $12.5M | Buy |
249,665
+10,195
| +4% | +$519K | 3.48% | 4 |
|
|
2022
Q4 | $11.6M | Buy |
239,470
+1,180
| +0.5% | +$57K | 3.61% | 4 |
|
|
2022
Q3 | $10.4M | Buy |
238,290
+4,555
| +2% | +$220K | 3.46% | 5 |
|
|
2022
Q2 | $10.6M | Buy |
233,735
+5,820
| +3% | +$287K | 3.4% | 5 |
|
|
2022
Q1 | $12.2M | Buy |
227,915
+4,195
| +2% | +$223K | 3.45% | 6 |
|
|
2021
Q4 | $12.7M | Buy |
223,720
+7,780
| +4% | +$433K | 3.47% | 6 |
|
|
2021
Q3 | $11.4M | Buy |
215,940
+10,525
| +5% | +$566K | 3.33% | 5 |
|
|
2021
Q2 | $11M | Buy |
205,415
+11,950
| +6% | +$645K | 3.31% | 5 |
|
|
2021
Q1 | $10.1M | Buy |
193,465
+47,550
| +33% | +$2.37M | 3.29% | 5 |
|
|
2020
Q4 | $6.71M | Buy |
145,915
+49,840
| +52% | +$2.1M | 2.51% | 11 |
|
|
2020
Q3 | $3.56M | Buy |
96,075
+26,240
| +38% | +$981K | 1.79% | 13 |
|
|
2020
Q2 | $2.48M | Buy |
69,835
+1,670
| +2% | +$55.5K | 1.34% | 15 |
|
|
2020
Q1 | $1.96M | Sell |
68,165
-215,645
| -76% | -$8.02M | 1.34% | 10 |
|
|
2019
Q4 | $11.7M | Sell |
283,810
-4,000
| -1% | -$159K | 5.35% | 6 |
|
|
2019
Q3 | $11.1M | Sell |
287,810
-855
| -0.3% | -$32.9K | 5.34% | 5 |
|
|
2019
Q2 | $11.2M | Buy |
288,665
+5,055
| +2% | +$194K | 5.51% | 3 |
|
|
2019
Q1 | $10.7M | Buy |
283,610
+6,760
| +2% | +$250K | 5.55% | 3 |
|
|
2018
Q4 | $9.2M | Buy |
276,850
+5,330
| +2% | +$194K | 5.16% | 5 |
|
|
2018
Q3 | $10.9M | Buy |
271,520
+5,180
| +2% | +$208K | 5.8% | 3 |
|
|
2018
Q2 | $10.4M | Buy |
266,340
+4,165
| +2% | +$161K | 6.01% | 4 |
|
|
2018
Q1 | $9.84M | Buy |
262,175
+11,290
| +5% | +$432K | 10.67% | 3 |
|
|
2017
Q4 | $9.52M | Sell |
250,885
-70
| -0% | -$2.59K | 5.74% | 5 |
|
|
2017
Q3 | $8.98M | Buy |
250,955
+2,750
| +1% | +$95.8K | 5.54% | 6 |
|
|
2017
Q2 | $8.63M | Sell |
248,205
-1,755
| -0.7% | -$60.6K | 5.55% | 8 |
|
|
2017
Q1 | $8.56M | Sell |
249,960
-845
| -0.3% | -$28.8K | 5.67% | 7 |
|
|
2016
Q4 | $8.29M | Buy |
250,805
+3,615
| +1% | +$115K | 5.82% | 6 |
|
|
2016
Q3 | $7.65M | Sell |
247,190
-4,655
| -2% | -$144K | 5.48% | 8 |
|
|
2016
Q2 | $7.53M | Sell |
251,845
-3,705
| -1% | -$109K | 5.62% | 7 |
|
|
2016
Q1 | $7.37M | Buy |
+255,550
| New | +$6.83M | 5.7% | 7 |
|
|
2015
Q3 | $8.08M | Buy |
295,795
+8,330
| +3% | +$242K | 3.97% | 7 |
|
|
2015
Q2 | $8.62M | Buy |
287,465
+2,285
| +0.8% | +$69.7K | 4.09% | 6 |
|
|
2015
Q1 | $8.67M | Buy |
285,180
+15,325
| +6% | +$453K | 4.17% | 6 |
|
|
2014
Q4 | $7.86M | Buy |
+269,855
| New | +$7.58M | 4.33% | 6 |
|
Other funds holding IJH
Ironwood Financial's IJH Position: Q2 2026 in Review
Ironwood Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.4% in Q2 2026, buying an estimated $108K and bringing the position to 371,526 shares worth $28M. The position accounts for 4.38% of the portfolio, ranked #3.
Ironwood Financial first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Ironwood Financial held 371,526 shares of iShares Core S&P Mid-Cap ETF worth $28M as of Q2 2026.
- Ironwood Financial bought 1,470 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $108K.
- iShares Core S&P Mid-Cap ETF made up 4.38% of Ironwood Financial's portfolio in Q2 2026, its #3 holding.
- Ironwood Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.