J.P. Marvel Investment 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
Q2 | $514K | Buy |
6,670
+375
| +6% | +$27.5K | 0.06% | 56 |
|
|
2026
Q1 | $425K | Hold |
6,295
| – | – | 0.06% | 57 |
|
|
2025
Q4 | $415K | Hold |
6,295
| – | – | 0.06% | 57 |
|
|
2025
Q3 | $411K | Hold |
6,295
| – | – | 0.06% | 58 |
|
|
2025
Q2 | $390K | Hold |
6,295
| – | – | 0.06% | 60 |
|
|
2025
Q1 | $367K | Hold |
6,295
| – | – | 0.06% | 62 |
|
|
2024
Q4 | $392K | Hold |
6,295
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $392K | Hold |
6,295
| – | – | 0.06% | 71 |
|
|
2024
Q2 | $368K | Hold |
6,295
| – | – | 0.06% | 70 |
|
|
2024
Q1 | $382K | Hold |
6,295
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $349K | Hold |
6,295
| – | – | 0.07% | 66 |
|
|
2023
Q3 | $314K | Hold |
6,295
| – | – | 0.07% | 67 |
|
|
2023
Q2 | $329K | Hold |
6,295
| – | – | 0.07% | 68 |
|
|
2023
Q1 | $315K | Hold |
6,295
| – | – | 0.07% | 69 |
|
|
2022
Q4 | $305K | Hold |
6,295
| – | – | 0.07% | 67 |
|
|
2022
Q3 | $276K | Hold |
6,295
| – | – | 0.07% | 67 |
|
|
2022
Q2 | $285K | Sell |
6,295
-885
| -12% | -$43.7K | 0.07% | 66 |
|
|
2022
Q1 | $385K | Hold |
7,180
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $407K | Hold |
7,180
| – | – | 0.08% | 63 |
|
|
2021
Q3 | $378K | Hold |
7,180
| – | – | 0.11% | 50 |
|
|
2021
Q2 | $386K | Hold |
7,180
| – | – | 0.08% | 66 |
|
|
2021
Q1 | $374K | Hold |
7,180
| – | – | 0.09% | 65 |
|
|
2020
Q4 | $330K | Hold |
7,180
| – | – | 0.09% | 64 |
|
|
2020
Q3 | $266K | Hold |
7,180
| – | – | 0.08% | 66 |
|
|
2020
Q2 | $255K | Hold |
7,180
| – | – | 0.08% | 63 |
|
|
2020
Q1 | $207K | Hold |
7,180
| – | – | 0.08% | 64 |
|
|
2019
Q4 | $296K | Hold |
7,180
| – | – | 0.09% | 66 |
|
|
2019
Q3 | $277K | Buy |
+7,180
| New | +$276K | 0.09% | 72 |
|
|
2019
Q1 | $272K | Hold |
7,180
| – | – | 0.09% | 70 |
|
|
2018
Q4 | $238K | Buy |
+7,180
| New | +$262K | 0.09% | 70 |
|
|
2018
Q2 | $280K | Hold |
7,180
| – | – | 0.09% | 75 |
|
|
2018
Q1 | $269K | Hold |
7,180
| – | – | 0.08% | 74 |
|
|
2017
Q4 | $273K | Hold |
7,180
| – | – | 0.08% | 76 |
|
|
2017
Q3 | $257K | Hold |
7,180
| – | – | 0.08% | 78 |
|
|
2017
Q2 | $250K | Hold |
7,180
| – | – | 0.08% | 79 |
|
|
2017
Q1 | $246K | Hold |
7,180
| – | – | 0.08% | 79 |
|
|
2016
Q4 | $237K | Hold |
7,180
| – | – | 0.08% | 77 |
|
|
2016
Q3 | $222K | Hold |
7,180
| – | – | 0.08% | 78 |
|
|
2016
Q2 | $215K | Hold |
7,180
| – | – | 0.08% | 75 |
|
|
2016
Q1 | $207K | Hold |
7,180
| – | – | 0.07% | 80 |
|
|
2015
Q4 | $200K | Buy |
+7,180
| New | +$205K | 0.07% | 81 |
|
Other funds holding IJH
J.P. Marvel Investment Advisors's IJH Position: Q2 2026 in Review
J.P. Marvel Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6% in Q2 2026, buying an estimated $27.5K and bringing the position to 6,670 shares worth $514K. The position accounts for 0.06% of the portfolio, ranked #56.
J.P. Marvel Investment Advisors first reported a position in IJH in Q4 2015 and has held it in 41 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- J.P. Marvel Investment Advisors held 6,670 shares of iShares Core S&P Mid-Cap ETF worth $514K as of Q2 2026.
- J.P. Marvel Investment Advisors bought 375 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $27.5K.
- iShares Core S&P Mid-Cap ETF made up 0.06% of J.P. Marvel Investment Advisors's portfolio in Q2 2026, its #56 holding.
- J.P. Marvel Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 41 quarters since.
- 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on J.P. Marvel Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.