JMG Financial Group’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 | $1.2M | Buy |
17,785
+294
| +2% | +$20.4K | 0.03% | 72 |
|
|
2025
Q4 | $1.15M | Buy |
17,491
+2,701
| +18% | +$177K | 0.03% | 71 |
|
|
2025
Q3 | $965K | Sell |
14,790
-828
| -5% | -$53.2K | 0.03% | 73 |
|
|
2025
Q2 | $969K | Hold |
15,618
| – | – | 0.03% | 72 |
|
|
2025
Q1 | $911K | Sell |
15,618
-1,650
| -10% | -$102K | 0.03% | 68 |
|
|
2024
Q4 | $1.08M | Buy |
17,268
+2,926
| +20% | +$188K | 0.04% | 68 |
|
|
2024
Q3 | $894K | Buy |
14,342
+4,885
| +52% | +$295K | 0.03% | 72 |
|
|
2024
Q2 | $553K | Buy |
9,457
+502
| +6% | +$29.5K | 0.02% | 81 |
|
|
2024
Q1 | $544K | Buy |
8,955
+30
| +0.3% | +$1.7K | 0.02% | 83 |
|
|
2023
Q4 | $495K | Buy |
8,925
+1,650
| +23% | +$83.7K | 0.02% | 87 |
|
|
2023
Q3 | $363K | Sell |
7,275
-75
| -1% | -$3.93K | 0.02% | 88 |
|
|
2023
Q2 | $384K | Buy |
7,350
+160
| +2% | +$7.95K | 0.02% | 88 |
|
|
2023
Q1 | $360K | Hold |
7,190
| – | – | 0.02% | 88 |
|
|
2022
Q4 | $348K | Hold |
7,190
| – | – | 0.02% | 84 |
|
|
2022
Q3 | $315K | Sell |
7,190
-2,325
| -24% | -$112K | 0.02% | 82 |
|
|
2022
Q2 | $431K | Sell |
9,515
-63,795
| -87% | -$3.15M | 0.03% | 72 |
|
|
2022
Q1 | $3.93M | Buy |
73,310
+59,500
| +431% | +$3.17M | 0.2% | 32 |
|
|
2021
Q4 | $782K | Hold |
13,810
| – | – | 0.04% | 56 |
|
|
2021
Q3 | $727K | Hold |
13,810
| – | – | 0.04% | 56 |
|
|
2021
Q2 | $742K | Buy |
13,810
+2,600
| +23% | +$140K | 0.04% | 57 |
|
|
2021
Q1 | $584K | Hold |
11,210
| – | – | 0.04% | 53 |
|
|
2020
Q4 | $515K | Buy |
11,210
+1,090
| +11% | +$45.9K | 0.04% | 54 |
|
|
2020
Q3 | $375K | Sell |
10,120
-600
| -6% | -$22.4K | 0.03% | 57 |
|
|
2020
Q2 | $381K | Hold |
10,720
| – | – | 0.03% | 59 |
|
|
2020
Q1 | $308K | Sell |
10,720
-4,350
| -29% | -$162K | 0.03% | 61 |
|
|
2019
Q4 | $620K | Buy |
15,070
+3,065
| +26% | +$121K | 0.06% | 53 |
|
|
2019
Q3 | $464K | Buy |
12,005
+1,405
| +13% | +$54K | 0.05% | 56 |
|
|
2019
Q2 | $412K | Hold |
10,600
| – | – | 0.04% | 57 |
|
|
2019
Q1 | $402K | Sell |
10,600
-125
| -1% | -$4.62K | 0.05% | 57 |
|
|
2018
Q4 | $356K | Buy |
+10,725
| New | +$391K | 0.04% | 57 |
|
|
2017
Q4 | – | Sell |
-6,350
| Closed | -$227K | – | 64 |
|
|
2017
Q3 | $227K | Hold |
6,350
| – | – | 0.03% | 52 |
|
|
2017
Q2 | $221K | Hold |
6,350
| – | – | 0.03% | 53 |
|
|
2017
Q1 | $217K | Hold |
6,350
| – | – | 0.03% | 54 |
|
|
2016
Q4 | $210K | Buy |
+6,350
| New | +$201K | 0.03% | 53 |
|
|
2015
Q2 | – | Sell |
-6,645
| Closed | -$202K | – | 58 |
|
|
2015
Q1 | $202K | Buy |
+6,645
| New | +$197K | 0.05% | 56 |
|
|
2014
Q3 | – | Sell |
-7,035
| Closed | -$201K | – | 56 |
|
|
2014
Q2 | $201K | Sell |
7,035
-445
| -6% | -$12.2K | 0.06% | 54 |
|
|
2014
Q1 | $206K | Buy |
+7,480
| New | +$201K | 0.06% | 53 |
|
Other funds holding IJH
JMG Financial Group's IJH Position: Q1 2026 in Review
JMG Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q1 2026, buying an estimated $20.4K and bringing the position to 17,785 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #72.
JMG Financial Group first reported a position in IJH in Q1 2014 and has held it in 37 quarters since. The position peaked at $3.93M in Q1 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- JMG Financial Group held 17,785 shares of iShares Core S&P Mid-Cap ETF worth $1.2M as of Q1 2026.
- JMG Financial Group bought 294 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.4K.
- iShares Core S&P Mid-Cap ETF made up 0.03% of JMG Financial Group's portfolio in Q1 2026, its #72 holding.
- JMG Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 37 quarters since.
- JMG Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $3.93M in Q1 2022.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.