Jones Financial Companies’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 | $549M | Buy |
8,269,770
+1,442,304
| +21% | +$100M | 0.26% | 43 |
|
|
2025
Q4 | $451M | Buy |
6,827,466
+681,477
| +11% | +$44.6M | 0.27% | 38 |
|
|
2025
Q3 | $401M | Buy |
6,145,989
+671,191
| +12% | +$43.1M | 0.27% | 37 |
|
|
2025
Q2 | $340M | Buy |
5,474,798
+949,720
| +21% | +$55.8M | 0.26% | 42 |
|
|
2025
Q1 | $264M | Buy |
4,525,078
+926,999
| +26% | +$57.6M | 0.24% | 42 |
|
|
2024
Q4 | $224M | Buy |
3,598,079
+512,027
| +17% | +$32.8M | 0.21% | 46 |
|
|
2024
Q3 | $192M | Buy |
3,086,052
+530,234
| +21% | +$32M | 0.2% | 44 |
|
|
2024
Q2 | $150M | Buy |
2,555,818
+372,574
| +17% | +$21.9M | 0.17% | 43 |
|
|
2024
Q1 | $133M | Buy |
2,183,244
+65,889
| +3% | +$3.73M | 0.18% | 40 |
|
|
2023
Q4 | $117M | Buy |
2,117,355
+28,410
| +1% | +$1.44M | 0.18% | 39 |
|
|
2023
Q3 | $104M | Sell |
2,088,945
-6,225
| -0.3% | -$326K | 0.17% | 38 |
|
|
2023
Q2 | $110M | Sell |
2,095,170
-12,775
| -0.6% | -$635K | 0.17% | 38 |
|
|
2023
Q1 | $105M | Sell |
2,107,945
-18,840
| -0.9% | -$960K | 0.17% | 38 |
|
|
2022
Q4 | $103M | Buy |
2,126,785
+34,090
| +2% | +$1.65M | 0.18% | 38 |
|
|
2022
Q3 | $91.8M | Sell |
2,092,695
-6,325
| -0.3% | -$306K | 0.17% | 38 |
|
|
2022
Q2 | $95.9M | Sell |
2,099,020
-45,015
| -2% | -$2.22M | 0.16% | 36 |
|
|
2022
Q1 | $115M | Buy |
2,144,035
+23,910
| +1% | +$1.27M | 0.17% | 38 |
|
|
2021
Q4 | $120M | Buy |
2,120,125
+11,315
| +0.5% | +$630K | 0.17% | 37 |
|
|
2021
Q3 | $112M | Buy |
2,108,810
+17,640
| +0.8% | +$949K | 0.17% | 37 |
|
|
2021
Q2 | $113M | Sell |
2,091,170
-100,075
| -5% | -$5.4M | 0.17% | 37 |
|
|
2021
Q1 | $114M | Sell |
2,191,245
-94,960
| -4% | -$4.74M | 0.19% | 37 |
|
|
2020
Q4 | $105M | Sell |
2,286,205
-36,525
| -2% | -$1.54M | 0.19% | 37 |
|
|
2020
Q3 | $85.4M | Sell |
2,322,730
-125,555
| -5% | -$4.69M | 0.18% | 37 |
|
|
2020
Q2 | $85.9M | Sell |
2,448,285
-37,800
| -2% | -$1.26M | 0.19% | 37 |
|
|
2020
Q1 | $71.1M | Buy |
2,486,085
+99,830
| +4% | +$3.71M | 0.17% | 37 |
|
|
2019
Q4 | $98.2M | Buy |
2,386,255
+92,525
| +4% | +$3.67M | 0.2% | 35 |
|
|
2019
Q3 | $88.5M | Buy |
2,293,730
+32,780
| +1% | +$1.26M | 0.2% | 36 |
|
|
2019
Q2 | $87.8M | Buy |
2,260,950
+42,170
| +2% | +$1.62M | 0.2% | 36 |
|
|
2019
Q1 | $84M | Buy |
2,218,780
+43,750
| +2% | +$1.62M | 0.19% | 36 |
|
|
2018
Q4 | $72M | Buy |
2,175,030
+504,685
| +30% | +$18.4M | 0.18% | 37 |
|
|
2018
Q3 | $67.2M | Buy |
1,670,345
+26,075
| +2% | +$1.05M | 0.15% | 37 |
|
|
2018
Q2 | $64M | Buy |
1,644,270
+92,035
| +6% | +$3.56M | 0.15% | 41 |
|
|
2018
Q1 | $58.2M | Buy |
1,552,235
+81,415
| +6% | +$3.11M | 0.14% | 40 |
|
|
2017
Q4 | $55.8M | Buy |
1,470,820
+78,360
| +6% | +$2.9M | 0.14% | 40 |
|
|
2017
Q3 | $49.8M | Buy |
1,392,460
+77,725
| +6% | +$2.71M | 0.14% | 40 |
|
|
2017
Q2 | $45.7M | Buy |
1,314,735
+39,100
| +3% | +$1.35M | 0.14% | 40 |
|
|
2017
Q1 | $43.7M | Buy |
1,275,635
+40,000
| +3% | +$1.36M | 0.14% | 39 |
|
|
2016
Q4 | $40.9M | Sell |
1,235,635
-51,130
| -4% | -$1.62M | 0.15% | 38 |
|
|
2016
Q3 | $39.8M | Buy |
1,286,765
+54,565
| +4% | +$1.69M | 0.16% | 35 |
|
|
2016
Q2 | $36.8M | Buy |
1,232,200
+95,620
| +8% | +$2.8M | 0.16% | 31 |
|
|
2016
Q1 | $32.8M | Buy |
1,136,580
+17,235
| +2% | +$460K | 0.19% | 24 |
|
|
2015
Q4 | $31.2M | Buy |
1,119,345
+115,825
| +12% | +$3.31M | 0.19% | 24 |
|
|
2015
Q3 | $27.4M | Sell |
1,003,520
-91,835
| -8% | -$2.67M | 0.18% | 22 |
|
|
2015
Q2 | $32.9M | Buy |
1,095,355
+38,585
| +4% | +$1.18M | 0.21% | 21 |
|
|
2015
Q1 | $32.1M | Buy |
1,056,770
+259,210
| +33% | +$7.67M | 0.21% | 21 |
|
|
2014
Q4 | $23.1M | Sell |
797,560
-1,340
| -0.2% | -$37.7K | 0.16% | 22 |
|
|
2014
Q3 | $21.8M | Buy |
798,900
+22,490
| +3% | +$634K | 0.16% | 22 |
|
|
2014
Q2 | $22.2M | Buy |
776,410
+20,790
| +3% | +$571K | 0.17% | 22 |
|
|
2014
Q1 | $20.8M | Buy |
755,620
+48,975
| +7% | +$1.32M | 0.17% | 22 |
|
|
2013
Q4 | $18.9M | Buy |
706,645
+33,755
| +5% | +$871K | 0.17% | 22 |
|
|
2013
Q3 | $16.7M | Buy |
672,890
+50,570
| +8% | +$1.23M | 0.16% | 23 |
|
|
2013
Q2 | $14.4M | Buy |
+622,320
| New | +$14.4M | 0.15% | 23 |
|
Other funds holding IJH
Jones Financial Companies's IJH Position: Q1 2026 in Review
Jones Financial Companies increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q1 2026, buying an estimated $100M and bringing the position to 8,269,770 shares worth $549M. The position accounts for 0.26% of the portfolio, ranked #43.
Jones Financial Companies first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Jones Financial Companies held 8,269,770 shares of iShares Core S&P Mid-Cap ETF worth $549M as of Q1 2026.
- Jones Financial Companies bought 1,442,304 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $100M.
- iShares Core S&P Mid-Cap ETF made up 0.26% of Jones Financial Companies's portfolio in Q1 2026, its #43 holding.
- Jones Financial Companies first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.