Keel Point’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 | $3.27M | Buy |
48,402
+5,289
| +12% | +$367K | 0.22% | 72 |
|
|
2025
Q4 | $2.85M | Sell |
43,113
-314
| -0.7% | -$20.6K | 0.17% | 88 |
|
|
2025
Q3 | $2.83M | Sell |
43,427
-10,397
| -19% | -$668K | 0.17% | 89 |
|
|
2025
Q2 | $3.34M | Sell |
53,824
-11,814
| -18% | -$694K | 0.22% | 81 |
|
|
2025
Q1 | $3.83M | Buy |
65,638
+2,048
| +3% | +$127K | 0.3% | 66 |
|
|
2024
Q4 | $3.96M | Buy |
63,590
+10,985
| +21% | +$705K | 0.32% | 60 |
|
|
2024
Q3 | $3.28M | Buy |
52,605
+1,071
| +2% | +$64.6K | 0.27% | 69 |
|
|
2024
Q2 | $3.05M | Buy |
51,534
+10,349
| +25% | +$608K | 0.28% | 66 |
|
|
2024
Q1 | $2.5M | Hold |
41,185
| – | – | 0.26% | 68 |
|
|
2023
Q4 | $2.28M | Sell |
41,185
-18,560
| -31% | -$941K | 0.27% | 72 |
|
|
2023
Q3 | $2.98M | Buy |
59,745
+17,360
| +41% | +$910K | 0.41% | 53 |
|
|
2023
Q2 | $2.22M | Buy |
42,385
+600
| +1% | +$29.8K | 0.3% | 65 |
|
|
2023
Q1 | $2.09M | Sell |
41,785
-505
| -1% | -$25.7K | 0.3% | 66 |
|
|
2022
Q4 | $2.05M | Buy |
42,290
+37,000
| +699% | +$1.79M | 0.32% | 68 |
|
|
2022
Q3 | $232K | Buy |
5,290
+360
| +7% | +$17.4K | 0.04% | 220 |
|
|
2022
Q2 | $252K | Sell |
4,930
-210
| -4% | -$10.4K | 0.04% | 220 |
|
|
2022
Q1 | $276K | Sell |
5,140
-85
| -2% | -$4.53K | 0.04% | 213 |
|
|
2021
Q4 | $296K | Buy |
5,225
+505
| +11% | +$28.1K | 0.03% | 213 |
|
|
2021
Q3 | $248K | Hold |
4,720
| – | – | 0.03% | 225 |
|
|
2021
Q2 | $254K | Buy |
4,720
+660
| +16% | +$35.6K | 0.03% | 222 |
|
|
2021
Q1 | $211K | Buy |
+4,060
| New | +$203K | 0.02% | 258 |
|
|
2020
Q3 | – | Sell |
-15,865
| Closed | -$564K | – | 228 |
|
|
2020
Q2 | $564K | Buy |
15,865
+5,505
| +53% | +$183K | 0.06% | 115 |
|
|
2020
Q1 | $298K | Buy |
10,360
+50
| +0.5% | +$1.86K | 0.04% | 141 |
|
|
2019
Q4 | $424K | Buy |
10,310
+35
| +0.3% | +$1.39K | 0.05% | 127 |
|
|
2019
Q3 | $397K | Sell |
10,275
-2,200
| -18% | -$84.5K | 0.05% | 132 |
|
|
2019
Q2 | $485K | Buy |
12,475
+605
| +5% | +$23.2K | 0.06% | 125 |
|
|
2019
Q1 | $450K | Sell |
11,870
-18,200
| -61% | -$672K | 0.05% | 132 |
|
|
2018
Q4 | $999K | Buy |
30,070
+18,325
| +156% | +$669K | 0.14% | 62 |
|
|
2018
Q3 | $473K | Buy |
11,745
+4,630
| +65% | +$186K | 0.06% | 105 |
|
|
2018
Q2 | $277K | Buy |
+7,115
| New | +$275K | 0.04% | 136 |
|
|
2017
Q1 | – | Sell |
-7,135
| Closed | -$236K | – | 160 |
|
|
2016
Q4 | $236K | Buy |
7,135
+275
| +4% | +$8.72K | 0.05% | 136 |
|
|
2016
Q3 | $212K | Sell |
6,860
-285
| -4% | -$8.81K | 0.08% | 122 |
|
|
2016
Q2 | $213K | Buy |
+7,145
| New | +$210K | 0.09% | 123 |
|
Other funds holding IJH
Keel Point's IJH Position: Q1 2026 in Review
Keel Point increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, buying an estimated $367K and bringing the position to 48,402 shares worth $3.27M. The position accounts for 0.22% of the portfolio, ranked #72.
Keel Point first reported a position in IJH in Q2 2016 and has held it in 33 quarters since. The position peaked at $3.96M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Keel Point held 48,402 shares of iShares Core S&P Mid-Cap ETF worth $3.27M as of Q1 2026.
- Keel Point bought 5,289 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $367K.
- iShares Core S&P Mid-Cap ETF made up 0.22% of Keel Point's portfolio in Q1 2026, its #72 holding.
- Keel Point first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2016 and has held it in 33 quarters since.
- Keel Point's iShares Core S&P Mid-Cap ETF position peaked at $3.96M in Q4 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.