Kovack 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 | $1.3M | Buy |
16,917
+3,264
| +24% | +$239K | 0.06% | 311 |
|
|
2026
Q1 | $928K | Sell |
13,653
-92
| -0.7% | -$6.38K | 0.05% | 389 |
|
|
2025
Q4 | $907K | Buy |
13,745
+6,099
| +80% | +$400K | 0.04% | 412 |
|
|
2025
Q3 | $499K | Sell |
7,646
-357
| -4% | -$22.9K | 0.05% | 327 |
|
|
2025
Q2 | $496K | Sell |
8,003
-871
| -10% | -$51.1K | 0.05% | 332 |
|
|
2025
Q1 | $518K | Buy |
8,874
+2,015
| +29% | +$125K | 0.05% | 292 |
|
|
2024
Q4 | $427K | Buy |
6,859
+2,625
| +62% | +$168K | 0.04% | 348 |
|
|
2024
Q3 | $264K | Buy |
+4,234
| New | +$255K | 0.03% | 470 |
|
|
2023
Q1 | – | Sell |
-4,690
| Closed | -$227K | – | 637 |
|
|
2022
Q4 | $227K | Sell |
4,690
-850
| -15% | -$41.1K | 0.03% | 486 |
|
|
2022
Q3 | $243K | Sell |
5,540
-780
| -12% | -$37.7K | 0.04% | 471 |
|
|
2022
Q2 | $286K | Sell |
6,320
-200
| -3% | -$9.87K | 0.04% | 462 |
|
|
2022
Q1 | $349K | Buy |
6,520
+105
| +2% | +$5.59K | 0.04% | 484 |
|
|
2021
Q4 | $363K | Sell |
6,415
-35,610
| -85% | -$1.98M | 0.04% | 469 |
|
|
2021
Q3 | $2.21M | Sell |
42,025
-5
| -0% | -$269 | 0.24% | 106 |
|
|
2021
Q2 | $2.26M | Sell |
42,030
-150
| -0.4% | -$8.1K | 0.26% | 99 |
|
|
2021
Q1 | $2.2M | Buy |
42,180
+2,250
| +6% | +$112K | 0.29% | 92 |
|
|
2020
Q4 | $1.83M | Sell |
39,930
-300
| -0.7% | -$12.6K | 0.26% | 102 |
|
|
2020
Q3 | $1.49M | Buy |
40,230
+2,825
| +8% | +$106K | 0.27% | 96 |
|
|
2020
Q2 | $1.33M | Buy |
37,405
+26,360
| +239% | +$875K | 0.26% | 98 |
|
|
2020
Q1 | $318K | Sell |
11,045
-14,420
| -57% | -$536K | 0.07% | 275 |
|
|
2019
Q4 | $1.05M | Sell |
25,465
-745
| -3% | -$29.5K | 0.19% | 137 |
|
|
2019
Q3 | $1.01M | Sell |
26,210
-6,965
| -21% | -$268K | 0.21% | 124 |
|
|
2019
Q2 | $1.29M | Buy |
33,175
+7,005
| +27% | +$268K | 0.29% | 83 |
|
|
2019
Q1 | $991K | Buy |
26,170
+7,030
| +37% | +$260K | 0.25% | 104 |
|
|
2018
Q4 | $636K | Buy |
19,140
+3,580
| +23% | +$131K | 0.19% | 132 |
|
|
2018
Q3 | $627K | Buy |
15,560
+705
| +5% | +$28.3K | 0.16% | 157 |
|
|
2018
Q2 | $579K | Sell |
14,855
-2,130
| -13% | -$82.3K | 0.16% | 155 |
|
|
2018
Q1 | $637K | Buy |
16,985
+80
| +0.5% | +$3.06K | 0.16% | 152 |
|
|
2017
Q4 | $642K | Buy |
16,905
+3,960
| +31% | +$146K | 0.16% | 157 |
|
|
2017
Q3 | $463K | Sell |
12,945
-1,300
| -9% | -$45.3K | 0.15% | 158 |
|
|
2017
Q2 | $496K | Buy |
14,245
+5,105
| +56% | +$176K | 0.16% | 161 |
|
|
2017
Q1 | $313K | Buy |
+9,140
| New | +$311K | 0.12% | 186 |
|
|
2014
Q4 | – | Sell |
-9,270
| Closed | -$254K | – | 174 |
|
|
2014
Q3 | $254K | Buy |
9,270
+190
| +2% | +$5.35K | 0.37% | 66 |
|
|
2014
Q2 | $260K | Buy |
+9,080
| New | +$249K | 0.38% | 60 |
|
|
2013
Q3 | – | Sell |
-12,805
| Closed | -$296K | – | 75 |
|
|
2013
Q2 | $296K | Buy |
+12,805
| New | +$297K | 1.74% | 21 |
|
Other funds holding IJH
Kovack Advisors's IJH Position: Q2 2026 in Review
Kovack Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q2 2026, buying an estimated $239K and bringing the position to 16,917 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #311.
Kovack Advisors first reported a position in IJH in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.26M in Q2 2021. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Kovack Advisors held 16,917 shares of iShares Core S&P Mid-Cap ETF worth $1.3M as of Q2 2026.
- Kovack Advisors bought 3,264 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $239K.
- iShares Core S&P Mid-Cap ETF made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #311 holding.
- Kovack Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 35 quarters since.
- Kovack Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.26M in Q2 2021.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.