Lee Financial’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 | $94.5M | Buy |
1,399,885
+4,456
| +0.3% | +$309K | 13.34% | 2 |
|
|
2025
Q4 | $92.1M | Buy |
1,395,429
+31,075
| +2% | +$2.04M | 12.43% | 2 |
|
|
2025
Q3 | $89M | Buy |
1,364,354
+66,216
| +5% | +$4.26M | 11.17% | 2 |
|
|
2025
Q2 | $80.5M | Buy |
1,298,138
+23,366
| +2% | +$1.37M | 11.55% | 2 |
|
|
2025
Q1 | $74.4M | Sell |
1,274,772
-11,277
| -0.9% | -$700K | 11.36% | 2 |
|
|
2024
Q4 | $80.1M | Buy |
1,286,049
+2,787
| +0.2% | +$179K | 11.25% | 2 |
|
|
2024
Q3 | $80M | Buy |
1,283,262
+64,152
| +5% | +$3.87M | 11.36% | 2 |
|
|
2024
Q2 | $71.3M | Buy |
1,219,110
+9,603
| +0.8% | +$564K | 11.63% | 2 |
|
|
2024
Q1 | $73.5M | Buy |
1,209,507
+24,032
| +2% | +$1.36M | 12.25% | 2 |
|
|
2023
Q4 | $65.7M | Sell |
1,185,475
-35,950
| -3% | -$1.82M | 11.53% | 2 |
|
|
2023
Q3 | $61.1M | Sell |
1,221,425
-68,305
| -5% | -$3.58M | 11.38% | 2 |
|
|
2023
Q2 | $67.4M | Buy |
1,289,730
+30,315
| +2% | +$1.51M | 11.81% | 2 |
|
|
2023
Q1 | $63M | Buy |
1,259,415
+7,230
| +0.6% | +$368K | 10.81% | 2 |
|
|
2022
Q4 | $60.6M | Buy |
1,252,185
+24,720
| +2% | +$1.19M | 10.34% | 2 |
|
|
2022
Q3 | $53.8M | Buy |
1,227,465
+41,545
| +4% | +$2.01M | 10.07% | 2 |
|
|
2022
Q2 | $53.7M | Buy |
1,185,920
+13,610
| +1% | +$672K | 9.84% | 2 |
|
|
2022
Q1 | $62.9M | Buy |
1,172,310
+3,320
| +0.3% | +$177K | 11.26% | 1 |
|
|
2021
Q4 | $66.2M | Buy |
1,168,990
+7,475
| +0.6% | +$416K | 12.43% | 1 |
|
|
2021
Q3 | $61.1M | Buy |
1,161,515
+480
| +0% | +$25.8K | 12.64% | 1 |
|
|
2021
Q2 | $62.4M | Sell |
1,161,035
-11,235
| -1% | -$607K | 13.23% | 1 |
|
|
2021
Q1 | $61M | Sell |
1,172,270
-44,550
| -4% | -$2.22M | 14.47% | 1 |
|
|
2020
Q4 | $55.9M | Sell |
1,216,820
-29,460
| -2% | -$1.24M | 14.51% | 1 |
|
|
2020
Q3 | $46.2M | Sell |
1,246,280
-214,800
| -15% | -$8.03M | 12.91% | 1 |
|
|
2020
Q2 | $52M | Sell |
1,461,080
-366,810
| -20% | -$12.2M | 14.42% | 1 |
|
|
2020
Q1 | $52.6M | Buy |
1,827,890
+17,325
| +1% | +$644K | 17.45% | 1 |
|
|
2019
Q4 | $74.5M | Sell |
1,810,565
-24,810
| -1% | -$983K | 16.1% | 1 |
|
|
2019
Q3 | $70.9M | Sell |
1,835,375
-39,615
| -2% | -$1.52M | 15.96% | 1 |
|
|
2019
Q2 | $72.8M | Buy |
1,874,990
+61,055
| +3% | +$2.34M | 16.45% | 1 |
|
|
2019
Q1 | $68.7M | Buy |
1,813,935
+197,315
| +12% | +$7.29M | 16.08% | 1 |
|
|
2018
Q4 | $53.7M | Buy |
1,616,620
+13,330
| +0.8% | +$486K | 14.39% | 1 |
|
|
2018
Q3 | $64.5M | Sell |
1,603,290
-2,845
| -0.2% | -$114K | 15.87% | 1 |
|
|
2018
Q2 | $62.6M | Buy |
1,606,135
+1,290
| +0.1% | +$49.8K | 14.75% | 1 |
|
|
2018
Q1 | $60.2M | Buy |
1,604,845
+26,655
| +2% | +$1.02M | 15.28% | 1 |
|
|
2017
Q4 | $59.9M | Sell |
1,578,190
-795
| -0.1% | -$29.4K | 17.4% | 1 |
|
|
2017
Q3 | $56.5M | Buy |
1,578,985
+162,005
| +11% | +$5.64M | 18.23% | 1 |
|
|
2017
Q2 | $49.3M | Buy |
1,416,980
+12,695
| +0.9% | +$438K | 18.14% | 1 |
|
|
2017
Q1 | $48.1M | Buy |
1,404,285
+121,110
| +9% | +$4.12M | 19.17% | 1 |
|
|
2016
Q4 | $42.4M | Buy |
+1,283,175
| New | +$40.7M | 23.75% | 1 |
|
Other funds holding IJH
Lee Financial's IJH Position: Q1 2026 in Review
Lee Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.32% in Q1 2026, buying an estimated $309K and bringing the position to 1,399,885 shares worth $94.5M. The position accounts for 13.34% of the portfolio, ranked #2.
Lee Financial first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Lee Financial held 1,399,885 shares of iShares Core S&P Mid-Cap ETF worth $94.5M as of Q1 2026.
- Lee Financial bought 4,456 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $309K.
- iShares Core S&P Mid-Cap ETF made up 13.34% of Lee Financial's portfolio in Q1 2026, its #2 holding.
- Lee Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.