Lido 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
Q1 | $49.6M | Sell |
733,999
-188,126
| -20% | -$13.1M | 0.15% | 93 |
|
|
2025
Q4 | $60.6M | Sell |
922,125
-5,063
| -0.5% | -$332K | 0.18% | 77 |
|
|
2025
Q3 | $60.5M | Buy |
927,188
+498,116
| +116% | +$32M | 0.19% | 72 |
|
|
2025
Q2 | $26.6M | Buy |
429,072
+35,974
| +9% | +$2.11M | 0.1% | 125 |
|
|
2025
Q1 | $22.9M | Sell |
393,098
-12,283
| -3% | -$763K | 0.1% | 125 |
|
|
2024
Q4 | $25.3M | Buy |
405,381
+251,613
| +164% | +$16.1M | 0.12% | 108 |
|
|
2024
Q3 | $9.58M | Buy |
153,768
+946
| +0.6% | +$57K | 0.05% | 209 |
|
|
2024
Q2 | $8.94M | Buy |
152,822
+17,660
| +13% | +$1.04M | 0.05% | 197 |
|
|
2024
Q1 | $8.21M | Buy |
135,162
+4,647
| +4% | +$263K | 0.05% | 205 |
|
|
2023
Q4 | $7.23M | Sell |
130,515
-9,130
| -7% | -$463K | 0.05% | 210 |
|
|
2023
Q3 | $6.96M | Sell |
139,645
-520
| -0.4% | -$27.3K | 0.05% | 182 |
|
|
2023
Q2 | $7.33M | Buy |
140,165
+49,855
| +55% | +$2.48M | 0.05% | 177 |
|
|
2023
Q1 | $4.52M | Buy |
90,310
+22,365
| +33% | +$1.14M | 0.04% | 221 |
|
|
2022
Q4 | $3.29M | Buy |
67,945
+2,640
| +4% | +$128K | 0.04% | 214 |
|
|
2022
Q3 | $2.86M | Sell |
65,305
-5,885
| -8% | -$285K | 0.04% | 204 |
|
|
2022
Q2 | $3.22M | Buy |
71,190
+14,505
| +26% | +$716K | 0.04% | 170 |
|
|
2022
Q1 | $3.04M | Buy |
56,685
+2,085
| +4% | +$111K | 0.03% | 208 |
|
|
2021
Q4 | $3.09M | Buy |
54,600
+3,130
| +6% | +$174K | 0.03% | 208 |
|
|
2021
Q3 | $2.71M | Buy |
51,470
+18,045
| +54% | +$971K | 0.04% | 228 |
|
|
2021
Q2 | $1.8M | Buy |
33,425
+3,520
| +12% | +$190K | 0.03% | 277 |
|
|
2021
Q1 | $1.56M | Sell |
29,905
-1,090
| -4% | -$54.4K | 0.03% | 265 |
|
|
2020
Q4 | $1.42M | Sell |
30,995
-400
| -1% | -$16.9K | 0.03% | 260 |
|
|
2020
Q3 | $1.16M | Sell |
31,395
-1,435
| -4% | -$53.6K | 0.03% | 236 |
|
|
2020
Q2 | $1.17M | Buy |
32,830
+1,595
| +5% | +$53K | 0.04% | 220 |
|
|
2020
Q1 | $899K | Buy |
31,235
+3,760
| +14% | +$140K | 0.04% | 244 |
|
|
2019
Q4 | $1.13M | Buy |
27,475
+3,480
| +15% | +$138K | 0.05% | 245 |
|
|
2019
Q3 | $927K | Buy |
23,995
+520
| +2% | +$20K | 0.05% | 231 |
|
|
2019
Q2 | $912K | Buy |
23,475
+1,550
| +7% | +$59.4K | 0.05% | 206 |
|
|
2019
Q1 | $830K | Buy |
21,925
+1,590
| +8% | +$58.7K | 0.05% | 209 |
|
|
2018
Q4 | $675K | Sell |
20,335
-1,100
| -5% | -$40.1K | 0.07% | 183 |
|
|
2018
Q3 | $866K | Buy |
21,435
+1,100
| +5% | +$44.2K | 0.08% | 145 |
|
|
2018
Q2 | $792K | Sell |
20,335
-140
| -0.7% | -$5.41K | 0.09% | 138 |
|
|
2018
Q1 | $768K | Buy |
20,475
+2,540
| +14% | +$97.2K | 0.11% | 128 |
|
|
2017
Q4 | $680K | Hold |
17,935
| – | – | 0.1% | 116 |
|
|
2017
Q3 | $656K | Buy |
+17,935
| New | +$625K | 0.1% | 114 |
|
|
2017
Q1 | – | Sell |
-9,005
| Closed | -$298K | – | 258 |
|
|
2016
Q4 | $298K | Buy |
+9,005
| New | +$286K | 0.07% | 132 |
|
Other funds holding IJH
Lido Advisors's IJH Position: Q1 2026 in Review
Lido Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 20% in Q1 2026, selling an estimated $13.1M and leaving 733,999 shares worth $49.6M. The position accounts for 0.15% of the portfolio, ranked #93.
Lido Advisors first reported a position in IJH in Q4 2016 and has held it in 36 quarters since. The position peaked at $60.6M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Lido Advisors held 733,999 shares of iShares Core S&P Mid-Cap ETF worth $49.6M as of Q1 2026.
- Lido Advisors sold 188,126 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $13.1M.
- iShares Core S&P Mid-Cap ETF made up 0.15% of Lido Advisors's portfolio in Q1 2026, its #93 holding.
- Lido Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- Lido Advisors's iShares Core S&P Mid-Cap ETF position peaked at $60.6M in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.