Lindbrook Capital’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
2025
Q1
$7.92M Sell
135,738
-3,492
-3% -$217K 0.73% 23
2024
Q4
$8.68M Sell
139,230
-13,081
-9% -$839K 0.78% 22
2024
Q3
$9.49M Sell
152,311
-10,824
-7% -$653K 0.84% 18
2024
Q2
$9.55M Sell
163,135
-9,275
-5% -$545K 0.9% 18
2024
Q1
$10.5M Sell
172,410
-8,140
-5% -$461K 0.98% 17
2023
Q4
$10M Sell
180,550
-3,085
-2% -$156K 1% 16
2023
Q3
$9.16M Sell
183,635
-6,125
-3% -$321K 1.02% 13
2023
Q2
$9.92M Buy
189,760
+6,985
+4% +$347K 1.06% 13
2023
Q1
$9.14M Sell
182,775
-19,825
-10% -$1.01M 1.07% 13
2022
Q4
$9.8M Sell
202,600
-2,615
-1% -$126K 1.21% 11
2022
Q3
$9M Sell
205,215
-11,155
-5% -$539K 1.52% 11
2022
Q2
$9.79M Sell
216,370
-2,185
-1% -$108K 1.62% 10
2022
Q1
$11.7M Buy
218,555
+25,855
+13% +$1.38M 1.81% 9
2021
Q4
$10.9M Buy
+192,700
New +$10.7M 1.66% 9
2021
Q3
Sell
-750
Closed -$40K 1917
2021
Q2
$40K Buy
+750
New +$40.5K 0.01% 536

Other funds holding IJH

Lindbrook Capital's IJH Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q1 2025, selling an estimated $217K and leaving 135,738 shares worth $7.92M. The position accounts for 0.73% of the portfolio, ranked #23.

Lindbrook Capital first reported a position in IJH in Q2 2021 and has held it in 15 quarters since. The position peaked at $11.7M in Q1 2022. 2,421 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Lindbrook Capital held 135,738 shares of iShares Core S&P Mid-Cap ETF worth $7.92M as of Q1 2025.
  • Lindbrook Capital sold 3,492 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $217K.
  • iShares Core S&P Mid-Cap ETF made up 0.73% of Lindbrook Capital's portfolio in Q1 2025, its #23 holding.
  • Lindbrook Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 15 quarters since.
  • Lindbrook Capital's iShares Core S&P Mid-Cap ETF position peaked at $11.7M in Q1 2022.
  • 2,421 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.