Linscomb Wealth’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 | $92.2M | Sell |
1,365,948
-248,117
| -15% | -$17.2M | 4.1% | 5 |
|
|
2025
Q4 | $107M | Buy |
1,614,065
+23,797
| +1% | +$1.56M | 4.47% | 3 |
|
|
2025
Q3 | $104M | Buy |
1,590,268
+2,548
| +0.2% | +$164K | 4.47% | 3 |
|
|
2025
Q2 | $98.5M | Buy |
1,587,720
+26,933
| +2% | +$1.58M | 4.53% | 3 |
|
|
2025
Q1 | $91.1M | Sell |
1,560,787
-3,613
| -0.2% | -$224K | 4.54% | 3 |
|
|
2024
Q4 | $97.5M | Buy |
1,564,400
+10,049
| +0.6% | +$645K | 4.85% | 3 |
|
|
2024
Q3 | $96.9M | Sell |
1,554,351
-41,702
| -3% | -$2.51M | 4.8% | 3 |
|
|
2024
Q2 | $93.4M | Sell |
1,596,053
-20,233
| -1% | -$1.19M | 4.83% | 3 |
|
|
2024
Q1 | $98.2M | Sell |
1,616,286
-699
| -0% | -$39.6K | 5.05% | 3 |
|
|
2023
Q4 | $89.6M | Sell |
1,616,985
-76,420
| -5% | -$3.88M | 4.93% | 3 |
|
|
2023
Q3 | $84.5M | Sell |
1,693,405
-89,090
| -5% | -$4.67M | 4.94% | 3 |
|
|
2023
Q2 | $93.2M | Sell |
1,782,495
-81,130
| -4% | -$4.03M | 5.03% | 4 |
|
|
2023
Q1 | $93.2M | Sell |
1,863,625
-32,975
| -2% | -$1.68M | 4.89% | 4 |
|
|
2022
Q4 | $91.8M | Sell |
1,896,600
-3,615
| -0.2% | -$175K | 4.66% | 6 |
|
|
2022
Q3 | $83.3M | Sell |
1,900,215
-12,940
| -0.7% | -$626K | 5.06% | 4 |
|
|
2022
Q2 | $86.6M | Sell |
1,913,155
-53,840
| -3% | -$2.66M | 4.96% | 4 |
|
|
2022
Q1 | $106M | Buy |
1,966,995
+41,960
| +2% | +$2.23M | 5.04% | 4 |
|
|
2021
Q4 | $109M | Sell |
1,925,035
-25,535
| -1% | -$1.42M | 5.2% | 3 |
|
|
2021
Q3 | $103M | Sell |
1,950,570
-12,155
| -0.6% | -$654K | 5.29% | 3 |
|
|
2021
Q2 | $105M | Sell |
1,962,725
-18,875
| -1% | -$1.02M | 5.4% | 3 |
|
|
2021
Q1 | $103M | Sell |
1,981,600
-21,885
| -1% | -$1.09M | 5.61% | 3 |
|
|
2020
Q4 | $92.1M | Sell |
2,003,485
-60,580
| -3% | -$2.55M | 5.5% | 3 |
|
|
2020
Q3 | $76.5M | Buy |
2,064,065
+23,475
| +1% | +$878K | 5.27% | 3 |
|
|
2020
Q2 | $72.6M | Buy |
2,040,590
+176,925
| +9% | +$5.88M | 5.31% | 4 |
|
|
2020
Q1 | $53.6M | Sell |
1,863,665
-24,995
| -1% | -$929K | 4.74% | 4 |
|
|
2019
Q4 | $77.7M | Sell |
1,888,660
-6,700
| -0.4% | -$266K | 5.07% | 5 |
|
|
2019
Q3 | $73.2M | Buy |
1,895,360
+14,915
| +0.8% | +$573K | 5.89% | 5 |
|
|
2019
Q2 | $73.1M | Sell |
1,880,445
-4,140
| -0.2% | -$159K | 5.99% | 5 |
|
|
2019
Q1 | $71.4M | Sell |
1,884,585
-9,495
| -0.5% | -$351K | 6.01% | 5 |
|
|
2018
Q4 | $62.9M | Buy |
1,894,080
+48,430
| +3% | +$1.77M | 5.95% | 4 |
|
|
2018
Q3 | $74.3M | Sell |
1,845,650
-144,300
| -7% | -$5.8M | 6.1% | 4 |
|
|
2018
Q2 | $77.5M | Sell |
1,989,950
-35,555
| -2% | -$1.37M | 6.59% | 4 |
|
|
2018
Q1 | $76M | Sell |
2,025,505
-1,115
| -0.1% | -$42.7K | 6.46% | 4 |
|
|
2017
Q4 | $76.9M | Sell |
2,026,620
-212,610
| -9% | -$7.86M | 6.32% | 4 |
|
|
2017
Q3 | $80.1M | Sell |
2,239,230
-7,410
| -0.3% | -$258K | 6.88% | 4 |
|
|
2017
Q2 | $78.2M | Sell |
2,246,640
-29,015
| -1% | -$1M | 6.99% | 4 |
|
|
2017
Q1 | $77.9M | Buy |
2,275,655
+12,850
| +0.6% | +$437K | 7.06% | 4 |
|
|
2016
Q4 | $74.8M | Buy |
2,262,805
+755
| +0% | +$23.9K | 6.96% | 5 |
|
|
2016
Q3 | $70M | Buy |
2,262,050
+35,690
| +2% | +$1.1M | 6.8% | 5 |
|
|
2016
Q2 | $66.5M | Sell |
2,226,360
-43,830
| -2% | -$1.29M | 6.7% | 5 |
|
|
2016
Q1 | $65.5M | Buy |
2,270,190
+20,030
| +0.9% | +$535K | 7.09% | 5 |
|
|
2015
Q4 | $62.7M | Buy |
2,250,160
+25,170
| +1% | +$719K | 7.1% | 5 |
|
|
2015
Q3 | $60.8M | Buy |
2,224,990
+54,050
| +2% | +$1.57M | 7.15% | 4 |
|
|
2015
Q2 | $65.1M | Sell |
2,170,940
-50,015
| -2% | -$1.53M | 7.11% | 4 |
|
|
2015
Q1 | $67.5M | Sell |
2,220,955
-17,900
| -0.8% | -$530K | 7.24% | 3 |
|
|
2014
Q4 | $64.8M | Sell |
2,238,855
-99,075
| -4% | -$2.78M | 7.18% | 3 |
|
|
2014
Q3 | $63.9M | Sell |
2,337,930
-206,570
| -8% | -$5.82M | 7.06% | 3 |
|
|
2014
Q2 | $72.8M | Sell |
2,544,500
-56,275
| -2% | -$1.55M | 7.69% | 2 |
|
|
2014
Q1 | $71.5M | Buy |
2,600,775
+80,115
| +3% | +$2.16M | 7.89% | 2 |
|
|
2013
Q4 | $67.5M | Buy |
2,520,660
+80,925
| +3% | +$2.09M | 8.27% | 1 |
|
|
2013
Q3 | $60.6M | Buy |
2,439,735
+77,900
| +3% | +$1.9M | 7.95% | 1 |
|
|
2013
Q2 | $54.6M | Buy |
+2,361,835
| New | +$54.8M | 7.46% | 1 |
|
Other funds holding IJH
Linscomb Wealth's IJH Position: Q1 2026 in Review
Linscomb Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q1 2026, selling an estimated $17.2M and leaving 1,365,948 shares worth $92.2M. The position accounts for 4.1% of the portfolio, ranked #5.
Linscomb Wealth first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $109M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Linscomb Wealth held 1,365,948 shares of iShares Core S&P Mid-Cap ETF worth $92.2M as of Q1 2026.
- Linscomb Wealth sold 248,117 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $17.2M.
- iShares Core S&P Mid-Cap ETF made up 4.1% of Linscomb Wealth's portfolio in Q1 2026, its #5 holding.
- Linscomb Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Linscomb Wealth's iShares Core S&P Mid-Cap ETF position peaked at $109M in Q4 2021.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.