LM 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
$9.46K Buy
638
+14
+2% +$971 0.15% 103
2025
Q4
$9.46K Sell
624
-8,831
-93% -$578K 0.17% 93
2025
Q3
$617K Hold
9,455
0.09% 120
2025
Q2
$586K Sell
9,455
-750
-7% -$44K 0.08% 117
2025
Q1
$595K Buy
10,205
+750
+8% +$46.6K 0.11% 141
2024
Q4
$589K Sell
9,455
-2,845
-23% -$182K 0.11% 125
2024
Q3
$767K Hold
12,300
0.16% 93
2024
Q2
$720K Sell
12,300
-750
-6% -$44.1K ﹤0.01% 112
2024
Q1
$793K Sell
13,050
-4,250
-25% -$241K 0.13% 111
2023
Q4
$959K Buy
+17,300
New +$877K 0.19% 80

Other funds holding IJH

LM Advisors's IJH Position: Q1 2026 in Review

LM Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q1 2026, buying an estimated $971 and bringing the position to 638 shares worth $9.46K. The position accounts for 0.15% of the portfolio, ranked #103.

LM Advisors first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $959K in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • LM Advisors held 638 shares of iShares Core S&P Mid-Cap ETF worth $9.46K as of Q1 2026.
  • LM Advisors bought 14 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $971.
  • iShares Core S&P Mid-Cap ETF made up 0.15% of LM Advisors's portfolio in Q1 2026, its #103 holding.
  • LM Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • LM Advisors's iShares Core S&P Mid-Cap ETF position peaked at $959K in Q4 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.