Lodestar Private Asset Management’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
$17.7M Sell
262,612
-1,285
-0.5% -$89.1K 1.75% 17
2025
Q4
$17.4M Buy
263,897
+2,026
+0.8% +$133K 1.75% 17
2025
Q3
$17.1M Buy
261,871
+2,109
+0.8% +$136K 1.78% 15
2025
Q2
$16.1M Sell
259,762
-671
-0.3% -$39.4K 1.86% 14
2025
Q1
$15.2M Buy
260,433
+7,521
+3% +$467K 1.91% 13
2024
Q4
$15.8M Sell
252,912
-199
-0.1% -$12.8K 1.97% 13
2024
Q3
$15.8M Sell
253,111
-6,872
-3% -$414K 2.01% 12
2024
Q2
$15.2M Buy
259,983
+1,398
+0.5% +$82.1K 2.09% 11
2024
Q1
$15.7M Buy
258,585
+525
+0.2% +$29.7K 2.24% 9
2023
Q4
$14.3M Buy
258,060
+8,795
+4% +$446K 2.19% 9
2023
Q3
$12.4M Buy
249,265
+2,850
+1% +$149K 2.13% 9
2023
Q2
$12.9M Buy
246,415
+355
+0.1% +$17.6K 2.16% 12
2023
Q1
$12.3M Sell
246,060
-4,055
-2% -$207K 2.2% 11
2022
Q4
$12.1M Buy
+250,115
New +$12.1M 2.32% 9

Other funds holding IJH

Lodestar Private Asset Management's IJH Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.49% in Q1 2026, selling an estimated $89.1K and leaving 262,612 shares worth $17.7M. The position accounts for 1.75% of the portfolio, ranked #17.

Lodestar Private Asset Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Lodestar Private Asset Management held 262,612 shares of iShares Core S&P Mid-Cap ETF worth $17.7M as of Q1 2026.
  • Lodestar Private Asset Management sold 1,285 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $89.1K.
  • iShares Core S&P Mid-Cap ETF made up 1.75% of Lodestar Private Asset Management's portfolio in Q1 2026, its #17 holding.
  • Lodestar Private Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.