LPL Financial’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
Q2
$1.77B Sell
22,963,213
-106,164
-0.5% -$7.79M 0.4% 44
2026
Q1
$1.56B Sell
23,069,377
-6,054,433
-21% -$420M 0.41% 46
2025
Q4
$1.92B Buy
29,123,810
+1,406,203
+5% +$92.1M 0.52% 35
2025
Q3
$1.81B Buy
27,717,607
+1,758,095
+7% +$113M 0.53% 32
2025
Q2
$1.61B Buy
25,959,512
+867,800
+3% +$50.9M 0.54% 30
2025
Q1
$1.46B Sell
25,091,712
-17,458,599
-41% -$1.08B 0.57% 26
2024
Q4
$2.65B Buy
42,550,311
+1,373,396
+3% +$88.1M 1.08% 14
2024
Q3
$2.57B Buy
41,176,915
+1,114,290
+3% +$67.2M 1.14% 11
2024
Q2
$2.34B Buy
40,062,625
+1,523,264
+4% +$89.5M 1.17% 12
2024
Q1
$2.34B Sell
38,539,361
-1,399,184
-4% -$79.2M 1.26% 8
2023
Q4
$2.21B Sell
39,938,545
-150,390
-0.4% -$7.63M 1.34% 9
2023
Q3
$2B Buy
40,088,935
+2,673,245
+7% +$140M 1.4% 8
2023
Q2
$1.96B Buy
37,415,690
+584,700
+2% +$29.1M 1.4% 8
2023
Q1
$1.84B Buy
36,830,990
+28,860
+0.1% +$1.47M 1.43% 8
2022
Q4
$1.78B Sell
36,802,130
-317,430
-0.9% -$15.3M 1.52% 6
2022
Q3
$1.63B Buy
37,119,560
+4,937,835
+15% +$239M 1.57% 7
2022
Q2
$1.46B Buy
32,181,725
+318,135
+1% +$15.7M 1.38% 8
2022
Q1
$1.71B Buy
31,863,590
+1,032,700
+3% +$55M 1.47% 8
2021
Q4
$1.75B Buy
30,830,890
+1,052,520
+4% +$58.6M 1.47% 7
2021
Q3
$1.57B Buy
29,778,370
+1,802,455
+6% +$97M 1.47% 8
2021
Q2
$1.5B Buy
27,975,915
+544,550
+2% +$29.4M 1.52% 8
2021
Q1
$1.43B Buy
27,431,365
+1,303,155
+5% +$65.1M 1.64% 7
2020
Q4
$1.2B Buy
26,128,210
+1,392,200
+6% +$58.7M 1.56% 7
2020
Q3
$917M Sell
24,736,010
-338,040
-1% -$12.6M 1.43% 11
2020
Q2
$892M Sell
25,074,050
-1,073,055
-4% -$35.6M 1.55% 10
2020
Q1
$752M Sell
26,147,105
-1,134,465
-4% -$42.2M 1.62% 11
2019
Q4
$1.12B Buy
27,281,570
+834,540
+3% +$33.1M 2.04% 4
2019
Q3
$1.02B Sell
26,447,030
-4,326,850
-14% -$166M 2.08% 4
2019
Q2
$1.2B Buy
30,773,880
+1,211,765
+4% +$46.4M 2.55% 3
2019
Q1
$1.12B Sell
29,562,115
-972,315
-3% -$35.9M 2.54% 3
2018
Q4
$1.01B Sell
30,534,430
-1,062,345
-3% -$38.8M 2.7% 4
2018
Q3
$1.27B Buy
31,596,775
+2,701,090
+9% +$109M 3.05% 2
2018
Q2
$1.13B Buy
28,895,685
+1,868,120
+7% +$72.2M 2.96% 2
2018
Q1
$1.01B Buy
27,027,565
+3,481,495
+15% +$133M 2.79% 2
2017
Q4
$894M Buy
23,546,070
+2,722,825
+13% +$101M 2.72% 3
2017
Q3
$745M Buy
20,823,245
+2,393,020
+13% +$83.3M 2.63% 4
2017
Q2
$641M Buy
18,430,225
+18,211,840
+8,339% +$629M 2.43% 5
2017
Q1
$7.45M Buy
218,385
+19,825
+10% +$675K 0.05% 319
2016
Q4
$6.6M Sell
198,560
-4,140
-2% -$131K 0.05% 328
2016
Q3
$6.2M Sell
202,700
-14,005
-6% -$433K 0.06% 312
2016
Q2
$6.44M Sell
216,705
-14,202,940
-98% -$417M 0.05% 298
2016
Q1
$409M Sell
14,419,645
-126,630
-0.9% -$3.38M 1.14% 11
2015
Q4
$400M Buy
14,546,275
+7,525,120
+107% +$215M 1.11% 11
2015
Q3
$198M Buy
7,021,155
+55,695
+0.8% +$1.62M 1.09% 12
2015
Q2
$209M Buy
6,965,460
+274,040
+4% +$8.36M 1.06% 12
2015
Q1
$203M Buy
6,691,420
+526,155
+9% +$15.6M 1.04% 14
2014
Q4
$179M Buy
6,165,265
+459,130
+8% +$12.9M 0.98% 12
2014
Q3
$154M Sell
5,706,135
-393,740
-6% -$11.1M 0.92% 14
2014
Q2
$175M Sell
6,099,875
-247,605
-4% -$6.8M 1.02% 11
2014
Q1
$175M Buy
6,347,480
+32,770
+0.5% +$882K 1.07% 12
2013
Q4
$169M Sell
6,314,710
-330,185
-5% -$8.52M 1.06% 13
2013
Q3
$168M Buy
6,644,895
+487,965
+8% +$11.9M 1.12% 10
2013
Q2
$142M Buy
+6,156,930
New +$143M 1.02% 13

Other funds holding IJH

LPL Financial's IJH Position: Q2 2026 in Review

LPL Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.46% in Q2 2026, selling an estimated $7.79M and leaving 22,963,213 shares worth $1.77B. The position accounts for 0.4% of the portfolio, ranked #44.

LPL Financial first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.65B in Q4 2024. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • LPL Financial held 22,963,213 shares of iShares Core S&P Mid-Cap ETF worth $1.77B as of Q2 2026.
  • LPL Financial sold 106,164 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.79M.
  • iShares Core S&P Mid-Cap ETF made up 0.4% of LPL Financial's portfolio in Q2 2026, its #44 holding.
  • LPL Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's iShares Core S&P Mid-Cap ETF position peaked at $2.65B in Q4 2024.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.