Lutz Financial Services’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 | $108M | Buy |
1,598,474
+20,076
| +1% | +$1.39M | 7.25% | 3 |
|
|
2025
Q4 | $104M | Buy |
1,578,398
+89,867
| +6% | +$5.89M | 7.09% | 3 |
|
|
2025
Q3 | $97.1M | Buy |
1,488,531
+30,630
| +2% | +$1.97M | 7.03% | 3 |
|
|
2025
Q2 | $90.4M | Sell |
1,457,901
-651
| -0% | -$38.2K | 7.02% | 3 |
|
|
2025
Q1 | $85.1M | Buy |
1,458,552
+13,472
| +0.9% | +$837K | 6.97% | 3 |
|
|
2024
Q4 | $90M | Sell |
1,445,080
-2,681
| -0.2% | -$172K | 7.28% | 3 |
|
|
2024
Q3 | $90.2M | Buy |
1,447,761
+12,701
| +0.9% | +$766K | 7.32% | 3 |
|
|
2024
Q2 | $84M | Buy |
1,435,060
+8,565
| +0.6% | +$503K | 7.32% | 3 |
|
|
2024
Q1 | $86.6M | Buy |
1,426,495
+6,175
| +0.4% | +$350K | 7.57% | 3 |
|
|
2023
Q4 | $78.7M | Buy |
1,420,320
+49,400
| +4% | +$2.51M | 7.39% | 3 |
|
|
2023
Q3 | $68.4M | Buy |
1,370,920
+16,025
| +1% | +$840K | 7.45% | 4 |
|
|
2023
Q2 | $70.9M | Buy |
1,354,895
+55,550
| +4% | +$2.76M | 7.62% | 3 |
|
|
2023
Q1 | $65M | Buy |
1,299,345
+15,905
| +1% | +$810K | 7.42% | 3 |
|
|
2022
Q4 | $62.1M | Buy |
1,283,440
+35,225
| +3% | +$1.7M | 7.63% | 3 |
|
|
2022
Q3 | $54.7M | Buy |
1,248,215
+37,365
| +3% | +$1.81M | 7.48% | 3 |
|
|
2022
Q2 | $54.8M | Buy |
1,210,850
+20,355
| +2% | +$1M | 7.27% | 3 |
|
|
2022
Q1 | $63.9M | Buy |
1,190,495
+59,155
| +5% | +$3.15M | 7.88% | 3 |
|
|
2021
Q4 | $64.1M | Buy |
1,131,340
+7,030
| +0.6% | +$391K | 7.87% | 4 |
|
|
2021
Q3 | $59.2M | Buy |
1,124,310
+31,065
| +3% | +$1.67M | 7.68% | 4 |
|
|
2021
Q2 | $58.8M | Buy |
1,093,245
+31,695
| +3% | +$1.71M | 7.82% | 4 |
|
|
2021
Q1 | $55.3M | Sell |
1,061,550
-8,625
| -0.8% | -$431K | 8.18% | 4 |
|
|
2020
Q4 | $49.2M | Buy |
1,070,175
+21,810
| +2% | +$919K | 8.08% | 4 |
|
|
2020
Q3 | $38.9M | Buy |
1,048,365
+4,485
| +0.4% | +$168K | 7.49% | 4 |
|
|
2020
Q2 | $37.1M | Buy |
1,043,880
+192,470
| +23% | +$6.39M | 7.57% | 4 |
|
|
2020
Q1 | $24.5M | Sell |
851,410
-363,535
| -30% | -$13.5M | 5.44% | 6 |
|
|
2019
Q4 | $50M | Buy |
1,214,945
+39,855
| +3% | +$1.58M | 8.88% | 2 |
|
|
2019
Q3 | $45.4M | Buy |
1,175,090
+8,950
| +0.8% | +$344K | 8.7% | 2 |
|
|
2019
Q2 | $45.3M | Buy |
1,166,140
+39,450
| +4% | +$1.51M | 8.87% | 1 |
|
|
2019
Q1 | $42.7M | Buy |
1,126,690
+140,880
| +14% | +$5.2M | 8.7% | 2 |
|
|
2018
Q4 | $32.7M | Sell |
985,810
-28,795
| -3% | -$1.05M | 7.31% | 4 |
|
|
2018
Q3 | $40.8M | Buy |
1,014,605
+78,390
| +8% | +$3.15M | 9.02% | 2 |
|
|
2018
Q2 | $36.5M | Buy |
936,215
+21,830
| +2% | +$843K | 10.39% | 1 |
|
|
2018
Q1 | $34.3M | Buy |
914,385
+19,095
| +2% | +$730K | 10.12% | 1 |
|
|
2017
Q4 | $34M | Buy |
+895,290
| New | +$33.1M | 9.91% | 1 |
|
Other funds holding IJH
Lutz Financial Services's IJH Position: Q1 2026 in Review
Lutz Financial Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $1.39M and bringing the position to 1,598,474 shares worth $108M. The position accounts for 7.25% of the portfolio, ranked #3.
Lutz Financial Services first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Lutz Financial Services held 1,598,474 shares of iShares Core S&P Mid-Cap ETF worth $108M as of Q1 2026.
- Lutz Financial Services bought 20,076 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.39M.
- iShares Core S&P Mid-Cap ETF made up 7.25% of Lutz Financial Services's portfolio in Q1 2026, its #3 holding.
- Lutz Financial Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.