M Holdings Securities’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 | $1.85M | Sell |
25,491
-9,824
| -28% | -$681K | 0.13% | 140 |
|
|
2025
Q4 | $2.33M | Buy |
+35,315
| New | +$2.31M | 0.17% | 109 |
|
|
2025
Q2 | – | Sell |
-29,193
| Closed | -$1.7M | – | 178 |
|
|
2025
Q1 | $1.7M | Buy |
29,193
+3,435
| +13% | +$213K | 0.28% | 66 |
|
|
2024
Q4 | $1.6M | Buy |
+25,758
| New | +$1.65M | 0.26% | 66 |
|
|
2024
Q2 | – | Sell |
-28,677
| Closed | -$1.74M | – | 325 |
|
|
2024
Q1 | $1.74M | Buy |
+28,677
| New | +$1.62M | 0.29% | 59 |
|
|
2023
Q4 | – | Sell |
-52,695
| Closed | -$2.63M | – | 190 |
|
|
2023
Q3 | $2.63M | Buy |
52,695
+48,695
| +1,217% | +$2.55M | 0.35% | 57 |
|
|
2023
Q2 | $209K | Sell |
4,000
-65,635
| -94% | -$3.26M | 0.04% | 187 |
|
|
2023
Q1 | $3.48M | Sell |
69,635
-12,140
| -15% | -$619K | 0.36% | 54 |
|
|
2022
Q4 | $3.96M | Buy |
81,775
+15,785
| +24% | +$763K | 0.42% | 50 |
|
|
2022
Q3 | $2.89M | Sell |
65,990
-1,735
| -3% | -$83.9K | 0.32% | 69 |
|
|
2022
Q2 | $3.06M | Sell |
67,725
-12,345
| -15% | -$609K | 0.31% | 72 |
|
|
2022
Q1 | $4.3M | Buy |
+80,070
| New | +$4.26M | 0.33% | 59 |
|
|
2021
Q2 | $4.43M | Buy |
82,425
+835
| +1% | +$45.1K | 0.43% | 58 |
|
|
2021
Q1 | $4.25M | Buy |
81,590
+4,665
| +6% | +$233K | 0.39% | 63 |
|
|
2020
Q4 | $3.54M | Buy |
76,925
+3,695
| +5% | +$156K | 0.45% | 62 |
|
|
2020
Q3 | $2.71M | Buy |
73,230
+4,325
| +6% | +$162K | 0.43% | 61 |
|
|
2020
Q2 | $2.45M | Sell |
68,905
-105,175
| -60% | -$3.49M | 0.44% | 64 |
|
|
2020
Q1 | $5.01M | Buy |
174,080
+118,805
| +215% | +$4.42M | 0.74% | 32 |
|
|
2019
Q4 | $2.27M | Sell |
55,275
-2,700
| -5% | -$107K | 0.66% | 45 |
|
|
2019
Q3 | $2.24M | Sell |
57,975
-1,445
| -2% | -$55.5K | 0.69% | 45 |
|
|
2019
Q2 | $2.31M | Buy |
59,420
+775
| +1% | +$29.7K | 0.78% | 36 |
|
|
2019
Q1 | $2.22M | Sell |
58,645
-270
| -0.5% | -$9.97K | 0.51% | 45 |
|
|
2018
Q4 | $1.96M | Buy |
58,915
+4,310
| +8% | +$157K | 0.61% | 39 |
|
|
2018
Q3 | $2.2M | Sell |
54,605
-43,945
| -45% | -$1.77M | 0.58% | 43 |
|
|
2018
Q2 | $3.84M | Buy |
98,550
+25,205
| +34% | +$974K | 1.06% | 12 |
|
|
2018
Q1 | $2.75M | Buy |
73,345
+21,155
| +41% | +$809K | 0.84% | 23 |
|
|
2017
Q4 | $1.98M | Buy |
52,190
+3,895
| +8% | +$144K | 0.6% | 41 |
|
|
2017
Q3 | $1.73M | Buy |
48,295
+1,215
| +3% | +$42.3K | 0.55% | 45 |
|
|
2017
Q2 | $1.64M | Sell |
47,080
-4,530
| -9% | -$156K | 0.56% | 41 |
|
|
2017
Q1 | $1.77M | Buy |
51,610
+4,800
| +10% | +$163K | 0.68% | 32 |
|
|
2016
Q4 | $1.55M | Buy |
46,810
+6,335
| +16% | +$201K | 0.54% | 38 |
|
|
2016
Q3 | $1.25M | Buy |
40,475
+30,240
| +295% | +$935K | 0.57% | 41 |
|
|
2016
Q2 | $306K | Buy |
+10,235
| New | +$300K | 0.16% | 166 |
|
|
2014
Q4 | – | Sell |
-5,025
| Closed | -$137K | – | 299 |
|
|
2014
Q3 | $137K | Buy |
+5,025
| New | +$142K | 0.08% | 229 |
|
Other funds holding IJH
M Holdings Securities's IJH Position: Q1 2026 in Review
M Holdings Securities reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 28% in Q1 2026, selling an estimated $681K and leaving 25,491 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #140.
M Holdings Securities first reported a position in IJH in Q3 2014 and has held it in 34 quarters since. The position peaked at $5.01M in Q1 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- M Holdings Securities held 25,491 shares of iShares Core S&P Mid-Cap ETF worth $1.85M as of Q1 2026.
- M Holdings Securities sold 9,824 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $681K.
- iShares Core S&P Mid-Cap ETF made up 0.13% of M Holdings Securities's portfolio in Q1 2026, its #140 holding.
- M Holdings Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 34 quarters since.
- M Holdings Securities's iShares Core S&P Mid-Cap ETF position peaked at $5.01M in Q1 2020.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.