MAI Capital 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 | $370M | Buy |
5,482,046
+52,840
| +1% | +$3.67M | 2.09% | 5 |
|
|
2025
Q4 | $358M | Buy |
5,429,206
+114,027
| +2% | +$7.47M | 2.06% | 5 |
|
|
2025
Q3 | $347M | Buy |
5,315,179
+21,521
| +0.4% | +$1.38M | 2.16% | 5 |
|
|
2025
Q2 | $328M | Buy |
5,293,658
+411,109
| +8% | +$24.1M | 2.27% | 5 |
|
|
2025
Q1 | $285M | Buy |
4,882,549
+216,871
| +5% | +$13.5M | 2.15% | 5 |
|
|
2024
Q4 | $291M | Buy |
4,665,678
+508,278
| +12% | +$32.6M | 2.15% | 5 |
|
|
2024
Q3 | $259M | Buy |
4,157,400
+277,692
| +7% | +$16.7M | 2.47% | 5 |
|
|
2024
Q2 | $227M | Buy |
3,879,708
+245,249
| +7% | +$14.4M | 2.22% | 5 |
|
|
2024
Q1 | $221M | Buy |
3,634,459
+365,259
| +11% | +$20.7M | 2.29% | 5 |
|
|
2023
Q4 | $181M | Buy |
3,269,200
+202,290
| +7% | +$10.3M | 2.38% | 5 |
|
|
2023
Q3 | $153M | Buy |
3,066,910
+205,820
| +7% | +$10.8M | 2.27% | 5 |
|
|
2023
Q2 | $150M | Buy |
2,861,090
+254,445
| +10% | +$12.6M | 2.2% | 5 |
|
|
2023
Q1 | $130M | Buy |
2,606,645
+169,625
| +7% | +$8.64M | 2.05% | 5 |
|
|
2022
Q4 | $118M | Buy |
2,437,020
+310,435
| +15% | +$15M | 1.98% | 5 |
|
|
2022
Q3 | $93.3M | Buy |
2,126,585
+175,595
| +9% | +$8.49M | 1.75% | 6 |
|
|
2022
Q2 | $88.3M | Buy |
1,950,990
+104,520
| +6% | +$5.16M | 1.69% | 6 |
|
|
2022
Q1 | $99.1M | Buy |
1,846,470
+131,560
| +8% | +$7M | 1.67% | 7 |
|
|
2021
Q4 | $97.1M | Buy |
1,714,910
+77,080
| +5% | +$4.29M | 1.56% | 10 |
|
|
2021
Q3 | $86.2M | Buy |
1,637,830
+97,620
| +6% | +$5.25M | 1.66% | 10 |
|
|
2021
Q2 | $82.8M | Buy |
1,540,210
+99,005
| +7% | +$5.35M | 1.64% | 10 |
|
|
2021
Q1 | $75M | Buy |
1,441,205
+90,265
| +7% | +$4.51M | 1.68% | 9 |
|
|
2020
Q4 | $62.1M | Buy |
1,350,940
+120,795
| +10% | +$5.09M | 1.55% | 10 |
|
|
2020
Q3 | $45.6M | Buy |
1,230,145
+34,895
| +3% | +$1.3M | 1.32% | 13 |
|
|
2020
Q2 | $42.5M | Sell |
1,195,250
-219,760
| -16% | -$7.3M | 1.33% | 14 |
|
|
2020
Q1 | $40.7M | Sell |
1,415,010
-119,455
| -8% | -$4.44M | 1.66% | 12 |
|
|
2019
Q4 | $63.2M | Buy |
1,534,465
+60,100
| +4% | +$2.38M | 2.05% | 7 |
|
|
2019
Q3 | $57M | Buy |
1,474,365
+83,760
| +6% | +$3.22M | 2.54% | 4 |
|
|
2019
Q2 | $54M | Buy |
1,390,605
+48,940
| +4% | +$1.88M | 2.44% | 4 |
|
|
2019
Q1 | $50.8M | Buy |
1,341,665
+111,870
| +9% | +$4.13M | 2.6% | 4 |
|
|
2018
Q4 | $40.8M | Sell |
1,229,795
-108,565
| -8% | -$3.96M | 2.38% | 4 |
|
|
2018
Q3 | $53.9M | Buy |
1,338,360
+37,750
| +3% | +$1.52M | 2.75% | 4 |
|
|
2018
Q2 | $50.7M | Buy |
1,300,610
+81,155
| +7% | +$3.13M | 2.73% | 4 |
|
|
2018
Q1 | $45.7M | Buy |
1,219,455
+65,275
| +6% | +$2.5M | 2.6% | 4 |
|
|
2017
Q4 | $43.8M | Buy |
1,154,180
+64,955
| +6% | +$2.4M | 2.49% | 4 |
|
|
2017
Q3 | $39M | Buy |
1,089,225
+54,110
| +5% | +$1.88M | 2.37% | 4 |
|
|
2017
Q2 | $36M | Buy |
1,035,115
+148,270
| +17% | +$5.12M | 2.32% | 4 |
|
|
2017
Q1 | $30.4M | Buy |
886,845
+153,375
| +21% | +$5.22M | 2.04% | 4 |
|
|
2016
Q4 | $24.3M | Buy |
733,470
+52,010
| +8% | +$1.65M | 1.76% | 4 |
|
|
2016
Q3 | $21.1M | Buy |
681,460
+23,500
| +4% | +$726K | 1.59% | 7 |
|
|
2016
Q2 | $19.7M | Buy |
657,960
+32,995
| +5% | +$968K | 1.52% | 7 |
|
|
2016
Q1 | $18M | Sell |
624,965
-1,880
| -0.3% | -$50.2K | 1.38% | 10 |
|
|
2015
Q4 | $17.5M | Buy |
626,845
+87,335
| +16% | +$2.5M | 1.33% | 13 |
|
|
2015
Q3 | $14.7M | Buy |
539,510
+246,035
| +84% | +$7.15M | 1.12% | 17 |
|
|
2015
Q2 | $8.8M | Buy |
293,475
+73,875
| +34% | +$2.25M | 0.58% | 59 |
|
|
2015
Q1 | $6.67M | Buy |
219,600
+70,760
| +48% | +$2.09M | 0.45% | 72 |
|
|
2014
Q4 | $4.31M | Buy |
+148,840
| New | +$4.18M | 0.3% | 88 |
|
Other funds holding IJH
MAI Capital Management's IJH Position: Q1 2026 in Review
MAI Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.97% in Q1 2026, buying an estimated $3.67M and bringing the position to 5,482,046 shares worth $370M. The position accounts for 2.09% of the portfolio, ranked #5.
MAI Capital Management first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- MAI Capital Management held 5,482,046 shares of iShares Core S&P Mid-Cap ETF worth $370M as of Q1 2026.
- MAI Capital Management bought 52,840 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.67M.
- iShares Core S&P Mid-Cap ETF made up 2.09% of MAI Capital Management's portfolio in Q1 2026, its #5 holding.
- MAI Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.