Mascoma Wealth 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
Q2 | $10.9M | Buy |
141,435
+3,176
| +2% | +$233K | 2.02% | 13 |
|
|
2026
Q1 | $9.34M | Buy |
138,259
+3,531
| +3% | +$245K | 1.93% | 13 |
|
|
2025
Q4 | $8.89M | Buy |
134,728
+1,626
| +1% | +$107K | 1.91% | 12 |
|
|
2025
Q3 | $8.69M | Sell |
133,102
-1,979
| -1% | -$127K | 1.91% | 12 |
|
|
2025
Q2 | $8.38M | Buy |
135,081
+186
| +0.1% | +$10.9K | 1.95% | 12 |
|
|
2025
Q1 | $7.87M | Buy |
134,895
+14,362
| +12% | +$892K | 1.96% | 13 |
|
|
2024
Q4 | $7.51M | Sell |
120,533
-2,487
| -2% | -$160K | 1.89% | 14 |
|
|
2024
Q3 | $7.67M | Sell |
123,020
-7,004
| -5% | -$422K | 1.91% | 14 |
|
|
2024
Q2 | $7.61M | Buy |
130,024
+56
| +0% | +$3.29K | 2.02% | 12 |
|
|
2024
Q1 | $7.89M | Sell |
129,968
-1,867
| -1% | -$106K | 2.25% | 11 |
|
|
2023
Q4 | $7.31M | Buy |
131,835
+1,105
| +0.8% | +$56K | 2.2% | 10 |
|
|
2023
Q3 | $6.52M | Buy |
130,730
+1,805
| +1% | +$94.6K | 2.04% | 11 |
|
|
2023
Q2 | $6.9M | Sell |
128,925
-11,860
| -8% | -$589K | 2.11% | 11 |
|
|
2023
Q1 | $6.99M | Buy |
140,785
+10,810
| +8% | +$551K | 2.05% | 11 |
|
|
2022
Q4 | $6.29M | Buy |
129,975
+23,745
| +22% | +$1.15M | 2% | 12 |
|
|
2022
Q3 | $4.66M | Buy |
106,230
+3,885
| +4% | +$188K | 1.61% | 15 |
|
|
2022
Q2 | $4.63M | Buy |
102,345
+11,055
| +12% | +$546K | 1.58% | 15 |
|
|
2022
Q1 | $4.9M | Buy |
91,290
+11,120
| +14% | +$592K | 1.56% | 13 |
|
|
2021
Q4 | $4.54M | Buy |
80,170
+9,370
| +13% | +$522K | 1.57% | 15 |
|
|
2021
Q3 | $3.73M | Sell |
70,800
-535
| -0.7% | -$28.8K | 1.44% | 17 |
|
|
2021
Q2 | $3.83M | Buy |
71,335
+1,310
| +2% | +$70.7K | 1.64% | 16 |
|
|
2021
Q1 | $3.65M | Buy |
70,025
+20,755
| +42% | +$1.04M | 1.57% | 17 |
|
|
2020
Q4 | $2.27M | Buy |
+49,270
| New | +$2.08M | 1.13% | 21 |
|
|
2019
Q3 | $3.87M | Buy |
100,015
+480
| +0.5% | +$18.4K | 2.44% | 10 |
|
|
2019
Q2 | $3.87M | Buy |
99,535
+875
| +0.9% | +$33.5K | 2.42% | 9 |
|
|
2019
Q1 | $3.74M | Buy |
98,660
+2,810
| +3% | +$104K | 2.51% | 8 |
|
|
2018
Q4 | $3.18M | Sell |
95,850
-7,380
| -7% | -$269K | 2.43% | 9 |
|
|
2018
Q3 | $4.16M | Buy |
103,230
+4,010
| +4% | +$161K | 2.74% | 9 |
|
|
2018
Q2 | $3.87M | Buy |
99,220
+14,360
| +17% | +$555K | 2.72% | 9 |
|
|
2018
Q1 | $3.18M | Sell |
84,860
-15,255
| -15% | -$584K | 2.1% | 15 |
|
|
2017
Q4 | $3.83M | Sell |
100,115
-36,305
| -27% | -$1.34M | 2.36% | 13 |
|
|
2017
Q3 | $4.88M | Buy |
136,420
+4,140
| +3% | +$144K | 3.26% | 8 |
|
|
2017
Q2 | $4.6M | Buy |
132,280
+5,580
| +4% | +$193K | 3.1% | 9 |
|
|
2017
Q1 | $4.34M | Buy |
126,700
+33,095
| +35% | +$1.13M | 3.11% | 9 |
|
|
2016
Q4 | $3.1M | Buy |
+93,605
| New | +$2.97M | 2.28% | 11 |
|
Other funds holding IJH
Mascoma Wealth Management's IJH Position: Q2 2026 in Review
Mascoma Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, buying an estimated $233K and bringing the position to 141,435 shares worth $10.9M. The position accounts for 2.02% of the portfolio, ranked #13.
Mascoma Wealth Management first reported a position in IJH in Q4 2016 and has held it in 35 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Mascoma Wealth Management held 141,435 shares of iShares Core S&P Mid-Cap ETF worth $10.9M as of Q2 2026.
- Mascoma Wealth Management bought 3,176 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $233K.
- iShares Core S&P Mid-Cap ETF made up 2.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #13 holding.
- Mascoma Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.