Mather Group’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 | $4.94M | Sell |
73,199
-491
| -0.7% | -$34.1K | 0.05% | 134 |
|
|
2025
Q4 | $4.86M | Buy |
73,690
+2,267
| +3% | +$149K | 0.05% | 124 |
|
|
2025
Q3 | $4.66M | Buy |
71,423
+192
| +0.3% | +$12.3K | 0.05% | 129 |
|
|
2025
Q2 | $4.42M | Sell |
71,231
-5,168
| -7% | -$303K | 0.05% | 125 |
|
|
2025
Q1 | $4.46M | Sell |
76,399
-26,646
| -26% | -$1.65M | 0.05% | 122 |
|
|
2024
Q4 | $6.42M | Sell |
103,045
-5,984
| -5% | -$384K | 0.08% | 99 |
|
|
2024
Q3 | $6.79M | Sell |
109,029
-4,853
| -4% | -$293K | 0.09% | 97 |
|
|
2024
Q2 | $6.92M | Buy |
113,882
+91,989
| +420% | +$5.4M | 0.09% | 103 |
|
|
2024
Q1 | $6.07M | Sell |
21,893
-88,157
| -80% | -$4.99M | 0.1% | 82 |
|
|
2023
Q4 | $6.1M | Sell |
110,050
-3,600
| -3% | -$183K | 0.1% | 85 |
|
|
2023
Q3 | $5.67M | Sell |
113,650
-6,230
| -5% | -$326K | 0.1% | 80 |
|
|
2023
Q2 | $6.27M | Sell |
119,880
-3,745
| -3% | -$186K | 0.1% | 86 |
|
|
2023
Q1 | $6.19M | Sell |
123,625
-4,310
| -3% | -$220K | 0.11% | 75 |
|
|
2022
Q4 | $6.19M | Buy |
127,935
+725
| +0.6% | +$35K | 0.12% | 74 |
|
|
2022
Q3 | $5.58M | Sell |
127,210
-15,115
| -11% | -$731K | 0.12% | 77 |
|
|
2022
Q2 | $6.44M | Buy |
142,325
+4,375
| +3% | +$216K | 0.15% | 70 |
|
|
2022
Q1 | $7.4M | Buy |
137,950
+7,255
| +6% | +$386K | 0.15% | 62 |
|
|
2021
Q4 | $7.4M | Buy |
130,695
+14,880
| +13% | +$828K | 0.14% | 59 |
|
|
2021
Q3 | $6.09M | Sell |
115,815
-32,885
| -22% | -$1.77M | 0.15% | 56 |
|
|
2021
Q2 | $7.99M | Sell |
148,700
-15,580
| -9% | -$841K | 0.2% | 47 |
|
|
2021
Q1 | $8.55M | Sell |
164,280
-1,615
| -1% | -$80.7K | 0.24% | 44 |
|
|
2020
Q4 | $7.63M | Buy |
165,895
+1,560
| +0.9% | +$65.7K | 0.25% | 39 |
|
|
2020
Q3 | $6.09M | Buy |
+164,335
| New | +$6.14M | 0.24% | 39 |
|
|
2020
Q2 | – | Sell |
-7,765
| Closed | -$223K | – | 216 |
|
|
2020
Q1 | $223K | Buy |
7,765
+445
| +6% | +$16.5K | 0.02% | 128 |
|
|
2019
Q4 | $301K | Buy |
7,320
+840
| +13% | +$33.3K | 0.02% | 129 |
|
|
2019
Q3 | $250K | Buy |
6,480
+1,295
| +25% | +$49.8K | 0.02% | 68 |
|
|
2019
Q2 | $201K | Buy |
+5,185
| New | +$199K | 0.02% | 66 |
|
|
2018
Q2 | – | Sell |
-11,095
| Closed | -$416K | – | 52 |
|
|
2018
Q1 | $416K | Buy |
+11,095
| New | +$424K | 0.04% | 33 |
|
|
2017
Q4 | – | Sell |
-7,325
| Closed | -$262K | – | 38 |
|
|
2017
Q3 | $262K | Sell |
7,325
-1,029,305
| -99% | -$35.9M | 0.03% | 37 |
|
|
2017
Q2 | $36.1M | Sell |
1,036,630
-12,715
| -1% | -$439K | 4.79% | 10 |
|
|
2017
Q1 | $35.9M | Buy |
1,049,345
+102,215
| +11% | +$3.48M | 5.44% | 9 |
|
|
2016
Q4 | $31.3M | Sell |
947,130
-69,190
| -7% | -$2.19M | 5.51% | 10 |
|
|
2016
Q3 | $31.4M | Buy |
1,016,320
+41,250
| +4% | +$1.27M | 5.9% | 9 |
|
|
2016
Q2 | $29.1M | Buy |
975,070
+49,990
| +5% | +$1.47M | 5.92% | 9 |
|
|
2016
Q1 | $26.7M | Buy |
925,080
+73,670
| +9% | +$1.97M | 5.67% | 8 |
|
|
2015
Q4 | $23.7M | Buy |
851,410
+25,395
| +3% | +$726K | 5.5% | 9 |
|
|
2015
Q3 | $22.6M | Buy |
826,015
+104,950
| +15% | +$3.05M | 5.95% | 6 |
|
|
2015
Q2 | $21.9M | Hold |
721,065
| – | – | 5.77% | 6 |
|
|
2015
Q1 | $21.9M | Buy |
721,065
+42,595
| +6% | +$1.26M | 5.77% | 6 |
|
|
2014
Q4 | $19.6M | Buy |
678,470
+37,935
| +6% | +$1.07M | 5.66% | 7 |
|
|
2014
Q3 | $17.5M | Buy |
640,535
+39,370
| +7% | +$1.11M | 5.39% | 8 |
|
|
2014
Q2 | $17.2M | Buy |
601,165
+60,345
| +11% | +$1.66M | 5.58% | 7 |
|
|
2014
Q1 | $14.9M | Sell |
540,820
-4,125
| -0.8% | -$111K | 5.45% | 7 |
|
|
2013
Q4 | $14.6M | Buy |
544,945
+2,450
| +0.5% | +$63.2K | 5.55% | 7 |
|
|
2013
Q3 | $13.5M | Buy |
542,495
+16,135
| +3% | +$394K | 5.59% | 8 |
|
|
2013
Q2 | $12.2M | Buy |
+526,360
| New | +$12.2M | 5.25% | 8 |
|
Other funds holding IJH
Mather Group's IJH Position: Q1 2026 in Review
Mather Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.67% in Q1 2026, selling an estimated $34.1K and leaving 73,199 shares worth $4.94M. The position accounts for 0.05% of the portfolio, ranked #134.
Mather Group first reported a position in IJH in Q2 2013 and has held it in 46 quarters since. The position peaked at $36.1M in Q2 2017. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Mather Group held 73,199 shares of iShares Core S&P Mid-Cap ETF worth $4.94M as of Q1 2026.
- Mather Group sold 491 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.1K.
- iShares Core S&P Mid-Cap ETF made up 0.05% of Mather Group's portfolio in Q1 2026, its #134 holding.
- Mather Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 46 quarters since.
- Mather Group's iShares Core S&P Mid-Cap ETF position peaked at $36.1M in Q2 2017.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.