Modera 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
Q1 | $52.1M | Sell |
771,306
-26,934
| -3% | -$1.87M | 0.62% | 42 |
|
|
2025
Q4 | $52.7M | Sell |
798,240
-22,438
| -3% | -$1.47M | 0.61% | 42 |
|
|
2025
Q3 | $53.6M | Sell |
820,678
-15,036
| -2% | -$966K | 0.62% | 41 |
|
|
2025
Q2 | $51.8M | Sell |
835,714
-14,019
| -2% | -$823K | 0.64% | 42 |
|
|
2025
Q1 | $49.6M | Sell |
849,733
-30,343
| -3% | -$1.88M | 0.67% | 39 |
|
|
2024
Q4 | $54.8M | Buy |
880,076
+48,834
| +6% | +$3.13M | 0.66% | 35 |
|
|
2024
Q3 | $51.8M | Sell |
831,242
-17,618
| -2% | -$1.06M | 0.66% | 35 |
|
|
2024
Q2 | $49.7M | Sell |
848,860
-16,953
| -2% | -$996K | 0.73% | 34 |
|
|
2024
Q1 | $52.6M | Sell |
865,813
-16,202
| -2% | -$917K | 0.8% | 31 |
|
|
2023
Q4 | $48.9M | Sell |
882,015
-15,955
| -2% | -$809K | 0.81% | 32 |
|
|
2023
Q3 | $44.8M | Sell |
897,970
-10,520
| -1% | -$551K | 0.84% | 29 |
|
|
2023
Q2 | $47.5M | Buy |
908,490
+343,955
| +61% | +$17.1M | 0.86% | 26 |
|
|
2023
Q1 | $28.2M | Buy |
564,535
+4,565
| +0.8% | +$233K | 1.1% | 28 |
|
|
2022
Q4 | $27.1M | Sell |
559,970
-24,310
| -4% | -$1.17M | 1.1% | 28 |
|
|
2022
Q3 | $25.6M | Sell |
584,280
-30,685
| -5% | -$1.48M | 1.3% | 25 |
|
|
2022
Q2 | $27.8M | Sell |
614,965
-91,055
| -13% | -$4.49M | 1.33% | 22 |
|
|
2022
Q1 | $37.9M | Sell |
706,020
-193,990
| -22% | -$10.3M | 1.68% | 17 |
|
|
2021
Q4 | $51M | Sell |
900,010
-27,525
| -3% | -$1.53M | 1.95% | 14 |
|
|
2021
Q3 | $48.8M | Buy |
927,535
+2,440
| +0.3% | +$131K | 2.51% | 14 |
|
|
2021
Q2 | $49.7M | Sell |
925,095
-2,305
| -0.2% | -$124K | 2.68% | 12 |
|
|
2021
Q1 | $48.3M | Sell |
927,400
-36,585
| -4% | -$1.83M | 3.14% | 10 |
|
|
2020
Q4 | $44.3M | Sell |
963,985
-29,730
| -3% | -$1.25M | 3.51% | 10 |
|
|
2020
Q3 | $36.8M | Sell |
993,715
-48,400
| -5% | -$1.81M | 5.46% | 5 |
|
|
2020
Q2 | $37.1M | Sell |
1,042,115
-59,790
| -5% | -$1.99M | 5.92% | 5 |
|
|
2020
Q1 | $31.7M | Sell |
1,101,905
-18,120
| -2% | -$674K | 6.65% | 4 |
|
|
2019
Q4 | $46.1M | Sell |
1,120,025
-27,710
| -2% | -$1.1M | 7.21% | 4 |
|
|
2019
Q3 | $44.4M | Buy |
1,147,735
+10,910
| +1% | +$419K | 7.37% | 4 |
|
|
2019
Q2 | $44.2M | Sell |
1,136,825
-7,785
| -0.7% | -$298K | 8.06% | 3 |
|
|
2019
Q1 | $43.4M | Buy |
1,144,610
+34,325
| +3% | +$1.27M | 8.12% | 3 |
|
|
2018
Q4 | $36.9M | Buy |
1,110,285
+4,110
| +0.4% | +$150K | 7.27% | 3 |
|
|
2018
Q3 | $44.5M | Sell |
1,106,175
-745
| -0.1% | -$29.9K | 9.02% | 3 |
|
|
2018
Q2 | $43.1M | Sell |
1,106,920
-50,940
| -4% | -$1.97M | 9.09% | 3 |
|
|
2018
Q1 | $43.4M | Buy |
1,157,860
+10,375
| +0.9% | +$397K | 9.01% | 3 |
|
|
2017
Q4 | $43.6M | Sell |
1,147,485
-14,140
| -1% | -$523K | 9.39% | 4 |
|
|
2017
Q3 | $41.6M | Buy |
1,161,625
+2,160
| +0.2% | +$75.2K | 9.36% | 4 |
|
|
2017
Q2 | $40.3M | Buy |
1,159,465
+6,695
| +0.6% | +$231K | 9.8% | 3 |
|
|
2017
Q1 | $39.5M | Sell |
1,152,770
-52,615
| -4% | -$1.79M | 9.89% | 3 |
|
|
2016
Q4 | $39.9M | Sell |
1,205,385
-15,540
| -1% | -$493K | 13.46% | 2 |
|
|
2016
Q3 | $37.8M | Sell |
1,220,925
-22,235
| -2% | -$687K | 12.67% | 2 |
|
|
2016
Q2 | $37.1M | Buy |
1,243,160
+400
| +0% | +$11.7K | 12.98% | 2 |
|
|
2016
Q1 | $35.8M | Buy |
1,242,760
+12,130
| +1% | +$324K | 12.52% | 3 |
|
|
2015
Q4 | $34.3M | Sell |
1,230,630
-19,775
| -2% | -$565K | 13.55% | 2 |
|
|
2015
Q3 | $34.2M | Sell |
1,250,405
-23,070
| -2% | -$671K | 14.24% | 2 |
|
|
2015
Q2 | $38.2M | Sell |
1,273,475
-18,710
| -1% | -$571K | 15.06% | 1 |
|
|
2015
Q1 | $39.3M | Sell |
1,292,185
-49,575
| -4% | -$1.47M | 15.32% | 1 |
|
|
2014
Q4 | $38.9M | Sell |
1,341,760
-32,305
| -2% | -$908K | 15.08% | 1 |
|
|
2014
Q3 | $37.6M | Sell |
1,374,065
-4,940
| -0.4% | -$139K | 15.9% | 1 |
|
|
2014
Q2 | $39.5M | Buy |
1,379,005
+30,885
| +2% | +$849K | 17.92% | 1 |
|
|
2014
Q1 | $37.1M | Buy |
1,348,120
+32,365
| +2% | +$871K | 14.71% | 2 |
|
|
2013
Q4 | $35.2M | Buy |
1,315,755
+64,235
| +5% | +$1.66M | 13.38% | 2 |
|
|
2013
Q3 | $31.1M | Buy |
1,251,520
+23,575
| +2% | +$575K | 14.9% | 2 |
|
|
2013
Q2 | $28.4M | Buy |
+1,227,945
| New | +$28.5M | 14.57% | 2 |
|
Other funds holding IJH
Modera Wealth Management's IJH Position: Q1 2026 in Review
Modera Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, selling an estimated $1.87M and leaving 771,306 shares worth $52.1M. The position accounts for 0.62% of the portfolio, ranked #42.
Modera Wealth Management first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.8M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Modera Wealth Management held 771,306 shares of iShares Core S&P Mid-Cap ETF worth $52.1M as of Q1 2026.
- Modera Wealth Management sold 26,934 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.87M.
- iShares Core S&P Mid-Cap ETF made up 0.62% of Modera Wealth Management's portfolio in Q1 2026, its #42 holding.
- Modera Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Modera Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $54.8M in Q4 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.