Moneta Group Investment Advisors’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 | $117M | Buy |
1,725,321
+2,583
| +0.1% | +$179K | 0.88% | 26 |
|
|
2025
Q4 | $114M | Buy |
1,722,738
+15,353
| +0.9% | +$1.01M | 0.86% | 26 |
|
|
2025
Q3 | $111M | Buy |
1,707,385
+63,465
| +4% | +$4.08M | 0.89% | 25 |
|
|
2025
Q2 | $102M | Buy |
1,643,920
+521,866
| +47% | +$30.6M | 1.21% | 23 |
|
|
2025
Q1 | $65.5M | Buy |
1,122,054
+22,668
| +2% | +$1.41M | 0.9% | 28 |
|
|
2024
Q4 | $68.5M | Buy |
1,099,386
+19,850
| +2% | +$1.27M | 0.96% | 27 |
|
|
2024
Q3 | $67.3M | Buy |
1,079,536
+11,519
| +1% | +$695K | 0.98% | 27 |
|
|
2024
Q2 | $62.5M | Sell |
1,068,017
-1,626
| -0.2% | -$95.5K | 1% | 27 |
|
|
2024
Q1 | $65M | Buy |
1,069,643
+56,908
| +6% | +$3.22M | 1.06% | 27 |
|
|
2023
Q4 | $56.1M | Buy |
1,012,735
+52,630
| +5% | +$2.67M | 1.11% | 23 |
|
|
2023
Q3 | $47.9M | Buy |
960,105
+112,115
| +13% | +$5.88M | 1.09% | 26 |
|
|
2023
Q2 | $44.3M | Buy |
847,990
+95,875
| +13% | +$4.76M | 0.98% | 28 |
|
|
2023
Q1 | $37.6M | Buy |
752,115
+152,205
| +25% | +$7.75M | 0.9% | 33 |
|
|
2022
Q4 | $31.7M | Sell |
599,910
-16,435
| -3% | -$794K | 0.87% | 31 |
|
|
2022
Q3 | $27M | Sell |
616,345
-61,925
| -9% | -$2.99M | 1.03% | 26 |
|
|
2022
Q2 | $30.7M | Buy |
678,270
+227,760
| +51% | +$11.2M | 1.05% | 26 |
|
|
2022
Q1 | $24.2M | Buy |
450,510
+12,560
| +3% | +$669K | 0.95% | 28 |
|
|
2021
Q4 | $24.8M | Buy |
437,950
+23,765
| +6% | +$1.32M | 1.01% | 25 |
|
|
2021
Q3 | $21.8M | Buy |
414,185
+19,700
| +5% | +$1.06M | 1% | 29 |
|
|
2021
Q2 | $21.2M | Buy |
394,485
+13,165
| +3% | +$711K | 0.98% | 27 |
|
|
2021
Q1 | $19.9M | Buy |
381,320
+340,810
| +841% | +$17M | 1.05% | 24 |
|
|
2020
Q4 | $1.86M | Buy |
40,510
+2,655
| +7% | +$112K | 0.13% | 103 |
|
|
2020
Q3 | $1.4M | Sell |
37,855
-55,975
| -60% | -$2.09M | 0.12% | 106 |
|
|
2020
Q2 | $3.34M | Sell |
93,830
-13,915
| -13% | -$462K | 0.32% | 65 |
|
|
2020
Q1 | $3.1M | Buy |
107,745
+12,685
| +13% | +$472K | 0.32% | 61 |
|
|
2019
Q4 | $3.91M | Buy |
95,060
+21,445
| +29% | +$850K | 0.33% | 54 |
|
|
2019
Q3 | $2.85M | Sell |
73,615
-975
| -1% | -$37.5K | 0.27% | 67 |
|
|
2019
Q2 | $2.9M | Buy |
74,590
+120
| +0.2% | +$4.6K | 0.29% | 63 |
|
|
2019
Q1 | $2.82M | Sell |
74,470
-595
| -0.8% | -$22K | 0.29% | 60 |
|
|
2018
Q4 | $2.49M | Sell |
75,065
-2,925
| -4% | -$107K | 0.3% | 61 |
|
|
2018
Q3 | $3.14M | Buy |
77,990
+5,620
| +8% | +$226K | 0.32% | 59 |
|
|
2018
Q2 | $2.82M | Buy |
72,370
+69,770
| +2,683% | +$2.7M | 0.31% | 52 |
|
|
2018
Q1 | $97K | Buy |
2,600
+760
| +41% | +$29.1K | 0.01% | 252 |
|
|
2017
Q4 | $70K | Buy |
+1,840
| New | +$68K | 0.01% | 262 |
|
Other funds holding IJH
Moneta Group Investment Advisors's IJH Position: Q1 2026 in Review
Moneta Group Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.15% in Q1 2026, buying an estimated $179K and bringing the position to 1,725,321 shares worth $117M. The position accounts for 0.88% of the portfolio, ranked #26.
Moneta Group Investment Advisors first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Moneta Group Investment Advisors held 1,725,321 shares of iShares Core S&P Mid-Cap ETF worth $117M as of Q1 2026.
- Moneta Group Investment Advisors bought 2,583 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $179K.
- iShares Core S&P Mid-Cap ETF made up 0.88% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #26 holding.
- Moneta Group Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.