Mount Yale 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 | $28.9M | Buy |
428,500
+113,633
| +36% | +$7.88M | 0.67% | 25 |
|
|
2025
Q4 | $20.8M | Buy |
314,867
+62,399
| +25% | +$4.09M | 1% | 19 |
|
|
2025
Q3 | $16.5M | Buy |
252,468
+118,326
| +88% | +$7.6M | 1.15% | 15 |
|
|
2025
Q2 | $8.32M | Buy |
134,142
+13,113
| +11% | +$770K | 0.65% | 25 |
|
|
2025
Q1 | $7.06M | Buy |
121,029
+46,713
| +63% | +$2.9M | 0.61% | 24 |
|
|
2024
Q4 | $4.63M | Sell |
74,316
-194
| -0.3% | -$12.4K | 0.37% | 47 |
|
|
2024
Q3 | $4.64M | Sell |
74,510
-3,568
| -5% | -$215K | 0.45% | 52 |
|
|
2024
Q2 | $4.57M | Sell |
78,078
-1,696
| -2% | -$99.6K | 0.36% | 58 |
|
|
2024
Q1 | $4.85M | Sell |
79,774
-1,866
| -2% | -$106K | 0.37% | 60 |
|
|
2023
Q4 | $4.53M | Sell |
81,640
-12,270
| -13% | -$622K | 0.43% | 50 |
|
|
2023
Q3 | $4.68M | Buy |
93,910
+17,570
| +23% | +$921K | 0.51% | 38 |
|
|
2023
Q2 | $3.99M | Buy |
76,340
+2,595
| +4% | +$129K | 0.42% | 54 |
|
|
2023
Q1 | $3.69M | Buy |
73,745
+5,640
| +8% | +$287K | 0.41% | 56 |
|
|
2022
Q4 | $3.29M | Sell |
68,105
-4,000
| -6% | -$193K | 0.37% | 71 |
|
|
2022
Q3 | $3.16M | Buy |
72,105
+3,675
| +5% | +$178K | 0.42% | 58 |
|
|
2022
Q2 | $3.1M | Buy |
68,430
+6,905
| +11% | +$341K | 0.39% | 62 |
|
|
2022
Q1 | $3.3M | Sell |
61,525
-1,940
| -3% | -$103K | 0.36% | 61 |
|
|
2021
Q4 | $3.59M | Sell |
63,465
-6,190
| -9% | -$345K | 0.37% | 63 |
|
|
2021
Q3 | $3.67M | Buy |
69,655
+9,095
| +15% | +$489K | 0.42% | 57 |
|
|
2021
Q2 | $3.25M | Sell |
60,560
-160
| -0.3% | -$8.64K | 0.39% | 59 |
|
|
2021
Q1 | $3.16M | Sell |
60,720
-3,305
| -5% | -$165K | 0.41% | 60 |
|
|
2020
Q4 | $2.94M | Sell |
64,025
-5,165
| -7% | -$218K | 0.41% | 67 |
|
|
2020
Q3 | $2.56M | Buy |
69,190
+2,860
| +4% | +$107K | 0.37% | 67 |
|
|
2020
Q2 | $2.36M | Sell |
66,330
-8,250
| -11% | -$274K | 0.42% | 65 |
|
|
2020
Q1 | $2.15M | Buy |
74,580
+22,625
| +44% | +$841K | 0.48% | 50 |
|
|
2019
Q4 | $2.08M | Sell |
51,955
-6,415
| -11% | -$254K | 0.36% | 66 |
|
|
2019
Q3 | $2.32M | Buy |
58,370
+995
| +2% | +$38.2K | 0.42% | 61 |
|
|
2019
Q2 | $2.16M | Sell |
57,375
-1,220
| -2% | -$46.8K | 0.4% | 62 |
|
|
2019
Q1 | $2.22M | Sell |
58,595
-835
| -1% | -$30.8K | 0.42% | 59 |
|
|
2018
Q4 | $2.21M | Sell |
59,430
-30,550
| -34% | -$1.11M | 0.45% | 53 |
|
|
2018
Q3 | $3.43M | Buy |
89,980
+1,550
| +2% | +$62.3K | 0.6% | 37 |
|
|
2018
Q2 | $3.44M | Buy |
88,430
+4,665
| +6% | +$180K | 0.65% | 36 |
|
|
2018
Q1 | $3.14M | Buy |
+83,765
| New | +$3.2M | 0.67% | 35 |
|
Other funds holding IJH
Mount Yale Investment Advisors's IJH Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 36% in Q1 2026, buying an estimated $7.88M and bringing the position to 428,500 shares worth $28.9M. The position accounts for 0.67% of the portfolio, ranked #25.
Mount Yale Investment Advisors first reported a position in IJH in Q1 2018 and has held it in 33 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Mount Yale Investment Advisors held 428,500 shares of iShares Core S&P Mid-Cap ETF worth $28.9M as of Q1 2026.
- Mount Yale Investment Advisors bought 113,633 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $7.88M.
- iShares Core S&P Mid-Cap ETF made up 0.67% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #25 holding.
- Mount Yale Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.