Mutual 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
Q2 | $6.24M | Buy |
80,957
+2,140
| +3% | +$157K | 0.12% | 172 |
|
|
2026
Q1 | $5.32M | Sell |
78,817
-54,975
| -41% | -$3.81M | 0.11% | 177 |
|
|
2025
Q4 | $8.83M | Sell |
133,792
-5,943
| -4% | -$389K | 0.19% | 111 |
|
|
2025
Q3 | $9.17M | Buy |
139,735
+5,810
| +4% | +$373K | 0.2% | 98 |
|
|
2025
Q2 | $8.62M | Buy |
133,925
+12,857
| +11% | +$755K | 0.22% | 91 |
|
|
2025
Q1 | $6.85M | Buy |
121,068
+9,876
| +9% | +$613K | 0.2% | 103 |
|
|
2024
Q4 | $7.16M | Buy |
111,192
+7,552
| +7% | +$484K | 0.21% | 92 |
|
|
2024
Q3 | $6.47M | Buy |
103,640
+3,084
| +3% | +$186K | 0.19% | 100 |
|
|
2024
Q2 | $6.17M | Buy |
100,556
+8,488
| +9% | +$499K | 0.19% | 113 |
|
|
2024
Q1 | $5.59M | Buy |
92,068
+24,858
| +37% | +$1.41M | 0.18% | 111 |
|
|
2023
Q4 | $3.73M | Sell |
67,210
-8,600
| -11% | -$436K | 0.13% | 163 |
|
|
2023
Q3 | $3.78M | Buy |
75,810
+16,730
| +28% | +$877K | 0.15% | 142 |
|
|
2023
Q2 | $3.09M | Buy |
59,080
+9,025
| +18% | +$449K | 0.12% | 175 |
|
|
2023
Q1 | $2.5M | Buy |
50,055
+1,690
| +3% | +$86.1K | 0.1% | 201 |
|
|
2022
Q4 | $2.34M | Buy |
48,365
+11,765
| +32% | +$568K | 0.1% | 196 |
|
|
2022
Q3 | $1.6M | Buy |
36,600
+7,070
| +24% | +$342K | 0.08% | 239 |
|
|
2022
Q2 | $1.34M | Buy |
29,530
+2,220
| +8% | +$110K | 0.09% | 272 |
|
|
2022
Q1 | $1.47M | Sell |
27,310
-885
| -3% | -$47.1K | 0.08% | 270 |
|
|
2021
Q4 | $1.6M | Sell |
28,195
-18,640
| -40% | -$1.04M | 0.08% | 271 |
|
|
2021
Q3 | $2.46M | Buy |
46,835
+4,470
| +11% | +$240K | 0.15% | 176 |
|
|
2021
Q2 | $2.28M | Buy |
42,365
+22,065
| +109% | +$1.19M | 0.14% | 189 |
|
|
2021
Q1 | $1.06M | Buy |
20,300
+795
| +4% | +$39.7K | 0.07% | 315 |
|
|
2020
Q4 | $897K | Buy |
19,505
+1,770
| +10% | +$74.6K | 0.07% | 333 |
|
|
2020
Q3 | $657K | Buy |
17,735
+135
| +0.8% | +$5.05K | 0.06% | 356 |
|
|
2020
Q2 | $626K | Sell |
17,600
-57,675
| -77% | -$1.92M | 0.06% | 329 |
|
|
2020
Q1 | $2.17M | Sell |
75,275
-195
| -0.3% | -$7.25K | 0.29% | 82 |
|
|
2019
Q4 | $3.11M | Buy |
75,470
+47,645
| +171% | +$1.89M | 0.33% | 66 |
|
|
2019
Q3 | $1.07M | Sell |
27,825
-11,275
| -29% | -$433K | 0.14% | 175 |
|
|
2019
Q2 | $1.52M | Sell |
39,100
-33,995
| -47% | -$1.3M | 0.2% | 124 |
|
|
2019
Q1 | $2.77M | Buy |
73,095
+595
| +0.8% | +$22K | 0.41% | 52 |
|
|
2018
Q4 | $2.41M | Buy |
72,500
+5,690
| +9% | +$208K | 0.47% | 40 |
|
|
2018
Q3 | $2.69M | Buy |
66,810
+18,655
| +39% | +$750K | 0.41% | 44 |
|
|
2018
Q2 | $1.88M | Buy |
48,155
+14,145
| +42% | +$546K | 0.43% | 54 |
|
|
2018
Q1 | $1.28M | Buy |
34,010
+9,005
| +36% | +$344K | 0.32% | 96 |
|
|
2017
Q4 | $949K | Buy |
+25,005
| New | +$925K | 0.36% | 87 |
|
Other funds holding IJH
Mutual Advisors's IJH Position: Q2 2026 in Review
Mutual Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $157K and bringing the position to 80,957 shares worth $6.24M. The position accounts for 0.12% of the portfolio, ranked #172.
Mutual Advisors first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $9.17M in Q3 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Mutual Advisors held 80,957 shares of iShares Core S&P Mid-Cap ETF worth $6.24M as of Q2 2026.
- Mutual Advisors bought 2,140 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $157K.
- iShares Core S&P Mid-Cap ETF made up 0.12% of Mutual Advisors's portfolio in Q2 2026, its #172 holding.
- Mutual Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Mutual Advisors's iShares Core S&P Mid-Cap ETF position peaked at $9.17M in Q3 2025.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.