Napatree Capital’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
2025
Q1
$1.69M Buy
28,895
+2,144
+8% +$133K 0.95% 25
2024
Q4
$1.67M Buy
26,751
+14,651
+121% +$940K 0.98% 28
2024
Q3
$754K Buy
12,100
+1,995
+20% +$120K 0.53% 55
2024
Q2
$591K Sell
10,105
-55
-0.5% -$3.23K 0.48% 71
2024
Q1
$580K Buy
10,160
+625
+7% +$35.4K 0.56% 69
2023
Q4
$529K Buy
+9,535
New +$484K 0.53% 72

Other funds holding IJH

Napatree Capital's IJH Position: Q1 2025 in Review

Napatree Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8% in Q1 2025, buying an estimated $133K and bringing the position to 28,895 shares worth $1.69M. The position accounts for 0.95% of the portfolio, ranked #25.

Napatree Capital first reported a position in IJH in Q4 2023 and has held it in 6 quarters since. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

  • Napatree Capital held 28,895 shares of iShares Core S&P Mid-Cap ETF worth $1.69M as of Q1 2025.
  • Napatree Capital bought 2,144 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $133K.
  • iShares Core S&P Mid-Cap ETF made up 0.95% of Napatree Capital's portfolio in Q1 2025, its #25 holding.
  • Napatree Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 6 quarters since.
  • 2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.