Naples Global 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 | $14M | Sell |
182,186
-855
| -0.5% | -$62.7K | 0.87% | 24 |
|
|
2026
Q1 | $12.4M | Buy |
183,041
+757
| +0.4% | +$52.5K | 0.9% | 20 |
|
|
2025
Q4 | $12M | Buy |
182,284
+111
| +0.1% | +$7.27K | 0.9% | 17 |
|
|
2025
Q3 | $11.9M | Buy |
182,173
+2,248
| +1% | +$144K | 0.93% | 14 |
|
|
2025
Q2 | $11.2M | Buy |
179,925
+1,472
| +0.8% | +$86.4K | 0.96% | 14 |
|
|
2025
Q1 | $10.4M | Buy |
178,453
+1,676
| +0.9% | +$104K | 0.99% | 14 |
|
|
2024
Q4 | $11M | Buy |
176,777
+9,080
| +5% | +$582K | 1.03% | 12 |
|
|
2024
Q3 | $10.5M | Buy |
167,697
+870
| +0.5% | +$52.5K | 0.97% | 16 |
|
|
2024
Q2 | $9.76M | Buy |
166,827
+4,107
| +3% | +$241K | 0.98% | 15 |
|
|
2024
Q1 | $9.88M | Buy |
162,720
+2,355
| +1% | +$133K | 1.01% | 13 |
|
|
2023
Q4 | $8.89M | Sell |
160,365
-2,690
| -2% | -$136K | 0.98% | 13 |
|
|
2023
Q3 | $8.17M | Sell |
163,055
-15,525
| -9% | -$814K | 0.99% | 15 |
|
|
2023
Q2 | $9.34M | Buy |
178,580
+2,465
| +1% | +$123K | 1.1% | 12 |
|
|
2023
Q1 | $8.81M | Buy |
176,115
+1,790
| +1% | +$91.2K | 1.1% | 11 |
|
|
2022
Q4 | $8.43M | Sell |
174,325
-22,100
| -11% | -$1.07M | 1.07% | 13 |
|
|
2022
Q3 | $8.61M | Buy |
196,425
+11,110
| +6% | +$537K | 1.19% | 8 |
|
|
2022
Q2 | $8.38M | Buy |
185,315
+30,265
| +20% | +$1.49M | 1.09% | 10 |
|
|
2022
Q1 | $8.32M | Buy |
155,050
+26,590
| +21% | +$1.42M | 0.96% | 14 |
|
|
2021
Q4 | $7.27M | Buy |
128,460
+2,340
| +2% | +$130K | 0.84% | 18 |
|
|
2021
Q3 | $6.64M | Sell |
126,120
-1,845
| -1% | -$99.3K | 0.87% | 20 |
|
|
2021
Q2 | $6.88M | Hold |
127,965
| – | – | 0.96% | 12 |
|
|
2021
Q1 | $6.66M | Sell |
127,965
-1,290
| -1% | -$64.4K | 1.01% | 11 |
|
|
2020
Q4 | $5.94M | Sell |
129,255
-3,225
| -2% | -$136K | 1% | 12 |
|
|
2020
Q3 | $4.91M | Sell |
132,480
-900
| -0.7% | -$33.6K | 0.96% | 14 |
|
|
2020
Q2 | $4.74M | Sell |
133,380
-895
| -0.7% | -$29.7K | 1.02% | 13 |
|
|
2020
Q1 | $3.86M | Sell |
134,275
-5,035
| -4% | -$187K | 1.01% | 14 |
|
|
2019
Q4 | $5.74M | Buy |
139,310
+9,525
| +7% | +$377K | 1.2% | 10 |
|
|
2019
Q3 | $5.02M | Buy |
129,785
+6,925
| +6% | +$266K | 1.17% | 9 |
|
|
2019
Q2 | $4.77M | Buy |
122,860
+24,125
| +24% | +$925K | 1.16% | 8 |
|
|
2019
Q1 | $3.74M | Buy |
98,735
+5,300
| +6% | +$196K | 0.96% | 17 |
|
|
2018
Q4 | $3.29M | Sell |
93,435
-5,150
| -5% | -$188K | 0.94% | 17 |
|
|
2018
Q3 | $3.97M | Buy |
98,585
+7,565
| +8% | +$304K | 1.05% | 11 |
|
|
2018
Q2 | $3.55M | Buy |
91,020
+8,555
| +10% | +$330K | 1% | 13 |
|
|
2018
Q1 | $3.09M | Buy |
82,465
+1,050
| +1% | +$40.2K | 0.92% | 17 |
|
|
2017
Q4 | $3.09M | Buy |
81,415
+31,750
| +64% | +$1.17M | 0.91% | 19 |
|
|
2017
Q3 | $1.78M | Buy |
49,665
+1,950
| +4% | +$67.9K | 0.59% | 46 |
|
|
2017
Q2 | $1.66M | Buy |
47,715
+2,200
| +5% | +$75.9K | 0.59% | 46 |
|
|
2017
Q1 | $1.56M | Buy |
45,515
+4,525
| +11% | +$154K | 0.56% | 48 |
|
|
2016
Q4 | $1.35M | Buy |
40,990
+11,355
| +38% | +$360K | 0.53% | 55 |
|
|
2016
Q3 | $917K | Buy |
29,635
+2,725
| +10% | +$84.2K | 0.36% | 110 |
|
|
2016
Q2 | $804K | Buy |
26,910
+6,725
| +33% | +$197K | 0.33% | 124 |
|
|
2016
Q1 | $582K | Buy |
20,185
+25
| +0.1% | +$668 | 0.24% | 149 |
|
|
2015
Q4 | $562K | Buy |
20,160
+3,010
| +18% | +$86K | 0.27% | 136 |
|
|
2015
Q3 | $469K | Sell |
17,150
-250
| -1% | -$7.27K | 0.24% | 149 |
|
|
2015
Q2 | $522K | Buy |
17,400
+1,775
| +11% | +$54.1K | 0.25% | 148 |
|
|
2015
Q1 | $475K | Hold |
15,625
| – | – | 0.23% | 157 |
|
|
2014
Q4 | $453K | Hold |
15,625
| – | – | 0.24% | 152 |
|
|
2014
Q3 | $427K | Hold |
15,625
| – | – | 0.25% | 152 |
|
|
2014
Q2 | $447K | Hold |
15,625
| – | – | 0.27% | 158 |
|
|
2014
Q1 | $430K | Hold |
15,625
| – | – | 0.26% | 155 |
|
|
2013
Q4 | $418K | Buy |
+15,625
| New | +$403K | 0.28% | 148 |
|
Other funds holding IJH
Naples Global Advisors's IJH Position: Q2 2026 in Review
Naples Global Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.47% in Q2 2026, selling an estimated $62.7K and leaving 182,186 shares worth $14M. The position accounts for 0.87% of the portfolio, ranked #24.
Naples Global Advisors first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Naples Global Advisors held 182,186 shares of iShares Core S&P Mid-Cap ETF worth $14M as of Q2 2026.
- Naples Global Advisors sold 855 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $62.7K.
- iShares Core S&P Mid-Cap ETF made up 0.87% of Naples Global Advisors's portfolio in Q2 2026, its #24 holding.
- Naples Global Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.