New England Private Wealth 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 | $2.56M | Sell |
37,934
-6,963
| -16% | -$483K | 0.3% | 67 |
|
|
2025
Q4 | $2.96M | Sell |
44,897
-148
| -0.3% | -$9.7K | 0.37% | 58 |
|
|
2025
Q3 | $2.94M | Buy |
45,045
+9
| +0% | +$578 | 0.39% | 57 |
|
|
2025
Q2 | $2.87M | Buy |
45,036
+21
| +0% | +$1.23K | 0.42% | 50 |
|
|
2025
Q1 | $2.63M | Sell |
45,015
-8,321
| -16% | -$517K | 0.41% | 51 |
|
|
2024
Q4 | $3.32M | Buy |
53,336
+558
| +1% | +$35.8K | 0.53% | 48 |
|
|
2024
Q3 | $3.29M | Buy |
52,778
+5,519
| +12% | +$333K | 0.53% | 45 |
|
|
2024
Q2 | $2.77M | Sell |
47,259
-81
| -0.2% | -$4.76K | 0.48% | 46 |
|
|
2024
Q1 | $2.86M | Buy |
47,340
+160
| +0.3% | +$9.06K | 0.5% | 44 |
|
|
2023
Q4 | $2.62M | Buy |
47,180
+1,560
| +3% | +$79.1K | 0.48% | 45 |
|
|
2023
Q3 | $2.27M | Sell |
45,620
-3,535
| -7% | -$185K | 0.47% | 45 |
|
|
2023
Q2 | $2.57M | Buy |
49,155
+120
| +0.2% | +$5.96K | 0.52% | 43 |
|
|
2023
Q1 | $2.45M | Buy |
49,035
+175
| +0.4% | +$8.92K | 0.5% | 42 |
|
|
2022
Q4 | $2.36M | Buy |
48,860
+210
| +0.4% | +$10.1K | 0.5% | 41 |
|
|
2022
Q3 | $2.13M | Sell |
48,650
-7,975
| -14% | -$386K | 0.5% | 38 |
|
|
2022
Q2 | $3.04M | Sell |
56,625
-15
| -0% | -$740 | 0.56% | 37 |
|
|
2022
Q1 | $3.04M | Sell |
56,640
-18,380
| -25% | -$979K | 0.56% | 37 |
|
|
2021
Q4 | $4.25M | Buy |
75,020
+270
| +0.4% | +$15K | 0.74% | 31 |
|
|
2021
Q3 | $3.93M | Buy |
74,750
+2,130
| +3% | +$115K | 0.73% | 29 |
|
|
2021
Q2 | $3.9M | Buy |
72,620
+195
| +0.3% | +$10.5K | 0.74% | 29 |
|
|
2021
Q1 | $3.77M | Buy |
72,425
+4,225
| +6% | +$211K | 0.65% | 35 |
|
|
2020
Q4 | $3.14M | Buy |
68,200
+190
| +0.3% | +$8.01K | 0.69% | 30 |
|
|
2020
Q3 | $2.52M | Buy |
68,010
+315
| +0.5% | +$11.8K | 0.63% | 33 |
|
|
2020
Q2 | $2.39M | Buy |
67,695
+35
| +0.1% | +$1.16K | 0.65% | 33 |
|
|
2020
Q1 | $1.95M | Buy |
67,660
+365
| +0.5% | +$13.6K | 0.66% | 31 |
|
|
2019
Q4 | $2.77M | Buy |
67,295
+705
| +1% | +$27.9K | 0.72% | 30 |
|
|
2019
Q3 | $2.57M | Sell |
66,590
-10,640
| -14% | -$409K | 0.62% | 33 |
|
|
2019
Q2 | $3M | Sell |
77,230
-8,500
| -10% | -$326K | 0.73% | 30 |
|
|
2019
Q1 | $3.25M | Sell |
85,730
-21,730
| -20% | -$802K | 0.84% | 25 |
|
|
2018
Q4 | $3.57M | Sell |
107,460
-325
| -0.3% | -$11.9K | 1.05% | 24 |
|
|
2018
Q3 | $4.34M | Buy |
107,785
+450
| +0.4% | +$18.1K | 1.16% | 21 |
|
|
2018
Q2 | $4.18M | Buy |
107,335
+3,690
| +4% | +$143K | 1.18% | 21 |
|
|
2018
Q1 | $3.89M | Sell |
103,645
-12,385
| -11% | -$474K | 1.1% | 24 |
|
|
2017
Q4 | $4.4M | Buy |
116,030
+300
| +0.3% | +$11.1K | 1.24% | 20 |
|
|
2017
Q3 | $4.14M | Buy |
115,730
+795
| +0.7% | +$27.7K | 1.23% | 21 |
|
|
2017
Q2 | $4M | Hold |
114,935
| – | – | 1.23% | 19 |
|
|
2017
Q1 | $3.91M | Buy |
114,935
+15,500
| +16% | +$528K | 1.25% | 18 |
|
|
2016
Q4 | $3.29M | Buy |
99,435
+1,470
| +2% | +$46.6K | 1.14% | 19 |
|
|
2016
Q3 | $3.03M | Buy |
97,965
+21,595
| +28% | +$667K | 1.09% | 19 |
|
|
2016
Q2 | $2.28M | Buy |
76,370
+315
| +0.4% | +$9.24K | 0.87% | 26 |
|
|
2016
Q1 | $2.19M | Sell |
76,055
-132,430
| -64% | -$3.54M | 0.9% | 26 |
|
|
2015
Q4 | $5.81M | Sell |
208,485
-23,425
| -10% | -$669K | 2.31% | 11 |
|
|
2015
Q3 | $6.34M | Buy |
231,910
+7,425
| +3% | +$216K | 2.7% | 9 |
|
|
2015
Q2 | $6.73M | Buy |
224,485
+710
| +0.3% | +$21.7K | 2.56% | 11 |
|
|
2015
Q1 | $6.79M | Buy |
223,775
+880
| +0.4% | +$26K | 2.65% | 10 |
|
|
2014
Q4 | $6.45M | Buy |
222,895
+855
| +0.4% | +$24K | 2.54% | 12 |
|
|
2014
Q3 | $6.07M | Buy |
222,040
+645
| +0.3% | +$18.2K | 2.45% | 13 |
|
|
2014
Q2 | $6.33M | Buy |
221,395
+450
| +0.2% | +$12.4K | 2.6% | 11 |
|
|
2014
Q1 | $6.08M | Buy |
220,945
+525
| +0.2% | +$14.1K | 2.55% | 12 |
|
|
2013
Q4 | $5.9M | Buy |
220,420
+1,230
| +0.6% | +$31.7K | 2.67% | 11 |
|
|
2013
Q3 | $5.44M | Buy |
219,190
+1,185
| +0.5% | +$28.9K | 2.85% | 11 |
|
|
2013
Q2 | $5.04M | Buy |
+218,005
| New | +$5.06M | 3.16% | 10 |
|
Other funds holding IJH
New England Private Wealth Advisors's IJH Position: Q1 2026 in Review
New England Private Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q1 2026, selling an estimated $483K and leaving 37,934 shares worth $2.56M. The position accounts for 0.3% of the portfolio, ranked #67.
New England Private Wealth Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.79M in Q1 2015. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- New England Private Wealth Advisors held 37,934 shares of iShares Core S&P Mid-Cap ETF worth $2.56M as of Q1 2026.
- New England Private Wealth Advisors sold 6,963 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $483K.
- iShares Core S&P Mid-Cap ETF made up 0.3% of New England Private Wealth Advisors's portfolio in Q1 2026, its #67 holding.
- New England Private Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- New England Private Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.79M in Q1 2015.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on New England Private Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.