NewEdge 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 | $31M | Buy |
459,466
+562
| +0.1% | +$39K | 0.11% | 183 |
|
|
2025
Q4 | $30.3M | Buy |
458,904
+31,157
| +7% | +$2.04M | 0.11% | 180 |
|
|
2025
Q3 | $27.9M | Buy |
427,747
+28,429
| +7% | +$1.83M | 0.13% | 159 |
|
|
2025
Q2 | $24.8M | Sell |
399,318
-18,185
| -4% | -$1.07M | 0.13% | 156 |
|
|
2025
Q1 | $24.4M | Sell |
417,503
-19,358
| -4% | -$1.2M | 0.14% | 147 |
|
|
2024
Q4 | $27.2M | Buy |
436,861
+64,996
| +17% | +$4.17M | 0.16% | 126 |
|
|
2024
Q3 | $23.2M | Sell |
371,865
-21,227
| -5% | -$1.28M | 0.15% | 145 |
|
|
2024
Q2 | $23M | Buy |
393,092
+44,569
| +13% | +$2.62M | 0.17% | 119 |
|
|
2024
Q1 | $21.2M | Buy |
348,523
+8,618
| +3% | +$488K | 0.18% | 117 |
|
|
2023
Q4 | $18.8M | Sell |
339,905
-104,695
| -24% | -$5.31M | 0.18% | 127 |
|
|
2023
Q3 | $22.2M | Buy |
444,600
+162,675
| +58% | +$8.52M | 0.24% | 99 |
|
|
2023
Q2 | $14.7M | Sell |
281,925
-10,275
| -4% | -$511K | 0.17% | 134 |
|
|
2023
Q1 | $14.5M | Sell |
292,200
-51,235
| -15% | -$2.61M | 0.18% | 124 |
|
|
2022
Q4 | $12M | Buy |
343,435
+29,240
| +9% | +$1.41M | 0.33% | 63 |
|
|
2022
Q3 | $13.8M | Buy |
314,195
+10,475
| +3% | +$506K | 0.23% | 111 |
|
|
2022
Q2 | $13.7M | Sell |
303,720
-19,910
| -6% | -$983K | 0.23% | 109 |
|
|
2022
Q1 | $17.4M | Sell |
323,630
-26,990
| -8% | -$1.44M | 0.28% | 87 |
|
|
2021
Q4 | $19.9M | Buy |
350,620
+180,285
| +106% | +$10M | 0.3% | 76 |
|
|
2021
Q3 | $8.96M | Sell |
170,335
-21,585
| -11% | -$1.16M | 0.22% | 102 |
|
|
2021
Q2 | $10.3M | Sell |
191,920
-11,380
| -6% | -$614K | 0.27% | 82 |
|
|
2021
Q1 | $10.6M | Sell |
203,300
-65
| -0% | -$3.25K | 0.32% | 78 |
|
|
2020
Q4 | $9.35M | Sell |
203,365
-21,190
| -9% | -$893K | 0.31% | 81 |
|
|
2020
Q3 | $8.32M | Sell |
224,555
-18,950
| -8% | -$708K | 0.29% | 87 |
|
|
2020
Q2 | $8.66M | Buy |
243,505
+7,710
| +3% | +$256K | 0.34% | 78 |
|
|
2020
Q1 | $6.78M | Sell |
235,795
-85,140
| -27% | -$3.17M | 0.33% | 80 |
|
|
2019
Q4 | $13.2M | Sell |
320,935
-15,640
| -5% | -$620K | 0.53% | 49 |
|
|
2019
Q3 | $13M | Buy |
336,575
+15,235
| +5% | +$585K | 0.58% | 46 |
|
|
2019
Q2 | $12.5M | Buy |
321,340
+2,790
| +0.9% | +$107K | 0.76% | 37 |
|
|
2019
Q1 | $12.1M | Sell |
318,550
-13,565
| -4% | -$501K | 0.78% | 33 |
|
|
2018
Q4 | $11K | Sell |
332,115
-80,465
| -20% | -$2.94M | 0.71% | 28 |
|
|
2018
Q3 | $16.6M | Buy |
412,580
+71,400
| +21% | +$2.87M | 1.28% | 8 |
|
|
2018
Q2 | $13.3K | Buy |
341,180
+15,415
| +5% | +$595K | 1.21% | 9 |
|
|
2018
Q1 | $11.9M | Buy |
325,765
+112,385
| +53% | +$4.3M | 1.36% | 7 |
|
|
2017
Q4 | $8.29M | Buy |
213,380
+5,175
| +2% | +$191K | 1.12% | 19 |
|
|
2017
Q3 | $7.53M | Sell |
208,205
-25,640
| -11% | -$893K | 1.17% | 18 |
|
|
2017
Q2 | $8.13M | Buy |
233,845
+52,235
| +29% | +$1.8M | 1.4% | 8 |
|
|
2017
Q1 | $6.13M | Buy |
181,610
+83,785
| +86% | +$2.85M | 1.39% | 11 |
|
|
2016
Q4 | $3.29M | Buy |
+97,825
| New | +$3.1M | 0.91% | 40 |
|
Other funds holding IJH
NewEdge Advisors's IJH Position: Q1 2026 in Review
NewEdge Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q1 2026, buying an estimated $39K and bringing the position to 459,466 shares worth $31M. The position accounts for 0.11% of the portfolio, ranked #183.
NewEdge Advisors first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- NewEdge Advisors held 459,466 shares of iShares Core S&P Mid-Cap ETF worth $31M as of Q1 2026.
- NewEdge Advisors bought 562 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $39K.
- iShares Core S&P Mid-Cap ETF made up 0.11% of NewEdge Advisors's portfolio in Q1 2026, its #183 holding.
- NewEdge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.