NewSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.2M | Buy |
508,963
+13,494
| +3% | +$990K | 2.9% | 4 |
|
|
2026
Q1 | $33.5M | Buy |
495,469
+5,932
| +1% | +$412K | 2.9% | 4 |
|
|
2025
Q4 | $32.3M | Sell |
489,537
-113,564
| -19% | -$7.44M | 2.85% | 4 |
|
|
2025
Q3 | $39.4M | Buy |
603,101
+20,190
| +3% | +$1.3M | 2.67% | 4 |
|
|
2025
Q2 | $36.2M | Buy |
582,911
+24,274
| +4% | +$1.42M | 2.68% | 4 |
|
|
2025
Q1 | $32.6M | Buy |
558,637
+18,837
| +3% | +$1.17M | 2.66% | 7 |
|
|
2024
Q4 | $33.6M | Sell |
539,800
-7,415
| -1% | -$476K | 2.69% | 5 |
|
|
2024
Q3 | $34.1M | Buy |
547,215
+16,535
| +3% | +$997K | 2.71% | 6 |
|
|
2024
Q2 | $31.1M | Buy |
530,680
+25,250
| +5% | +$1.48M | 2.67% | 6 |
|
|
2024
Q1 | $30.7M | Buy |
505,430
+19,350
| +4% | +$1.1M | 2.72% | 7 |
|
|
2023
Q4 | $26.9M | Buy |
486,080
+199,355
| +70% | +$10.1M | 2.57% | 7 |
|
|
2023
Q3 | $14.3M | Buy |
286,725
+9,685
| +3% | +$508K | 1.51% | 15 |
|
|
2023
Q2 | $14.5M | Buy |
277,040
+750
| +0.3% | +$37.3K | 1.51% | 13 |
|
|
2023
Q1 | $13.8M | Sell |
276,290
-1,685
| -0.6% | -$85.8K | 1.63% | 12 |
|
|
2022
Q4 | $13.4M | Sell |
277,975
-16,325
| -6% | -$789K | 1.68% | 10 |
|
|
2022
Q3 | $12.9M | Sell |
294,300
-8,630
| -3% | -$417K | 1.61% | 18 |
|
|
2022
Q2 | $13.7M | Buy |
302,930
+150
| +0% | +$7.41K | 1.76% | 13 |
|
|
2022
Q1 | $16.2M | Buy |
302,780
+30,765
| +11% | +$1.64M | 1.72% | 18 |
|
|
2021
Q4 | $15.4M | Buy |
272,015
+27,025
| +11% | +$1.5M | 1.63% | 18 |
|
|
2021
Q3 | $12.9M | Buy |
244,990
+10,400
| +4% | +$560K | 1.51% | 20 |
|
|
2021
Q2 | $12.6M | Buy |
234,590
+4,025
| +2% | +$217K | 1.49% | 18 |
|
|
2021
Q1 | $12M | Buy |
230,565
+725
| +0.3% | +$36.2K | 1.57% | 18 |
|
|
2020
Q4 | $10.6M | Sell |
229,840
-4,650
| -2% | -$196K | 1.48% | 19 |
|
|
2020
Q3 | $8.69M | Sell |
234,490
-8,980
| -4% | -$336K | 1.4% | 22 |
|
|
2020
Q2 | $8.66M | Sell |
243,470
-20,600
| -8% | -$684K | 1.48% | 17 |
|
|
2020
Q1 | $7.6M | Sell |
264,070
-10,085
| -4% | -$375K | 1.41% | 19 |
|
|
2019
Q4 | $11.3M | Buy |
274,155
+2,850
| +1% | +$113K | 1.87% | 18 |
|
|
2019
Q3 | $10.5M | Sell |
271,305
-4,105
| -1% | -$158K | 1.9% | 20 |
|
|
2019
Q2 | $10.7M | Sell |
275,410
-7,830
| -3% | -$300K | 1.95% | 18 |
|
|
2019
Q1 | $10.7M | Sell |
283,240
-15,080
| -5% | -$557K | 2.05% | 19 |
|
|
2018
Q4 | $9.91M | Buy |
298,320
+15,945
| +6% | +$582K | 2.09% | 18 |
|
|
2018
Q3 | $11.4M | Buy |
282,375
+78,950
| +39% | +$3.17M | 2.16% | 14 |
|
|
2018
Q2 | $8.11M | Sell |
203,425
-4,805
| -2% | -$186K | 1.65% | 21 |
|
|
2018
Q1 | $7.81M | Buy |
208,230
+10,880
| +6% | +$416K | 1.7% | 19 |
|
|
2017
Q4 | $7.49M | Sell |
197,350
-302,650
| -61% | -$11.2M | 1.71% | 18 |
|
|
2017
Q3 | $7.06M | Buy |
500,000
+235,555
| +89% | +$8.2M | 1.69% | 18 |
|
|
2017
Q2 | $9.2M | Buy |
264,445
+11,165
| +4% | +$385K | 2.23% | 13 |
|
|
2017
Q1 | $8.67M | Buy |
253,280
+40,825
| +19% | +$1.39M | 2.07% | 15 |
|
|
2016
Q4 | $7.03M | Buy |
212,455
+20,340
| +11% | +$645K | 1.75% | 16 |
|
|
2016
Q3 | $5.94M | Buy |
192,115
+49,640
| +35% | +$1.53M | 1.37% | 15 |
|
|
2016
Q2 | $4.26M | Buy |
142,475
+132,035
| +1,265% | +$3.87M | 1.01% | 23 |
|
|
2016
Q1 | $301K | Sell |
10,440
-21,295
| -67% | -$569K | 0.09% | 116 |
|
|
2015
Q4 | $884K | Sell |
31,735
-4,805
| -13% | -$137K | 0.25% | 53 |
|
|
2015
Q3 | $998K | Sell |
36,540
-455
| -1% | -$13.2K | 0.29% | 44 |
|
|
2015
Q2 | $1.11M | Buy |
36,995
+2,025
| +6% | +$61.8K | 0.33% | 51 |
|
|
2015
Q1 | $1.06M | Sell |
34,970
-5,495
| -14% | -$163K | 0.33% | 48 |
|
|
2014
Q4 | $1.17M | Sell |
40,465
-13,210
| -25% | -$371K | 0.39% | 44 |
|
|
2014
Q3 | $1.47M | Sell |
53,675
-3,895
| -7% | -$110K | 0.52% | 48 |
|
|
2014
Q2 | $1.65M | Sell |
57,570
-36,730
| -39% | -$1.01M | 0.59% | 48 |
|
|
2014
Q1 | $2.59M | Sell |
94,300
-53,915
| -36% | -$1.45M | 1.04% | 34 |
|
|
2013
Q4 | $3.97M | Sell |
148,215
-32,825
| -18% | -$847K | 1.92% | 18 |
|
|
2013
Q3 | $4.5M | Sell |
181,040
-27,400
| -13% | -$669K | 2.16% | 14 |
|
|
2013
Q2 | $4.83M | Buy |
+208,440
| New | +$4.84M | 2.39% | 12 |
|
Other funds holding IJH
NewSquare Capital's IJH Position: Q2 2026 in Review
NewSquare Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q2 2026, buying an estimated $990K and bringing the position to 508,963 shares worth $39.2M. The position accounts for 2.9% of the portfolio, ranked #4.
NewSquare Capital first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.4M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- NewSquare Capital held 508,963 shares of iShares Core S&P Mid-Cap ETF worth $39.2M as of Q2 2026.
- NewSquare Capital bought 13,494 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $990K.
- iShares Core S&P Mid-Cap ETF made up 2.9% of NewSquare Capital's portfolio in Q2 2026, its #4 holding.
- NewSquare Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- NewSquare Capital's iShares Core S&P Mid-Cap ETF position peaked at $39.4M in Q3 2025.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.