North Star Investment Management’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 | $928K | Hold |
13,740
| – | – | 0.06% | 272 |
|
|
2025
Q4 | $907K | Sell |
13,740
-13
| -0.1% | -$852 | 0.06% | 251 |
|
|
2025
Q3 | $898K | Buy |
13,753
+13
| +0.1% | +$835 | 0.06% | 250 |
|
|
2025
Q2 | $852K | Hold |
13,740
| – | – | 0.06% | 245 |
|
|
2025
Q1 | $802K | Sell |
13,740
-1,200
| -8% | -$74.5K | 0.06% | 267 |
|
|
2024
Q4 | $931K | Hold |
14,940
| – | – | 0.06% | 239 |
|
|
2024
Q3 | $931K | Sell |
14,940
-225
| -1% | -$13.6K | 0.06% | 242 |
|
|
2024
Q2 | $887K | Hold |
15,165
| – | – | 0.07% | 244 |
|
|
2024
Q1 | $921K | Sell |
15,165
-590
| -4% | -$33.4K | 0.07% | 247 |
|
|
2023
Q4 | $873K | Buy |
15,755
+55
| +0.4% | +$2.79K | 0.07% | 251 |
|
|
2023
Q3 | $783K | Sell |
15,700
-1,155
| -7% | -$60.5K | 0.07% | 253 |
|
|
2023
Q2 | $881K | Buy |
16,855
+5
| +0% | +$248 | 0.07% | 245 |
|
|
2023
Q1 | $843K | Buy |
16,850
+1,185
| +8% | +$60.4K | 0.07% | 259 |
|
|
2022
Q4 | $758K | Hold |
15,665
| – | – | 0.07% | 276 |
|
|
2022
Q3 | $687K | Buy |
15,665
+130
| +0.8% | +$6.29K | 0.07% | 255 |
|
|
2022
Q2 | $703K | Buy |
15,535
+560
| +4% | +$27.6K | 0.06% | 258 |
|
|
2022
Q1 | $804K | Hold |
14,975
| – | – | 0.06% | 253 |
|
|
2021
Q4 | $848K | Hold |
14,975
| – | – | 0.06% | 254 |
|
|
2021
Q3 | $788K | Buy |
14,975
+400
| +3% | +$21.5K | 0.06% | 256 |
|
|
2021
Q2 | $783K | Buy |
14,575
+225
| +2% | +$12.1K | 0.06% | 256 |
|
|
2021
Q1 | $747K | Hold |
14,350
| – | – | 0.07% | 236 |
|
|
2020
Q4 | $660K | Hold |
14,350
| – | – | 0.07% | 235 |
|
|
2020
Q3 | $532K | Hold |
14,350
| – | – | 0.06% | 241 |
|
|
2020
Q2 | $510K | Sell |
14,350
-1,175
| -8% | -$39K | 0.07% | 232 |
|
|
2020
Q1 | $447K | Sell |
15,525
-2,780
| -15% | -$103K | 0.07% | 227 |
|
|
2019
Q4 | $753K | Hold |
18,305
| – | – | 0.08% | 232 |
|
|
2019
Q3 | $707K | Hold |
18,305
| – | – | 0.08% | 235 |
|
|
2019
Q2 | $711K | Hold |
18,305
| – | – | 0.08% | 241 |
|
|
2019
Q1 | $693K | Sell |
18,305
-290
| -2% | -$10.7K | 0.08% | 240 |
|
|
2018
Q4 | $618K | Hold |
18,595
| – | – | 0.08% | 229 |
|
|
2018
Q3 | $749K | Sell |
18,595
-135
| -0.7% | -$5.43K | 0.08% | 234 |
|
|
2018
Q2 | $730K | Hold |
18,730
| – | – | 0.08% | 234 |
|
|
2018
Q1 | $703K | Buy |
18,730
+1,775
| +10% | +$67.9K | 0.08% | 232 |
|
|
2017
Q4 | $644K | Buy |
16,955
+840
| +5% | +$31.1K | 0.08% | 234 |
|
|
2017
Q3 | $577K | Sell |
16,115
-150
| -0.9% | -$5.22K | 0.07% | 239 |
|
|
2017
Q2 | $566K | Hold |
16,265
| – | – | 0.08% | 239 |
|
|
2017
Q1 | $557K | Hold |
16,265
| – | – | 0.08% | 240 |
|
|
2016
Q4 | $538K | Hold |
16,265
| – | – | 0.08% | 228 |
|
|
2016
Q3 | $503K | Hold |
16,265
| – | – | 0.09% | 213 |
|
|
2016
Q2 | $486K | Hold |
16,265
| – | – | 0.09% | 210 |
|
|
2016
Q1 | $469K | Hold |
16,265
| – | – | 0.09% | 213 |
|
|
2015
Q4 | $453K | Buy |
16,265
+14,650
| +907% | +$419K | 0.09% | 216 |
|
|
2015
Q3 | $44K | Hold |
1,615
| – | – | 0.01% | 408 |
|
|
2015
Q2 | $48K | Sell |
1,615
-4,725
| -75% | -$144K | 0.01% | 399 |
|
|
2015
Q1 | $193K | Hold |
6,340
| – | – | 0.04% | 280 |
|
|
2014
Q4 | $184K | Hold |
6,340
| – | – | 0.04% | 278 |
|
|
2014
Q3 | $173K | Hold |
6,340
| – | – | 0.03% | 271 |
|
|
2014
Q2 | $181K | Buy |
6,340
+1,075
| +20% | +$29.5K | 0.04% | 270 |
|
|
2014
Q1 | $145K | Buy |
+5,265
| New | +$142K | 0.03% | 289 |
|
Other funds holding IJH
North Star Investment Management's IJH Position: Q1 2026 in Review
North Star Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 13,740 shares worth $928K. The position accounts for 0.06% of the portfolio, ranked #272.
North Star Investment Management first reported a position in IJH in Q1 2014 and has held it in 49 quarters since. The position peaked at $931K in Q3 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- North Star Investment Management held 13,740 shares of iShares Core S&P Mid-Cap ETF worth $928K as of Q1 2026.
- North Star Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.06% of North Star Investment Management's portfolio in Q1 2026, its #272 holding.
- North Star Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
- North Star Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $931K in Q3 2024.
- 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.