Novare Capital 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
Q2 | $3.31M | Sell |
42,969
-3,088
| -7% | -$227K | 0.24% | 76 |
|
|
2026
Q1 | $3.11M | Sell |
46,057
-97,883
| -68% | -$6.79M | 0.25% | 75 |
|
|
2025
Q4 | $9.5M | Buy |
143,940
+1,969
| +1% | +$129K | 0.71% | 50 |
|
|
2025
Q3 | $9.27M | Buy |
141,971
+2,194
| +2% | +$141K | 0.71% | 53 |
|
|
2025
Q2 | $8.67M | Buy |
139,777
+2,998
| +2% | +$176K | 0.7% | 55 |
|
|
2025
Q1 | $7.98M | Buy |
136,779
+7,225
| +6% | +$449K | 0.7% | 55 |
|
|
2024
Q4 | $8.07M | Buy |
129,554
+12,486
| +11% | +$801K | 0.68% | 53 |
|
|
2024
Q3 | $7.3M | Buy |
117,068
+4,852
| +4% | +$293K | 0.62% | 62 |
|
|
2024
Q2 | $6.57M | Sell |
112,216
-20,928
| -16% | -$1.23M | 0.59% | 63 |
|
|
2024
Q1 | $8.09M | Buy |
133,144
+45,999
| +53% | +$2.6M | 0.73% | 56 |
|
|
2023
Q4 | $4.83M | Sell |
87,145
-3,030
| -3% | -$154K | 0.49% | 68 |
|
|
2023
Q3 | $4.5M | Sell |
90,175
-5,985
| -6% | -$314K | 0.51% | 66 |
|
|
2023
Q2 | $5.03M | Sell |
96,160
-3,935
| -4% | -$196K | 0.54% | 68 |
|
|
2023
Q1 | $5.01M | Sell |
100,095
-1,010
| -1% | -$51.5K | 0.57% | 67 |
|
|
2022
Q4 | $4.89M | Buy |
101,105
+3,150
| +3% | +$152K | 0.58% | 63 |
|
|
2022
Q3 | $4.3M | Sell |
97,955
-515
| -0.5% | -$24.9K | 0.55% | 68 |
|
|
2022
Q2 | $4.46M | Sell |
98,470
-2,340
| -2% | -$116K | 0.55% | 70 |
|
|
2022
Q1 | $5.41M | Buy |
100,810
+2,820
| +3% | +$150K | 0.58% | 71 |
|
|
2021
Q4 | $5.55M | Sell |
97,990
-3,015
| -3% | -$168K | 0.56% | 72 |
|
|
2021
Q3 | $5.31M | Sell |
101,005
-9,330
| -8% | -$502K | 0.59% | 74 |
|
|
2021
Q2 | $5.93M | Sell |
110,335
-3,150
| -3% | -$170K | 0.66% | 70 |
|
|
2021
Q1 | $5.91M | Buy |
113,485
+9,205
| +9% | +$460K | 0.71% | 70 |
|
|
2020
Q4 | $4.79M | Sell |
104,280
-3,415
| -3% | -$144K | 0.62% | 70 |
|
|
2020
Q3 | $3.99M | Sell |
107,695
-14,370
| -12% | -$537K | 0.56% | 72 |
|
|
2020
Q2 | $4.34M | Sell |
122,065
-10,675
| -8% | -$354K | 0.65% | 67 |
|
|
2020
Q1 | $3.82M | Sell |
132,740
-8,975
| -6% | -$334K | 0.67% | 67 |
|
|
2019
Q4 | $5.83M | Sell |
141,715
-605
| -0.4% | -$24K | 0.81% | 54 |
|
|
2019
Q3 | $5.5M | Sell |
142,320
-3,600
| -2% | -$138K | 0.82% | 54 |
|
|
2019
Q2 | $5.67M | Sell |
145,920
-3,180
| -2% | -$122K | 0.86% | 51 |
|
|
2019
Q1 | $5.65M | Sell |
149,100
-1,930
| -1% | -$71.3K | 0.88% | 53 |
|
|
2018
Q4 | $5.02M | Sell |
151,030
-2,970
| -2% | -$108K | 0.92% | 46 |
|
|
2018
Q3 | $6.2M | Buy |
154,000
+40
| +0% | +$1.61K | 0.99% | 42 |
|
|
2018
Q2 | $6M | Buy |
153,960
+610
| +0.4% | +$23.6K | 1.02% | 41 |
|
|
2018
Q1 | $5.75M | Sell |
153,350
-9,190
| -6% | -$352K | 1.01% | 39 |
|
|
2017
Q4 | $6.17M | Sell |
162,540
-15,645
| -9% | -$579K | 1.05% | 37 |
|
|
2017
Q3 | $6.38M | Sell |
178,185
-20,735
| -10% | -$722K | 1.12% | 33 |
|
|
2017
Q2 | $6.92M | Sell |
198,920
-31,280
| -14% | -$1.08M | 1.56% | 18 |
|
|
2017
Q1 | $7.88M | Buy |
230,200
+980
| +0.4% | +$33.4K | 1.83% | 7 |
|
|
2016
Q4 | $7.58M | Buy |
229,220
+10,230
| +5% | +$324K | 1.86% | 7 |
|
|
2016
Q3 | $6.78M | Buy |
218,990
+5,270
| +2% | +$163K | 1.77% | 11 |
|
|
2016
Q2 | $6.39M | Sell |
213,720
-605
| -0.3% | -$17.7K | 1.72% | 14 |
|
|
2016
Q1 | $6.18M | Sell |
214,325
-11,160
| -5% | -$298K | 1.74% | 16 |
|
|
2015
Q4 | $6.28M | Buy |
225,485
+5,890
| +3% | +$168K | 1.72% | 18 |
|
|
2015
Q3 | $6M | Buy |
219,595
+7,620
| +4% | +$222K | 1.65% | 19 |
|
|
2015
Q2 | $6.36M | Buy |
211,975
+5,065
| +2% | +$154K | 1.57% | 25 |
|
|
2015
Q1 | $6.29M | Buy |
206,910
+4,225
| +2% | +$125K | 1.56% | 23 |
|
|
2014
Q4 | $5.87M | Buy |
202,685
+1,885
| +0.9% | +$53K | 1.46% | 29 |
|
|
2014
Q3 | $5.49M | Buy |
200,800
+3,665
| +2% | +$103K | 1.34% | 31 |
|
|
2014
Q2 | $5.64M | Buy |
197,135
+660
| +0.3% | +$18.1K | 1.37% | 29 |
|
|
2014
Q1 | $5.4M | Buy |
196,475
+12,175
| +7% | +$328K | 1.44% | 24 |
|
|
2013
Q4 | $4.93M | Buy |
184,300
+17,000
| +10% | +$439K | 1.36% | 27 |
|
|
2013
Q3 | $4.15M | Sell |
167,300
-3,815
| -2% | -$93.1K | 1.29% | 31 |
|
|
2013
Q2 | $3.95M | Buy |
+171,115
| New | +$3.97M | 1.33% | 30 |
|
Other funds holding IJH
Novare Capital Management's IJH Position: Q2 2026 in Review
Novare Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.7% in Q2 2026, selling an estimated $227K and leaving 42,969 shares worth $3.31M. The position accounts for 0.24% of the portfolio, ranked #76.
Novare Capital Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.5M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Novare Capital Management held 42,969 shares of iShares Core S&P Mid-Cap ETF worth $3.31M as of Q2 2026.
- Novare Capital Management sold 3,088 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $227K.
- iShares Core S&P Mid-Cap ETF made up 0.24% of Novare Capital Management's portfolio in Q2 2026, its #76 holding.
- Novare Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Novare Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $9.5M in Q4 2025.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.