Peak Asset 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 | $451K | Sell |
6,675
-600
| -8% | -$41.6K | 0.08% | 104 |
|
|
2025
Q4 | $480K | Hold |
7,275
| – | – | 0.08% | 100 |
|
|
2025
Q3 | $475K | Hold |
7,275
| – | – | 0.08% | 101 |
|
|
2025
Q2 | $451K | Hold |
7,275
| – | – | 0.08% | 101 |
|
|
2025
Q1 | $425K | Sell |
7,275
-475
| -6% | -$29.5K | 0.08% | 102 |
|
|
2024
Q4 | $483K | Hold |
7,750
| – | – | 0.09% | 95 |
|
|
2024
Q3 | $483K | Hold |
7,750
| – | – | 0.09% | 96 |
|
|
2024
Q2 | $454K | Sell |
7,750
-1,560
| -17% | -$91.6K | 0.09% | 99 |
|
|
2024
Q1 | $565K | Hold |
9,310
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $516K | Hold |
9,310
| – | – | 0.11% | 93 |
|
|
2023
Q3 | $464K | Sell |
9,310
-1,245
| -12% | -$65.2K | 0.11% | 92 |
|
|
2023
Q2 | $552K | Buy |
10,555
+95
| +0.9% | +$4.72K | 0.13% | 90 |
|
|
2023
Q1 | $523K | Hold |
10,460
| – | – | 0.13% | 92 |
|
|
2022
Q4 | $506K | Sell |
10,460
-600
| -5% | -$29K | 0.13% | 87 |
|
|
2022
Q3 | $485K | Buy |
11,060
+675
| +6% | +$32.6K | 0.14% | 86 |
|
|
2022
Q2 | $470K | Sell |
10,385
-130
| -1% | -$6.42K | 0.13% | 90 |
|
|
2022
Q1 | $564K | Hold |
10,515
| – | – | 0.13% | 84 |
|
|
2021
Q4 | $595K | Hold |
10,515
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $553K | Buy |
10,515
+360
| +4% | +$19.4K | 0.14% | 88 |
|
|
2021
Q2 | $546K | Buy |
10,155
+460
| +5% | +$24.8K | 0.14% | 89 |
|
|
2021
Q1 | $505K | Sell |
9,695
-325
| -3% | -$16.2K | 0.12% | 100 |
|
|
2020
Q4 | $461K | Buy |
10,020
+450
| +5% | +$19K | 0.12% | 96 |
|
|
2020
Q3 | $355K | Hold |
9,570
| – | – | 0.11% | 98 |
|
|
2020
Q2 | $340K | Sell |
9,570
-710
| -7% | -$23.6K | 0.11% | 91 |
|
|
2020
Q1 | $296K | Buy |
10,280
+820
| +9% | +$30.5K | 0.11% | 84 |
|
|
2019
Q4 | $389K | Hold |
9,460
| – | – | 0.12% | 84 |
|
|
2019
Q3 | $366K | Hold |
9,460
| – | – | 0.12% | 87 |
|
|
2019
Q2 | $368K | Buy |
9,460
+250
| +3% | +$9.58K | 0.12% | 91 |
|
|
2019
Q1 | $349K | Hold |
9,210
| – | – | 0.12% | 92 |
|
|
2018
Q4 | $306K | Buy |
9,210
+1,645
| +22% | +$60K | 0.11% | 94 |
|
|
2018
Q3 | $305K | Hold |
7,565
| – | – | 0.1% | 98 |
|
|
2018
Q2 | $295K | Hold |
7,565
| – | – | 0.11% | 100 |
|
|
2018
Q1 | $284K | Hold |
7,565
| – | – | 0.1% | 100 |
|
|
2017
Q4 | $287K | Buy |
7,565
+375
| +5% | +$13.9K | 0.11% | 102 |
|
|
2017
Q3 | $257K | Hold |
7,190
| – | – | 0.09% | 118 |
|
|
2017
Q2 | $250K | Sell |
7,190
-1,625
| -18% | -$56.1K | 0.09% | 117 |
|
|
2017
Q1 | $302K | Buy |
8,815
+365
| +4% | +$12.4K | 0.11% | 117 |
|
|
2016
Q4 | $279K | Buy |
8,450
+885
| +12% | +$28.1K | 0.11% | 119 |
|
|
2016
Q3 | $234K | Buy |
+7,565
| New | +$234K | 0.1% | 122 |
|
|
2015
Q1 | – | Sell |
-7,000
| Closed | -$203K | – | 122 |
|
|
2014
Q4 | $203K | Buy |
+7,000
| New | +$197K | 0.11% | 106 |
|
Other funds holding IJH
Peak Asset Management's IJH Position: Q1 2026 in Review
Peak Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q1 2026, selling an estimated $41.6K and leaving 6,675 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #104.
Peak Asset Management first reported a position in IJH in Q4 2014 and has held it in 40 quarters since. The position peaked at $595K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Peak Asset Management held 6,675 shares of iShares Core S&P Mid-Cap ETF worth $451K as of Q1 2026.
- Peak Asset Management sold 600 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $41.6K.
- iShares Core S&P Mid-Cap ETF made up 0.08% of Peak Asset Management's portfolio in Q1 2026, its #104 holding.
- Peak Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 40 quarters since.
- Peak Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $595K in Q4 2021.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.