Perigon Wealth 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 | $16.3M | Sell |
241,522
-36,945
| -13% | -$2.56M | 0.3% | 70 |
|
|
2025
Q4 | $18.4M | Sell |
278,467
-10,201
| -4% | -$668K | 0.33% | 61 |
|
|
2025
Q3 | $18.8M | Sell |
288,668
-13,568
| -4% | -$872K | 0.38% | 52 |
|
|
2025
Q2 | $18.7M | Sell |
302,236
-26,244
| -8% | -$1.54M | 0.44% | 48 |
|
|
2025
Q1 | $19.2M | Sell |
328,480
-119,064
| -27% | -$7.39M | 0.49% | 42 |
|
|
2024
Q4 | $28.8M | Sell |
447,544
-24,957
| -5% | -$1.6M | 0.71% | 23 |
|
|
2024
Q3 | $29.4M | Buy |
472,501
+2,362
| +0.5% | +$142K | 0.78% | 20 |
|
|
2024
Q2 | $27.5M | Buy |
470,139
+759
| +0.2% | +$44.6K | 0.8% | 20 |
|
|
2024
Q1 | $28.5M | Buy |
469,380
+18,205
| +4% | +$1.03M | 0.86% | 19 |
|
|
2023
Q4 | $25M | Sell |
451,175
-28,700
| -6% | -$1.46M | 0.82% | 19 |
|
|
2023
Q3 | $23.9M | Buy |
479,875
+68,585
| +17% | +$3.59M | 0.97% | 16 |
|
|
2023
Q2 | $21.5M | Buy |
411,290
+97,525
| +31% | +$4.85M | 0.85% | 17 |
|
|
2023
Q1 | $15.7M | Sell |
313,765
-2,580
| -0.8% | -$131K | 0.89% | 17 |
|
|
2022
Q4 | $15.3M | Buy |
316,345
+260,310
| +465% | +$12.6M | 0.95% | 16 |
|
|
2022
Q3 | $2.46M | Sell |
56,035
-4,720
| -8% | -$228K | 0.21% | 99 |
|
|
2022
Q2 | $2.75M | Buy |
60,755
+1,745
| +3% | +$86.1K | 0.23% | 92 |
|
|
2022
Q1 | $3.17M | Buy |
59,010
+950
| +2% | +$50.6K | 0.22% | 87 |
|
|
2021
Q4 | $3.29M | Buy |
58,060
+17,225
| +42% | +$959K | 0.24% | 89 |
|
|
2021
Q3 | $2.15M | Sell |
40,835
-1,170
| -3% | -$62.9K | 0.19% | 108 |
|
|
2021
Q2 | $2.26M | Sell |
42,005
-2,410
| -5% | -$130K | 0.2% | 95 |
|
|
2021
Q1 | $2.31M | Sell |
44,415
-1,000
| -2% | -$49.9K | 0.24% | 90 |
|
|
2020
Q4 | $2.09M | Sell |
45,415
-1,015
| -2% | -$42.8K | 0.24% | 76 |
|
|
2020
Q3 | $1.72M | Sell |
46,430
-9,415
| -17% | -$352K | 0.24% | 75 |
|
|
2020
Q2 | $1.99M | Sell |
55,845
-1,040
| -2% | -$34.5K | 0.31% | 63 |
|
|
2020
Q1 | $1.8M | Buy |
+56,885
| New | +$2.11M | 0.33% | 63 |
|
|
2019
Q3 | – | Sell |
-6,550
| Closed | -$254K | – | 252 |
|
|
2019
Q2 | $254K | Buy |
6,550
+155
| +2% | +$5.94K | 0.06% | 197 |
|
|
2019
Q1 | $250K | Hold |
6,395
| – | – | 0.06% | 185 |
|
|
2018
Q4 | $232K | Buy |
+6,395
| New | +$233K | 0.06% | 195 |
|
|
2018
Q2 | – | Sell |
-14,885
| Closed | -$558K | – | 418 |
|
|
2018
Q1 | $558K | Buy |
14,885
+10,270
| +223% | +$393K | 0.21% | 80 |
|
|
2017
Q4 | $175K | Sell |
4,615
-90
| -2% | -$3.33K | 0.07% | 151 |
|
|
2017
Q3 | $168K | Sell |
4,705
-45
| -0.9% | -$1.57K | 0.05% | 212 |
|
|
2017
Q2 | $165K | Sell |
4,750
-11,540
| -71% | -$398K | 0.04% | 253 |
|
|
2017
Q1 | $558K | Sell |
16,290
-1,885
| -10% | -$64.2K | 0.12% | 169 |
|
|
2016
Q4 | $631K | Buy |
+18,175
| New | +$576K | 0.14% | 146 |
|
|
2016
Q3 | – | Sell |
-8,060
| Closed | -$241K | – | 621 |
|
|
2016
Q2 | $241K | Buy |
+8,060
| New | +$236K | 0.06% | 188 |
|
|
2016
Q1 | – | Sell |
-8,060
| Closed | -$225K | – | 286 |
|
|
2015
Q4 | $225K | Hold |
8,060
| – | – | 0.06% | 200 |
|
|
2015
Q3 | $220K | Sell |
8,060
-7,670
| -49% | -$223K | 0.07% | 198 |
|
|
2015
Q2 | $472K | Buy |
15,730
+2,190
| +16% | +$66.8K | 0.12% | 148 |
|
|
2015
Q1 | $412K | Buy |
13,540
+35
| +0.3% | +$1.03K | 0.11% | 157 |
|
|
2014
Q4 | $391K | Buy |
13,505
+2,300
| +21% | +$64.6K | 0.12% | 147 |
|
|
2014
Q3 | $306K | Sell |
11,205
-815
| -7% | -$23K | 0.09% | 156 |
|
|
2014
Q2 | $344K | Sell |
12,020
-90
| -0.7% | -$2.47K | 0.1% | 150 |
|
|
2014
Q1 | $333K | Sell |
12,110
-80
| -0.7% | -$2.15K | 0.18% | 97 |
|
|
2013
Q4 | $326K | Buy |
+12,190
| New | +$315K | 0.18% | 97 |
|
Other funds holding IJH
Perigon Wealth Management's IJH Position: Q1 2026 in Review
Perigon Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, selling an estimated $2.56M and leaving 241,522 shares worth $16.3M. The position accounts for 0.3% of the portfolio, ranked #70.
Perigon Wealth Management first reported a position in IJH in Q4 2013 and has held it in 44 quarters since. The position peaked at $29.4M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Perigon Wealth Management held 241,522 shares of iShares Core S&P Mid-Cap ETF worth $16.3M as of Q1 2026.
- Perigon Wealth Management sold 36,945 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.56M.
- iShares Core S&P Mid-Cap ETF made up 0.3% of Perigon Wealth Management's portfolio in Q1 2026, its #70 holding.
- Perigon Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 44 quarters since.
- Perigon Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $29.4M in Q3 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.