Phillips Financial 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 | $37.3M | Sell |
551,833
-192,004
| -26% | -$13.3M | 2.7% | 10 |
|
|
2025
Q4 | $49.1M | Sell |
743,837
-30,128
| -4% | -$1.97M | 3.16% | 7 |
|
|
2025
Q3 | $50.5M | Sell |
773,965
-6,505
| -0.8% | -$418K | 3.33% | 5 |
|
|
2025
Q2 | $48.4M | Sell |
780,470
-8,857
| -1% | -$520K | 3.51% | 5 |
|
|
2025
Q1 | $46.1M | Sell |
789,327
-44,502
| -5% | -$2.76M | 3.56% | 5 |
|
|
2024
Q4 | $52M | Sell |
833,829
-204,050
| -20% | -$13.1M | 4.09% | 5 |
|
|
2024
Q3 | $64.7M | Sell |
1,037,879
-63,385
| -6% | -$3.82M | 5.02% | 2 |
|
|
2024
Q2 | $64.4M | Sell |
1,101,264
-53,725
| -5% | -$3.16M | 5.32% | 2 |
|
|
2024
Q1 | $70.2M | Sell |
1,154,989
-39,631
| -3% | -$2.24M | 5.74% | 2 |
|
|
2023
Q4 | $66.2M | Sell |
1,194,620
-2,545
| -0.2% | -$129K | 5.75% | 2 |
|
|
2023
Q3 | $59.7M | Sell |
1,197,165
-28,520
| -2% | -$1.49M | 5.66% | 2 |
|
|
2023
Q2 | $64.1M | Sell |
1,225,685
-36,975
| -3% | -$1.84M | 5.95% | 2 |
|
|
2023
Q1 | $63.2M | Sell |
1,262,660
-9,275
| -0.7% | -$473K | 6.1% | 2 |
|
|
2022
Q4 | $61.5M | Buy |
1,271,935
+28,025
| +2% | +$1.35M | 6.26% | 2 |
|
|
2022
Q3 | $54.5M | Sell |
1,243,910
-49,600
| -4% | -$2.4M | 6.01% | 2 |
|
|
2022
Q2 | $58.5M | Sell |
1,293,510
-31,800
| -2% | -$1.57M | 6.34% | 2 |
|
|
2022
Q1 | $71.1M | Buy |
1,325,310
+66,805
| +5% | +$3.56M | 6.73% | 2 |
|
|
2021
Q4 | $71.3M | Buy |
1,258,505
+32,110
| +3% | +$1.79M | 6.98% | 2 |
|
|
2021
Q3 | $64.5M | Buy |
1,226,395
+58,430
| +5% | +$3.14M | 6.68% | 2 |
|
|
2021
Q2 | $62.8M | Buy |
1,167,965
+9,385
| +0.8% | +$507K | 6.47% | 2 |
|
|
2021
Q1 | $60.3M | Sell |
1,158,580
-25,095
| -2% | -$1.25M | 7.42% | 2 |
|
|
2020
Q4 | $54.4M | Sell |
1,183,675
-280
| -0% | -$11.8K | 7.43% | 2 |
|
|
2020
Q3 | $43.9M | Sell |
1,183,955
-13,020
| -1% | -$487K | 6.87% | 3 |
|
|
2020
Q2 | $42.6M | Buy |
1,196,975
+6,220
| +0.5% | +$207K | 6.97% | 3 |
|
|
2020
Q1 | $32.3M | Sell |
1,190,755
-178,930
| -13% | -$6.65M | 6.4% | 3 |
|
|
2019
Q4 | $56.4M | Buy |
1,369,685
+21,295
| +2% | +$844K | 9.24% | 2 |
|
|
2019
Q3 | $52.1M | Buy |
1,348,390
+36,755
| +3% | +$1.41M | 9.16% | 2 |
|
|
2019
Q2 | $51.1M | Buy |
1,311,635
+21,090
| +2% | +$808K | 9.36% | 2 |
|
|
2019
Q1 | $49.5M | Buy |
1,290,545
+41,880
| +3% | +$1.55M | 9.45% | 2 |
|
|
2018
Q4 | $41.5M | Sell |
1,248,665
-35,225
| -3% | -$1.29M | 8.86% | 2 |
|
|
2018
Q3 | $51.3M | Sell |
1,283,890
-15,675
| -1% | -$630K | 10.55% | 1 |
|
|
2018
Q2 | $50.6M | Sell |
1,299,565
-1,455
| -0.1% | -$56.2K | 10.7% | 1 |
|
|
2018
Q1 | $48.1M | Buy |
1,301,020
+12,850
| +1% | +$492K | 10.43% | 1 |
|
|
2017
Q4 | $49.8M | Sell |
1,288,170
-7,470
| -0.6% | -$276K | 10.49% | 1 |
|
|
2017
Q3 | $46.4M | Buy |
1,295,640
+12,720
| +1% | +$443K | 10.15% | 1 |
|
|
2017
Q2 | $45.9M | Buy |
1,282,920
+28,710
| +2% | +$991K | 10.47% | 1 |
|
|
2017
Q1 | $42M | Buy |
1,254,210
+14,110
| +1% | +$480K | 10.18% | 1 |
|
|
2016
Q4 | $41.7M | Buy |
1,240,100
+40
| +0% | +$1.27K | 10.43% | 1 |
|
|
2016
Q3 | $37.6M | Sell |
1,240,060
-8,625
| -0.7% | -$267K | 9.99% | 1 |
|
|
2016
Q2 | $38.4M | Sell |
1,248,685
-8,080
| -0.6% | -$237K | 10.29% | 1 |
|
|
2016
Q1 | $36.4M | Buy |
1,256,765
+40,795
| +3% | +$1.09M | 10.1% | 1 |
|
|
2015
Q4 | $30.9M | Buy |
1,215,970
+30,950
| +3% | +$884K | 9.35% | 1 |
|
|
2015
Q3 | $33.3M | Sell |
1,185,020
-2,175
| -0.2% | -$63.2K | 9.7% | 1 |
|
|
2015
Q2 | $35.7M | Buy |
1,187,195
+11,335
| +1% | +$346K | 9.87% | 1 |
|
|
2015
Q1 | $35.9M | Sell |
1,175,860
-2,250
| -0.2% | -$66.6K | 9.81% | 1 |
|
|
2014
Q4 | $33.6M | Buy |
1,178,110
+42,705
| +4% | +$1.2M | 9.63% | 1 |
|
|
2014
Q3 | $29.6M | Sell |
1,135,405
-4,735
| -0.4% | -$133K | 8.93% | 1 |
|
|
2014
Q2 | $32.2M | Buy |
1,140,140
+705
| +0.1% | +$19.4K | 9.61% | 1 |
|
|
2014
Q1 | $30.7M | Sell |
1,139,435
-13,470
| -1% | -$362K | 9.65% | 1 |
|
|
2013
Q4 | $30.7M | Sell |
1,152,905
-8,005
| -0.7% | -$207K | 10.17% | 1 |
|
|
2013
Q3 | $29.1M | Buy |
1,160,910
+3,560
| +0.3% | +$86.9K | 10.3% | 1 |
|
|
2013
Q2 | $28.2M | Buy |
+1,157,350
| New | +$26.9M | 10.26% | 1 |
|
Other funds holding IJH
Phillips Financial Management's IJH Position: Q1 2026 in Review
Phillips Financial Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q1 2026, selling an estimated $13.3M and leaving 551,833 shares worth $37.3M. The position accounts for 2.7% of the portfolio, ranked #10.
Phillips Financial Management first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $71.3M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Phillips Financial Management held 551,833 shares of iShares Core S&P Mid-Cap ETF worth $37.3M as of Q1 2026.
- Phillips Financial Management sold 192,004 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $13.3M.
- iShares Core S&P Mid-Cap ETF made up 2.7% of Phillips Financial Management's portfolio in Q1 2026, its #10 holding.
- Phillips Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Phillips Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $71.3M 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 Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.