Physician Wealth Advisors’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
$10M Buy
148,714
+1,980
+1% +$137K 1.4% 21
2025
Q4
$9.68M Buy
146,734
+5,962
+4% +$391K 1.35% 23
2025
Q3
$9.19M Sell
140,772
-1,063
-0.7% -$68.3K 1.31% 23
2025
Q2
$8.8M Buy
141,835
+3,422
+2% +$201K 1.38% 21
2025
Q1
$8.08M Sell
138,413
-21,496
-13% -$1.33M 1.39% 18
2024
Q4
$9.96M Buy
159,909
+3,868
+2% +$248K 1.68% 16
2024
Q3
$9.87M Buy
156,041
+1,284
+0.8% +$77.4K 1.78% 16
2024
Q2
$9.63M Buy
154,757
+5,697
+4% +$335K 1.78% 15
2024
Q1
$8.5M Buy
149,060
+2,825
+2% +$160K 1.79% 16
2023
Q4
$8.08M Sell
146,235
-31,060
-18% -$1.58M 1.8% 12
2023
Q3
$8.75M Buy
177,295
+34,075
+24% +$1.79M 2.25% 12
2023
Q2
$7.51M Buy
143,220
+590
+0.4% +$29.3K 1.86% 15
2023
Q1
$7.13M Buy
142,630
+60
+0% +$3.06K 1.87% 15
2022
Q4
$7.33M Sell
142,570
-815
-0.6% -$39.4K 1.98% 14
2022
Q3
$6.7M Buy
143,385
+3,725
+3% +$180K 2.06% 11
2022
Q2
$7.01M Buy
139,660
+2,620
+2% +$129K 2.03% 12
2022
Q1
$7.13M Buy
137,040
+33,705
+33% +$1.79M 1.89% 10
2021
Q4
$5.75M Buy
103,335
+8,120
+9% +$452K 1.51% 14
2021
Q3
$5.22M Buy
95,215
+4,485
+5% +$241K 1.44% 17
2021
Q2
$4.8M Buy
90,730
+1,730
+2% +$93.4K 1.37% 20
2021
Q1
$4.73M Buy
89,000
+1,720
+2% +$85.9K 1.54% 15
2020
Q4
$4.35M Buy
87,280
+4,465
+5% +$188K 1.48% 17
2020
Q3
$3.2M Buy
82,815
+7,020
+9% +$262K 1.28% 20
2020
Q2
$2.95M Buy
75,795
+31,695
+72% +$1.05M 1.19% 20
2020
Q1
$1.33M Sell
44,100
-27,845
-39% -$1.04M 0.66% 32
2019
Q4
$2.97M Buy
71,945
+4,025
+6% +$160K 1.32% 17
2019
Q3
$2.73M Buy
+67,920
New +$2.61M 1.33% 18

Other funds holding IJH

Physician Wealth Advisors's IJH Position: Q1 2026 in Review

Physician Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $137K and bringing the position to 148,714 shares worth $10M. The position accounts for 1.4% of the portfolio, ranked #21.

Physician Wealth Advisors first reported a position in IJH in Q3 2019 and has held it in 27 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Physician Wealth Advisors held 148,714 shares of iShares Core S&P Mid-Cap ETF worth $10M as of Q1 2026.
  • Physician Wealth Advisors bought 1,980 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $137K.
  • iShares Core S&P Mid-Cap ETF made up 1.4% of Physician Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Physician Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.