Regal Investment 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 | $6.37M | Sell |
94,364
-6,564
| -7% | -$455K | 0.37% | 72 |
|
|
2025
Q4 | $6.66M | Sell |
100,928
-19,243
| -16% | -$1.26M | 0.4% | 67 |
|
|
2025
Q3 | $7.84M | Buy |
120,171
+11,648
| +11% | +$749K | 0.51% | 48 |
|
|
2025
Q2 | $6.73M | Buy |
108,523
+7,508
| +7% | +$441K | 0.5% | 53 |
|
|
2025
Q1 | $5.89M | Buy |
101,015
+487
| +0.5% | +$30.2K | 0.48% | 55 |
|
|
2024
Q4 | $6.26M | Sell |
100,528
-5,676
| -5% | -$364K | 0.47% | 56 |
|
|
2024
Q3 | $6.62M | Sell |
106,204
-6,501
| -6% | -$392K | 0.46% | 54 |
|
|
2024
Q2 | $6.6M | Buy |
112,705
+1,836
| +2% | +$108K | 0.43% | 63 |
|
|
2024
Q1 | $6.73M | Buy |
110,869
+1,189
| +1% | +$67.3K | 0.46% | 57 |
|
|
2023
Q4 | $6.08M | Sell |
109,680
-13,780
| -11% | -$699K | 0.46% | 61 |
|
|
2023
Q3 | $6.16M | Buy |
123,460
+22,950
| +23% | +$1.2M | 0.52% | 52 |
|
|
2023
Q2 | $5.26M | Buy |
100,510
+3,500
| +4% | +$174K | 0.44% | 65 |
|
|
2023
Q1 | $4.85M | Buy |
97,010
+3,170
| +3% | +$162K | 0.43% | 69 |
|
|
2022
Q4 | $4.54M | Buy |
93,840
+10,280
| +12% | +$497K | 0.44% | 63 |
|
|
2022
Q3 | $3.66M | Buy |
83,560
+940
| +1% | +$45.4K | 0.39% | 71 |
|
|
2022
Q2 | $3.74M | Buy |
82,620
+95
| +0.1% | +$4.69K | 0.39% | 73 |
|
|
2022
Q1 | $4.43M | Sell |
82,525
-4,475
| -5% | -$238K | 0.41% | 65 |
|
|
2021
Q4 | $4.93M | Buy |
87,000
+3,400
| +4% | +$189K | 0.44% | 59 |
|
|
2021
Q3 | $4.4M | Sell |
83,600
-4,725
| -5% | -$254K | 0.43% | 60 |
|
|
2021
Q2 | $4.75M | Buy |
88,325
+27,035
| +44% | +$1.46M | 0.48% | 53 |
|
|
2021
Q1 | $3.19M | Sell |
61,290
-21,515
| -26% | -$1.07M | 3.23% | 10 |
|
|
2020
Q4 | $3.81M | Buy |
82,805
+14,900
| +22% | +$628K | 0.43% | 60 |
|
|
2020
Q3 | $2.52M | Sell |
67,905
-16,710
| -20% | -$625K | 2.97% | 11 |
|
|
2020
Q2 | $3.01M | Buy |
84,615
+16,375
| +24% | +$544K | 0.55% | 52 |
|
|
2020
Q1 | $1.96M | Sell |
68,240
-13,340
| -16% | -$496K | 2.88% | 11 |
|
|
2019
Q4 | $3.36M | Buy |
81,580
+1,705
| +2% | +$67.6K | 0.6% | 42 |
|
|
2019
Q3 | $3.09M | Sell |
79,875
-3,290
| -4% | -$126K | 0.6% | 40 |
|
|
2019
Q2 | $3.23M | Sell |
83,165
-7,110
| -8% | -$272K | 0.63% | 41 |
|
|
2019
Q1 | $3.42M | Buy |
90,275
+165
| +0.2% | +$6.09K | 0.7% | 40 |
|
|
2018
Q4 | $2.99M | Buy |
90,110
+1,310
| +1% | +$47.8K | 0.66% | 41 |
|
|
2018
Q3 | $3.58M | Buy |
88,800
+36,220
| +69% | +$1.46M | 0.75% | 33 |
|
|
2018
Q2 | $2.05M | Sell |
52,580
-101,640
| -66% | -$3.93M | 0.62% | 42 |
|
|
2018
Q1 | $5.79M | Buy |
154,220
+4,560
| +3% | +$174K | 1.28% | 14 |
|
|
2017
Q4 | $5.68M | Buy |
149,660
+2,270
| +2% | +$83.9K | 1.27% | 16 |
|
|
2017
Q3 | $5.27M | Buy |
147,390
+4,620
| +3% | +$161K | 1.23% | 15 |
|
|
2017
Q2 | $4.97M | Buy |
142,770
+33,050
| +30% | +$1.14M | 1.23% | 14 |
|
|
2017
Q1 | $3.76M | Sell |
109,720
-1,460
| -1% | -$49.7K | 0.98% | 25 |
|
|
2016
Q4 | $3.68M | Buy |
111,180
+66,550
| +149% | +$2.11M | 1.02% | 23 |
|
|
2016
Q3 | $1.38M | Buy |
44,630
+4,830
| +12% | +$149K | 0.39% | 82 |
|
|
2016
Q2 | $1.19M | Buy |
39,800
+3,940
| +11% | +$116K | 0.33% | 95 |
|
|
2016
Q1 | $1.03M | Sell |
35,860
-485
| -1% | -$13K | 0.28% | 102 |
|
|
2015
Q4 | $1.01M | Buy |
36,345
+6,200
| +21% | +$177K | 0.26% | 108 |
|
|
2015
Q3 | $823K | Sell |
30,145
-72,925
| -71% | -$2.12M | 0.21% | 118 |
|
|
2015
Q2 | $3.09M | Sell |
103,070
-74,290
| -42% | -$2.27M | 0.84% | 33 |
|
|
2015
Q1 | $5.39M | Buy |
177,360
+141,225
| +391% | +$4.18M | 1.33% | 11 |
|
|
2014
Q4 | $1.05M | Buy |
36,135
+4,295
| +13% | +$121K | 0.28% | 100 |
|
|
2014
Q3 | $871K | Buy |
31,840
+11,360
| +55% | +$320K | 0.26% | 100 |
|
|
2014
Q2 | $586K | Sell |
20,480
-965
| -4% | -$26.5K | 0.21% | 119 |
|
|
2014
Q1 | $590K | Buy |
21,445
+4,865
| +29% | +$131K | 0.25% | 107 |
|
|
2013
Q4 | $444K | Buy |
16,580
+5,115
| +45% | +$132K | 0.25% | 109 |
|
|
2013
Q3 | $285K | Sell |
11,465
-22,515
| -66% | -$549K | 0.17% | 139 |
|
|
2013
Q2 | $787K | Buy |
+33,980
| New | +$789K | 0.43% | 77 |
|
Other funds holding IJH
Regal Investment Advisors's IJH Position: Q1 2026 in Review
Regal Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q1 2026, selling an estimated $455K and leaving 94,364 shares worth $6.37M. The position accounts for 0.37% of the portfolio, ranked #72.
Regal Investment Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.84M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Regal Investment Advisors held 94,364 shares of iShares Core S&P Mid-Cap ETF worth $6.37M as of Q1 2026.
- Regal Investment Advisors sold 6,564 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $455K.
- iShares Core S&P Mid-Cap ETF made up 0.37% of Regal Investment Advisors's portfolio in Q1 2026, its #72 holding.
- Regal Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Regal Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $7.84M in Q3 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.