Rice Partnership’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
$12.2M Buy
180,142
+14,521
+9% +$1.01M 1.66% 18
2025
Q4
$10.9M Buy
165,621
+14,442
+10% +$946K 1.48% 18
2025
Q3
$9.87M Buy
151,179
+950
+0.6% +$61.1K 1.4% 22
2025
Q2
$9.32M Buy
150,229
+11,588
+8% +$680K 1.62% 19
2025
Q1
$8.09M Buy
138,641
+37,067
+36% +$2.3M 1.66% 20
2024
Q4
$6.33M Buy
+101,574
New +$6.51M 1.21% 27
2020
Q2
Sell
-1,645
Closed -$47K 95
2020
Q1
$47K Sell
1,645
-755
-31% -$28.1K 0.03% 76
2019
Q4
$99K Hold
2,400
0.05% 79
2019
Q3
$93K Hold
2,400
0.06% 81
2019
Q2
$93K Buy
+2,400
New +$92K 0.06% 84

Other funds holding IJH

Rice Partnership's IJH Position: Q1 2026 in Review

Rice Partnership increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q1 2026, buying an estimated $1.01M and bringing the position to 180,142 shares worth $12.2M. The position accounts for 1.66% of the portfolio, ranked #18.

Rice Partnership first reported a position in IJH in Q2 2019 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Rice Partnership held 180,142 shares of iShares Core S&P Mid-Cap ETF worth $12.2M as of Q1 2026.
  • Rice Partnership bought 14,521 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.01M.
  • iShares Core S&P Mid-Cap ETF made up 1.66% of Rice Partnership's portfolio in Q1 2026, its #18 holding.
  • Rice Partnership first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 10 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.