Ritholtz 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
Q2 | $1.85M | Buy |
23,960
+1,980
| +9% | +$145K | 0.03% | 436 |
|
|
2026
Q1 | $1.48M | Buy |
21,980
+345
| +2% | +$23.9K | 0.03% | 450 |
|
|
2025
Q4 | $1.43M | Sell |
21,635
-243
| -1% | -$15.9K | 0.03% | 420 |
|
|
2025
Q3 | $1.43M | Sell |
21,878
-8
| -0% | -$514 | 0.03% | 418 |
|
|
2025
Q2 | $1.36M | Buy |
21,886
+3,366
| +18% | +$198K | 0.03% | 390 |
|
|
2025
Q1 | $1.08M | Buy |
18,520
+6,848
| +59% | +$425K | 0.03% | 384 |
|
|
2024
Q4 | $727K | Sell |
11,672
-696
| -6% | -$44.6K | 0.02% | 464 |
|
|
2024
Q3 | $771K | Sell |
12,368
-3,375
| -21% | -$204K | 0.02% | 437 |
|
|
2024
Q2 | $921K | Buy |
15,743
+1,191
| +8% | +$70K | 0.03% | 367 |
|
|
2024
Q1 | $884K | Buy |
14,552
+3,462
| +31% | +$196K | 0.03% | 390 |
|
|
2023
Q4 | $615K | Buy |
11,090
+1,215
| +12% | +$61.6K | 0.02% | 444 |
|
|
2023
Q3 | $492K | Sell |
9,875
-730
| -7% | -$38.3K | 0.02% | 461 |
|
|
2023
Q2 | $555K | Buy |
10,605
+1,620
| +18% | +$80.5K | 0.03% | 412 |
|
|
2023
Q1 | $450K | Hold |
8,985
| – | – | 0.02% | 432 |
|
|
2022
Q4 | $435K | Hold |
8,985
| – | – | 0.02% | 391 |
|
|
2022
Q3 | $394K | Sell |
8,985
-225
| -2% | -$10.9K | 0.02% | 461 |
|
|
2022
Q2 | $417K | Buy |
9,210
+225
| +3% | +$11.1K | 0.03% | 356 |
|
|
2022
Q1 | $482K | Buy |
8,985
+3,065
| +52% | +$163K | 0.03% | 314 |
|
|
2021
Q4 | $335K | Hold |
5,920
| – | – | 0.02% | 387 |
|
|
2021
Q3 | $311K | Sell |
5,920
-175
| -3% | -$9.41K | 0.02% | 364 |
|
|
2021
Q2 | $328K | Buy |
6,095
+145
| +2% | +$7.83K | 0.02% | 348 |
|
|
2021
Q1 | $310K | Buy |
+5,950
| New | +$297K | 0.03% | 296 |
|
|
2020
Q2 | – | Sell |
-7,645
| Closed | -$220K | – | 300 |
|
|
2020
Q1 | $220K | Sell |
7,645
-405,730
| -98% | -$15.1M | 0.04% | 137 |
|
|
2019
Q4 | $17M | Buy |
413,375
+21,990
| +6% | +$871K | 2.48% | 11 |
|
|
2019
Q3 | $15.1M | Buy |
391,385
+380,935
| +3,645% | +$14.6M | 2.46% | 11 |
|
|
2019
Q2 | $406K | Sell |
10,450
-334,795
| -97% | -$12.8M | 0.07% | 84 |
|
|
2019
Q1 | $13.1M | Buy |
+345,245
| New | +$12.7M | 2.4% | 11 |
|
|
2018
Q4 | – | Sell |
-317,250
| Closed | -$12.8M | – | 125 |
|
|
2018
Q3 | $12.8M | Buy |
317,250
+18,505
| +6% | +$744K | 3.23% | 10 |
|
|
2018
Q2 | $11.6M | Buy |
298,745
+16,635
| +6% | +$643K | 3.16% | 10 |
|
|
2018
Q1 | $10.6M | Buy |
282,110
+27,795
| +11% | +$1.06M | 3.02% | 10 |
|
|
2017
Q4 | $9.65M | Buy |
254,315
+26,685
| +12% | +$987K | 2.86% | 13 |
|
|
2017
Q3 | $8.14M | Buy |
227,630
+29,320
| +15% | +$1.02M | 3.05% | 13 |
|
|
2017
Q2 | $6.9M | Buy |
+198,310
| New | +$6.85M | 2.9% | 13 |
|
|
2016
Q4 | $5.28M | Buy |
+159,710
| New | +$5.06M | 2.7% | 13 |
|
Other funds holding IJH
Ritholtz Wealth Management's IJH Position: Q2 2026 in Review
Ritholtz Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q2 2026, buying an estimated $145K and bringing the position to 23,960 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #436.
Ritholtz Wealth Management first reported a position in IJH in Q4 2016 and has held it in 34 quarters since. The position peaked at $17M in Q4 2019. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Ritholtz Wealth Management held 23,960 shares of iShares Core S&P Mid-Cap ETF worth $1.85M as of Q2 2026.
- Ritholtz Wealth Management bought 1,980 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $145K.
- iShares Core S&P Mid-Cap ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #436 holding.
- Ritholtz Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 34 quarters since.
- Ritholtz Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $17M in Q4 2019.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.