Rock Point 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
$305K Buy
4,516
+452
+11% +$31.4K 0.08% 91
2025
Q4
$268K Buy
4,064
+304
+8% +$19.9K 0.07% 101
2025
Q3
$245K Buy
3,760
+268
+8% +$17.2K 0.07% 101
2025
Q2
$217K Buy
+3,492
New +$205K 0.06% 103

Other funds holding IJH

Rock Point Advisors's IJH Position: Q1 2026 in Review

Rock Point Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, buying an estimated $31.4K and bringing the position to 4,516 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #91.

Rock Point Advisors first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Rock Point Advisors held 4,516 shares of iShares Core S&P Mid-Cap ETF worth $305K as of Q1 2026.
  • Rock Point Advisors bought 452 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $31.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Rock Point Advisors's portfolio in Q1 2026, its #91 holding.
  • Rock Point Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Rock Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.