Sandy Cove 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
Q2
$21.9M Buy
284,311
+164,026
+136% +$12M 5.48% 4
2026
Q1
$8.12M Buy
120,285
+31,972
+36% +$2.22M 2.43% 12
2025
Q4
$5.83M Sell
88,313
-2,452
-3% -$161K 1.73% 16
2025
Q3
$5.92M Sell
90,765
-743
-0.8% -$47.7K 1.89% 15
2025
Q2
$5.68M Buy
91,508
+2,235
+3% +$131K 2.05% 14
2025
Q1
$5.21M Sell
89,273
-484
-0.5% -$30.1K 2.09% 13
2024
Q4
$5.59M Buy
89,757
+495
+0.6% +$31.7K 2.2% 14
2024
Q3
$5.56M Buy
89,262
+7,949
+10% +$479K 2.27% 13
2024
Q2
$4.76M Buy
81,313
+5,669
+7% +$333K 2.12% 14
2024
Q1
$4.59M Buy
75,644
+1,819
+2% +$103K 2.12% 14
2023
Q4
$4.09M Buy
73,825
+56,070
+316% +$2.84M 2.1% 16
2023
Q3
$886K Sell
17,755
-605
-3% -$31.7K 0.51% 39
2023
Q2
$960K Buy
18,360
+5,470
+42% +$272K 0.55% 37
2023
Q1
$645K Sell
12,890
-2,185
-14% -$111K 0.47% 42
2022
Q4
$729K Buy
15,075
+4,730
+46% +$229K 0.59% 32
2022
Q3
$454K Buy
10,345
+5,560
+116% +$269K 0.41% 41
2022
Q2
$217K Buy
4,785
+350
+8% +$17.3K 0.2% 67
2022
Q1
$238K Buy
4,435
+5
+0.1% +$266 0.2% 72
2021
Q4
$251K Buy
+4,430
New +$247K 0.21% 63

Other funds holding IJH

Sandy Cove Advisors's IJH Position: Q2 2026 in Review

Sandy Cove Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 136% in Q2 2026, buying an estimated $12M and bringing the position to 284,311 shares worth $21.9M. The position accounts for 5.48% of the portfolio, ranked #4.

Sandy Cove Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sandy Cove Advisors held 284,311 shares of iShares Core S&P Mid-Cap ETF worth $21.9M as of Q2 2026.
  • Sandy Cove Advisors bought 164,026 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12M.
  • iShares Core S&P Mid-Cap ETF made up 5.48% of Sandy Cove Advisors's portfolio in Q2 2026, its #4 holding.
  • Sandy Cove Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.