Segment 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 | $639K | Hold |
8,285
| – | – | 0.03% | 207 |
|
|
2026
Q1 | $559K | Sell |
8,285
-1,900
| -19% | -$132K | 0.03% | 207 |
|
|
2025
Q4 | $672K | Buy |
10,185
+4,965
| +95% | +$325K | 0.04% | 195 |
|
|
2025
Q3 | $341K | Sell |
5,220
-55
| -1% | -$3.54K | 0.02% | 237 |
|
|
2025
Q2 | $327K | Sell |
5,275
-65
| -1% | -$3.82K | 0.02% | 236 |
|
|
2025
Q1 | $312K | Hold |
5,340
| – | – | 0.02% | 237 |
|
|
2024
Q4 | $333K | Hold |
5,340
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $333K | Hold |
5,340
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $312K | Hold |
5,340
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $324K | Hold |
5,340
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $296K | Hold |
5,340
| – | – | 0.03% | 202 |
|
|
2023
Q3 | $266K | Hold |
5,340
| – | – | 0.03% | 193 |
|
|
2023
Q2 | $279K | Hold |
5,340
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $267K | Hold |
5,340
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $258K | Hold |
5,340
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $234K | Hold |
5,340
| – | – | 0.03% | 195 |
|
|
2022
Q2 | $242K | Hold |
5,340
| – | – | 0.03% | 197 |
|
|
2022
Q1 | $287K | Hold |
5,340
| – | – | 0.03% | 214 |
|
|
2021
Q4 | $302K | Buy |
+5,340
| New | +$297K | 0.03% | 207 |
|
|
2020
Q2 | – | Sell |
-9,225
| Closed | -$265K | – | 200 |
|
|
2020
Q1 | $265K | Buy |
9,225
+850
| +10% | +$31.6K | 0.06% | 157 |
|
|
2019
Q4 | $345K | Hold |
8,375
| – | – | 0.06% | 181 |
|
|
2019
Q3 | $324K | Buy |
8,375
+1,200
| +17% | +$46.1K | 0.06% | 161 |
|
|
2019
Q2 | $279K | Hold |
7,175
| – | – | 0.06% | 170 |
|
|
2019
Q1 | $272K | Buy |
7,175
+750
| +12% | +$27.7K | 0.06% | 170 |
|
|
2018
Q4 | $213K | Hold |
6,425
| – | – | 0.05% | 172 |
|
|
2018
Q3 | $259K | Sell |
6,425
-1,550
| -19% | -$62.3K | 0.06% | 182 |
|
|
2018
Q2 | $311K | Buy |
7,975
+650
| +9% | +$25.1K | 0.07% | 154 |
|
|
2018
Q1 | $275K | Buy |
+7,325
| New | +$280K | 0.07% | 157 |
|
|
2015
Q4 | – | Sell |
-33,825
| Closed | -$924K | – | 166 |
|
|
2015
Q3 | $924K | Buy |
+33,825
| New | +$983K | 0.35% | 74 |
|
|
2015
Q2 | – | Sell |
-33,825
| Closed | -$1.03M | – | 176 |
|
|
2015
Q1 | $1.03M | Sell |
33,825
-225
| -0.7% | -$6.66K | 0.34% | 71 |
|
|
2014
Q4 | $986K | Sell |
34,050
-7,390
| -18% | -$208K | 0.38% | 69 |
|
|
2014
Q3 | $1.13M | Hold |
41,440
| – | – | 0.43% | 67 |
|
|
2014
Q2 | $1.19M | Buy |
+41,440
| New | +$1.14M | 0.46% | 66 |
|
Other funds holding IJH
Segment Wealth Management's IJH Position: Q2 2026 in Review
Segment Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 8,285 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #207.
Segment Wealth Management first reported a position in IJH in Q2 2014 and has held it in 33 quarters since. The position peaked at $1.19M in Q2 2014. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Segment Wealth Management held 8,285 shares of iShares Core S&P Mid-Cap ETF worth $639K as of Q2 2026.
- Segment Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Core S&P Mid-Cap ETF made up 0.03% of Segment Wealth Management's portfolio in Q2 2026, its #207 holding.
- Segment Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 33 quarters since.
- Segment Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.19M in Q2 2014.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.