Shepherd Financial Partners’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 | $789K | Hold |
11,677
| – | – | 0.07% | 128 |
|
|
2025
Q4 | $771K | Hold |
11,677
| – | – | 0.07% | 126 |
|
|
2025
Q3 | $762K | Sell |
11,677
-1,052
| -8% | -$67.6K | 0.07% | 124 |
|
|
2025
Q2 | $789K | Sell |
12,729
-370
| -3% | -$21.7K | 0.08% | 122 |
|
|
2025
Q1 | $764K | Buy |
13,099
+160
| +1% | +$9.94K | 0.09% | 125 |
|
|
2024
Q4 | $806K | Hold |
12,939
| – | – | 0.1% | 111 |
|
|
2024
Q3 | $806K | Sell |
12,939
-501
| -4% | -$30.2K | 0.1% | 112 |
|
|
2024
Q2 | $787K | Sell |
13,440
-110
| -0.8% | -$6.46K | 0.1% | 113 |
|
|
2024
Q1 | $823K | Buy |
13,550
+1,610
| +13% | +$91.2K | 0.11% | 114 |
|
|
2023
Q4 | $662K | Sell |
11,940
-4,155
| -26% | -$211K | 0.09% | 121 |
|
|
2023
Q3 | $803K | Sell |
16,095
-2,425
| -13% | -$127K | 0.13% | 102 |
|
|
2023
Q2 | $969K | Sell |
18,520
-1,405
| -7% | -$69.8K | 0.15% | 92 |
|
|
2023
Q1 | $997K | Hold |
19,925
| – | – | 0.17% | 86 |
|
|
2022
Q4 | $964K | Sell |
19,925
-1,355
| -6% | -$65.5K | 0.17% | 81 |
|
|
2022
Q3 | $933K | Buy |
21,280
+1,265
| +6% | +$61.2K | 0.18% | 81 |
|
|
2022
Q2 | $906K | Sell |
20,015
-340
| -2% | -$16.8K | 0.18% | 81 |
|
|
2022
Q1 | $1.09M | Buy |
20,355
+2,685
| +15% | +$143K | 0.2% | 82 |
|
|
2021
Q4 | $1M | Buy |
17,670
+3,575
| +25% | +$199K | 0.17% | 88 |
|
|
2021
Q3 | $744K | Buy |
14,095
+7,300
| +107% | +$393K | 0.14% | 96 |
|
|
2021
Q2 | $365K | Sell |
6,795
-510
| -7% | -$27.5K | 0.07% | 120 |
|
|
2021
Q1 | $381K | Buy |
7,305
+990
| +16% | +$49.4K | 0.08% | 119 |
|
|
2020
Q4 | $290K | Sell |
6,315
-3,640
| -37% | -$153K | 0.07% | 120 |
|
|
2020
Q3 | $369K | Sell |
9,955
-720
| -7% | -$26.9K | 0.09% | 108 |
|
|
2020
Q2 | $380K | Sell |
10,675
-7,525
| -41% | -$250K | 0.1% | 94 |
|
|
2020
Q1 | $525K | Sell |
18,200
-56,785
| -76% | -$2.11M | 0.18% | 80 |
|
|
2019
Q4 | $3.08M | Buy |
74,985
+160
| +0.2% | +$6.34K | 0.72% | 26 |
|
|
2019
Q3 | $2.89M | Sell |
74,825
-975
| -1% | -$37.5K | 0.73% | 26 |
|
|
2019
Q2 | $2.94M | Sell |
75,800
-1,940
| -2% | -$74.4K | 0.55% | 25 |
|
|
2019
Q1 | $2.94M | Buy |
77,740
+18,970
| +32% | +$701K | 0.57% | 25 |
|
|
2018
Q4 | $1.94M | Sell |
58,770
-68,220
| -54% | -$2.49M | 0.42% | 35 |
|
|
2018
Q3 | $4.95M | Sell |
126,990
-20
| -0% | -$804 | 1.12% | 12 |
|
|
2018
Q2 | $4.95M | Buy |
127,010
+48,795
| +62% | +$1.88M | 1.11% | 12 |
|
|
2018
Q1 | $2.94M | Buy |
78,215
+465
| +0.6% | +$17.8K | 0.72% | 23 |
|
|
2017
Q4 | $2.96M | Sell |
77,750
-12,995
| -14% | -$481K | 0.69% | 26 |
|
|
2017
Q3 | $3.29M | Buy |
90,745
+6,730
| +8% | +$234K | 0.76% | 24 |
|
|
2017
Q2 | $2.92M | Buy |
84,015
+7,620
| +10% | +$263K | 0.71% | 26 |
|
|
2017
Q1 | $2.58M | Buy |
+76,395
| New | +$2.6M | 0.67% | 32 |
|
Other funds holding IJH
Shepherd Financial Partners's IJH Position: Q1 2026 in Review
Shepherd Financial Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 11,677 shares worth $789K. The position accounts for 0.07% of the portfolio, ranked #128.
Shepherd Financial Partners first reported a position in IJH in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.95M in Q2 2018. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Shepherd Financial Partners held 11,677 shares of iShares Core S&P Mid-Cap ETF worth $789K as of Q1 2026.
- Shepherd Financial Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.07% of Shepherd Financial Partners's portfolio in Q1 2026, its #128 holding.
- Shepherd Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Shepherd Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $4.95M in Q2 2018.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.