Shoker Investment Counsel’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 | $32.2M | Buy |
477,326
+2,570
| +0.5% | +$178K | 9.57% | 2 |
|
|
2025
Q4 | $31.3M | Buy |
474,756
+3,012
| +0.6% | +$197K | 9.18% | 2 |
|
|
2025
Q3 | $30.8M | Sell |
471,744
-1,290
| -0.3% | -$82.9K | 9.08% | 2 |
|
|
2025
Q2 | $29.3M | Buy |
473,034
+1,618
| +0.3% | +$95K | 9.2% | 2 |
|
|
2025
Q1 | $27.5M | Buy |
471,416
+2,591
| +0.6% | +$161K | 9.29% | 2 |
|
|
2024
Q4 | $29.2M | Buy |
468,825
+2,474
| +0.5% | +$159K | 9.87% | 2 |
|
|
2024
Q3 | $29.1M | Sell |
466,351
-8,399
| -2% | -$506K | 9.77% | 2 |
|
|
2024
Q2 | $27.8M | Sell |
474,750
-17,525
| -4% | -$1.03M | 9.8% | 2 |
|
|
2024
Q1 | $29.7M | Buy |
492,275
+3,795
| +0.8% | +$215K | 10.61% | 1 |
|
|
2023
Q4 | $27.1M | Buy |
488,480
+19,055
| +4% | +$966K | 10.47% | 3 |
|
|
2023
Q3 | $23.4M | Sell |
469,425
-840
| -0.2% | -$44K | 10.16% | 3 |
|
|
2023
Q2 | $24.6M | Buy |
470,265
+15,725
| +3% | +$782K | 10.28% | 2 |
|
|
2023
Q1 | $22.7M | Sell |
454,540
-4,245
| -0.9% | -$216K | 9.93% | 2 |
|
|
2022
Q4 | $22.2M | Sell |
458,785
-29,935
| -6% | -$1.45M | 9.94% | 2 |
|
|
2022
Q3 | $21.4M | Buy |
488,720
+10,430
| +2% | +$504K | 11.23% | 1 |
|
|
2022
Q2 | $21.6M | Buy |
478,290
+61,070
| +15% | +$3.01M | 11.49% | 1 |
|
|
2022
Q1 | $22.4M | Sell |
417,220
-7,160
| -2% | -$381K | 11.11% | 1 |
|
|
2021
Q4 | $24M | Buy |
424,380
+37,135
| +10% | +$2.07M | 11.01% | 1 |
|
|
2021
Q3 | $20.4M | Buy |
387,245
+7,105
| +2% | +$382K | 10.15% | 1 |
|
|
2021
Q2 | $20.4M | Buy |
380,140
+4,380
| +1% | +$236K | 10.19% | 1 |
|
|
2021
Q1 | $19.6M | Buy |
375,760
+145
| +0% | +$7.24K | 10.27% | 1 |
|
|
2020
Q4 | $17.3M | Buy |
375,615
+3,420
| +0.9% | +$144K | 9.67% | 1 |
|
|
2020
Q3 | $13.8M | Buy |
372,195
+1,605
| +0.4% | +$60K | 9.04% | 1 |
|
|
2020
Q2 | $13.2M | Buy |
370,590
+86,800
| +31% | +$2.88M | 9.19% | 1 |
|
|
2020
Q1 | $8.16M | Buy |
283,790
+112,980
| +66% | +$4.2M | 6.87% | 3 |
|
|
2019
Q4 | $7.03M | Buy |
170,810
+295
| +0.2% | +$11.7K | 4.67% | 3 |
|
|
2019
Q3 | $6.59M | Buy |
170,515
+3,385
| +2% | +$130K | 4.73% | 3 |
|
|
2019
Q2 | $6.49M | Sell |
167,130
-5,020
| -3% | -$192K | 4.74% | 4 |
|
|
2019
Q1 | $6.52M | Buy |
172,150
+4,595
| +3% | +$170K | 4.81% | 3 |
|
|
2018
Q4 | $5.56M | Sell |
167,555
-6,105
| -4% | -$223K | 4.67% | 3 |
|
|
2018
Q3 | $6.99M | Sell |
173,660
-105
| -0.1% | -$4.22K | 5.07% | 3 |
|
|
2018
Q2 | $6.77M | Sell |
173,765
-4,530
| -3% | -$175K | 5.04% | 3 |
|
|
2018
Q1 | $6.69M | Sell |
178,295
-20
| -0% | -$765 | 5.08% | 3 |
|
|
2017
Q4 | $6.77M | Buy |
178,315
+5,590
| +3% | +$207K | 4.89% | 3 |
|
|
2017
Q3 | $6.18M | Sell |
172,725
-935
| -0.5% | -$32.6K | 4.68% | 3 |
|
|
2017
Q2 | $6.04M | Buy |
173,660
+7,455
| +4% | +$257K | 4.75% | 3 |
|
|
2017
Q1 | $5.69M | Sell |
166,205
-2,830
| -2% | -$96.3K | 4.78% | 3 |
|
|
2016
Q4 | $5.59M | Buy |
169,035
+910
| +0.5% | +$28.9K | 4.63% | 3 |
|
|
2016
Q3 | $5.2M | Sell |
168,125
-725
| -0.4% | -$22.4K | 4.42% | 3 |
|
|
2016
Q2 | $5.04M | Buy |
168,850
+280
| +0.2% | +$8.21K | 4.48% | 3 |
|
|
2016
Q1 | $4.86M | Buy |
168,570
+1,300
| +0.8% | +$34.7K | 4.57% | 3 |
|
|
2015
Q4 | $4.66M | Buy |
167,270
+1,280
| +0.8% | +$36.6K | 4.66% | 3 |
|
|
2015
Q3 | $4.54M | Sell |
165,990
-3,530
| -2% | -$103K | 4.78% | 3 |
|
|
2015
Q2 | $5.08M | Buy |
169,520
+6,330
| +4% | +$193K | 4.77% | 3 |
|
|
2015
Q1 | $4.96M | Sell |
163,190
-9,135
| -5% | -$270K | 4.71% | 3 |
|
|
2014
Q4 | $4.99M | Sell |
172,325
-1,595
| -0.9% | -$44.8K | 4.62% | 3 |
|
|
2014
Q3 | $4.76M | Sell |
173,920
-3,750
| -2% | -$106K | 4.41% | 3 |
|
|
2014
Q2 | $5.08M | Buy |
177,670
+520
| +0.3% | +$14.3K | 4.51% | 3 |
|
|
2014
Q1 | $4.87M | Buy |
177,150
+6,870
| +4% | +$185K | 4.58% | 3 |
|
|
2013
Q4 | $4.56M | Buy |
+170,280
| New | +$4.4M | 4.19% | 4 |
|
Other funds holding IJH
Shoker Investment Counsel's IJH Position: Q1 2026 in Review
Shoker Investment Counsel increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.54% in Q1 2026, buying an estimated $178K and bringing the position to 477,326 shares worth $32.2M. The position accounts for 9.57% of the portfolio, ranked #2.
Shoker Investment Counsel first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Shoker Investment Counsel held 477,326 shares of iShares Core S&P Mid-Cap ETF worth $32.2M as of Q1 2026.
- Shoker Investment Counsel bought 2,570 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $178K.
- iShares Core S&P Mid-Cap ETF made up 9.57% of Shoker Investment Counsel's portfolio in Q1 2026, its #2 holding.
- Shoker Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.