Sigma Investment Counselors’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 | $132M | Sell |
1,958,083
-77,219
| -4% | -$5.36M | 6.99% | 3 |
|
|
2025
Q4 | $134M | Sell |
2,035,302
-17,984
| -0.9% | -$1.18M | 6.83% | 3 |
|
|
2025
Q3 | $134M | Sell |
2,053,286
-4,589
| -0.2% | -$295K | 6.95% | 2 |
|
|
2025
Q2 | $128M | Buy |
2,057,875
+61,832
| +3% | +$3.63M | 7.02% | 2 |
|
|
2025
Q1 | $116M | Sell |
1,996,043
-54,610
| -3% | -$3.39M | 7.12% | 2 |
|
|
2024
Q4 | $128M | Buy |
2,050,653
+13,000
| +0.6% | +$834K | 7.5% | 2 |
|
|
2024
Q3 | $127M | Buy |
2,037,653
+20,073
| +1% | +$1.21M | 7.45% | 2 |
|
|
2024
Q2 | $118M | Buy |
2,017,580
+46,980
| +2% | +$2.76M | 7.39% | 2 |
|
|
2024
Q1 | $120M | Buy |
1,970,600
+6,280
| +0.3% | +$356K | 7.71% | 2 |
|
|
2023
Q4 | $109M | Buy |
1,964,320
+6,840
| +0.3% | +$347K | 7.68% | 2 |
|
|
2023
Q3 | $97.6M | Buy |
1,957,480
+6,760
| +0.3% | +$354K | 7.37% | 2 |
|
|
2023
Q2 | $102M | Buy |
1,950,720
+29,690
| +2% | +$1.48M | 7.49% | 2 |
|
|
2023
Q1 | $96.1M | Buy |
1,921,030
+1,925
| +0.1% | +$98.1K | 7.46% | 2 |
|
|
2022
Q4 | $92.8M | Sell |
1,919,105
-4,630
| -0.2% | -$224K | 7.63% | 2 |
|
|
2022
Q3 | $84.4M | Buy |
1,923,735
+20,825
| +1% | +$1.01M | 7.19% | 2 |
|
|
2022
Q2 | $86.1M | Buy |
1,902,910
+32,040
| +2% | +$1.58M | 7.01% | 2 |
|
|
2022
Q1 | $100M | Buy |
1,870,870
+55,080
| +3% | +$2.93M | 7.2% | 2 |
|
|
2021
Q4 | $103M | Buy |
1,815,790
+25,580
| +1% | +$1.42M | 7.19% | 2 |
|
|
2021
Q3 | $94.2M | Buy |
1,790,210
+61,010
| +4% | +$3.28M | 6.98% | 2 |
|
|
2021
Q2 | $92.9M | Buy |
1,729,200
+70,605
| +4% | +$3.81M | 6.97% | 2 |
|
|
2021
Q1 | $86.3M | Sell |
1,658,595
-28,055
| -2% | -$1.4M | 7.01% | 2 |
|
|
2020
Q4 | $77.5M | Buy |
1,686,650
+786,680
| +87% | +$33.1M | 6.67% | 3 |
|
|
2020
Q3 | $33.4M | Sell |
899,970
-756,070
| -46% | -$28.3M | 6.49% | 3 |
|
|
2020
Q2 | $58.9M | Sell |
1,656,040
-44,905
| -3% | -$1.49M | 6.25% | 2 |
|
|
2020
Q1 | $48.9M | Buy |
1,700,945
+22,105
| +1% | +$822K | 6.24% | 3 |
|
|
2019
Q4 | $69.1M | Buy |
1,678,840
+35,320
| +2% | +$1.4M | 7.25% | 3 |
|
|
2019
Q3 | $63.5M | Buy |
1,643,520
+53,105
| +3% | +$2.04M | 7.22% | 3 |
|
|
2019
Q2 | $61.8M | Buy |
1,590,415
+47,115
| +3% | +$1.81M | 7.26% | 3 |
|
|
2019
Q1 | $58.5M | Buy |
1,543,300
+29,965
| +2% | +$1.11M | 7.17% | 3 |
|
|
2018
Q4 | $50.3M | Sell |
1,513,335
-98,030
| -6% | -$3.58M | 6.99% | 3 |
|
|
2018
Q3 | $64.9M | Buy |
1,611,365
+29,025
| +2% | +$1.17M | 8.06% | 3 |
|
|
2018
Q2 | $61.6M | Buy |
1,582,340
+1,620
| +0.1% | +$62.6K | 8.15% | 3 |
|
|
2018
Q1 | $59.3M | Buy |
1,580,720
+41,035
| +3% | +$1.57M | 8.05% | 3 |
|
|
2017
Q4 | $58.4M | Buy |
1,539,685
+11,480
| +0.8% | +$425K | 7.98% | 3 |
|
|
2017
Q3 | $54.7M | Buy |
1,528,205
+64,935
| +4% | +$2.26M | 7.77% | 3 |
|
|
2017
Q2 | $50.9M | Buy |
1,463,270
+36,470
| +3% | +$1.26M | 7.81% | 3 |
|
|
2017
Q1 | $48.9M | Sell |
1,426,800
-66,615
| -4% | -$2.27M | 7.77% | 3 |
|
|
2016
Q4 | $49.4M | Buy |
1,493,415
+44,315
| +3% | +$1.41M | 7.91% | 3 |
|
|
2016
Q3 | $44.8M | Buy |
1,449,100
+34,380
| +2% | +$1.06M | 7.41% | 3 |
|
|
2016
Q2 | $42.3M | Buy |
1,414,720
+46,705
| +3% | +$1.37M | 7.21% | 3 |
|
|
2016
Q1 | $39.5M | Buy |
1,368,015
+125,865
| +10% | +$3.36M | 6.98% | 3 |
|
|
2015
Q4 | $34.6M | Buy |
1,242,150
+74,660
| +6% | +$2.13M | 6.36% | 3 |
|
|
2015
Q3 | $31.9M | Buy |
1,167,490
+232,110
| +25% | +$6.75M | 6.18% | 3 |
|
|
2015
Q2 | $28.1M | Buy |
935,380
+283,160
| +43% | +$8.64M | 5.21% | 3 |
|
|
2015
Q1 | $19.8M | Buy |
652,220
+3,795
| +0.6% | +$112K | 3.71% | 5 |
|
|
2014
Q4 | $18.8M | Sell |
648,425
-28,190
| -4% | -$792K | 3.56% | 5 |
|
|
2014
Q3 | $18.5M | Sell |
676,615
-15,715
| -2% | -$443K | 3.58% | 6 |
|
|
2014
Q2 | $19.8M | Sell |
692,330
-32,440
| -4% | -$891K | 3.87% | 5 |
|
|
2014
Q1 | $19.9M | Sell |
724,770
-1,810
| -0.2% | -$48.7K | 4.03% | 5 |
|
|
2013
Q4 | $19.4M | Sell |
726,580
-42,255
| -5% | -$1.09M | 4.19% | 4 |
|
|
2013
Q3 | $19.1M | Buy |
768,835
+21,790
| +3% | +$532K | 4.41% | 4 |
|
|
2013
Q2 | $17.3M | Buy |
+747,045
| New | +$17.3M | 4.49% | 4 |
|
Other funds holding IJH
Sigma Investment Counselors's IJH Position: Q1 2026 in Review
Sigma Investment Counselors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q1 2026, selling an estimated $5.36M and leaving 1,958,083 shares worth $132M. The position accounts for 6.99% of the portfolio, ranked #3.
Sigma Investment Counselors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $134M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Sigma Investment Counselors held 1,958,083 shares of iShares Core S&P Mid-Cap ETF worth $132M as of Q1 2026.
- Sigma Investment Counselors sold 77,219 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.36M.
- iShares Core S&P Mid-Cap ETF made up 6.99% of Sigma Investment Counselors's portfolio in Q1 2026, its #3 holding.
- Sigma Investment Counselors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Sigma Investment Counselors's iShares Core S&P Mid-Cap ETF position peaked at $134M in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Sigma Investment Counselors's 13F filing for Q1 2026, filed 29 Apr 2026.