Smith, Moore & Co’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 | $17.4M | Buy |
258,250
+2,643
| +1% | +$183K | 1.27% | 14 |
|
|
2025
Q4 | $16.9M | Buy |
255,607
+9,663
| +4% | +$633K | 1.28% | 15 |
|
|
2025
Q3 | $16.1M | Buy |
245,944
+4,767
| +2% | +$306K | 1.23% | 15 |
|
|
2025
Q2 | $15M | Sell |
241,177
-5,155
| -2% | -$303K | 1.26% | 15 |
|
|
2025
Q1 | $14.4M | Buy |
246,332
+10,560
| +4% | +$656K | 1.33% | 13 |
|
|
2024
Q4 | $14.7M | Buy |
235,772
+9,923
| +4% | +$636K | 1.34% | 12 |
|
|
2024
Q3 | $14.1M | Buy |
225,849
+9,986
| +5% | +$602K | 1.34% | 12 |
|
|
2024
Q2 | $12.6M | Buy |
215,863
+3,163
| +1% | +$186K | 1.3% | 14 |
|
|
2024
Q1 | $12.9M | Buy |
212,700
+6,280
| +3% | +$356K | 1.38% | 14 |
|
|
2023
Q4 | $11.4M | Sell |
206,420
-225,075
| -52% | -$11.4M | 1.35% | 15 |
|
|
2023
Q3 | $21.5M | Buy |
431,495
+13,435
| +3% | +$704K | 2.84% | 6 |
|
|
2023
Q2 | $21.9M | Buy |
418,060
+1,245
| +0.3% | +$61.9K | 2.79% | 6 |
|
|
2023
Q1 | $20.9M | Sell |
416,815
-9,025
| -2% | -$460K | 2.83% | 6 |
|
|
2022
Q4 | $20.6M | Sell |
425,840
-11,195
| -3% | -$541K | 2.86% | 5 |
|
|
2022
Q3 | $19.2M | Buy |
437,035
+109,225
| +33% | +$5.28M | 2.91% | 5 |
|
|
2022
Q2 | $14.8M | Buy |
327,810
+26,485
| +9% | +$1.31M | 2.29% | 10 |
|
|
2022
Q1 | $16.2M | Buy |
301,325
+20,190
| +7% | +$1.07M | 2.21% | 9 |
|
|
2021
Q4 | $15.9M | Buy |
281,135
+12,650
| +5% | +$704K | 2.21% | 9 |
|
|
2021
Q3 | $14.1M | Buy |
268,485
+10,065
| +4% | +$541K | 2.16% | 9 |
|
|
2021
Q2 | $13.9M | Buy |
258,420
+8,060
| +3% | +$435K | 2.09% | 9 |
|
|
2021
Q1 | $13M | Buy |
250,360
+9,585
| +4% | +$479K | 2.11% | 9 |
|
|
2020
Q4 | $11.1M | Buy |
240,775
+3,175
| +1% | +$134K | 2.07% | 9 |
|
|
2020
Q3 | $8.81M | Sell |
237,600
-3,250
| -1% | -$122K | 1.83% | 10 |
|
|
2020
Q2 | $8.57M | Buy |
240,850
+20,685
| +9% | +$687K | 1.89% | 10 |
|
|
2020
Q1 | $6.33M | Buy |
220,165
+255
| +0.1% | +$9.48K | 1.67% | 11 |
|
|
2019
Q4 | $9.05M | Buy |
219,910
+4,580
| +2% | +$182K | 1.88% | 9 |
|
|
2019
Q3 | $8.32M | Buy |
215,330
+10,490
| +5% | +$403K | 1.84% | 9 |
|
|
2019
Q2 | $7.96M | Buy |
204,840
+124,640
| +155% | +$4.78M | 1.79% | 9 |
|
|
2019
Q1 | $3.04M | Buy |
80,200
+3,970
| +5% | +$147K | 0.72% | 31 |
|
|
2018
Q4 | $2.53M | Buy |
76,230
+35,890
| +89% | +$1.31M | 0.69% | 34 |
|
|
2018
Q3 | $1.62M | Buy |
40,340
+7,475
| +23% | +$300K | 0.37% | 57 |
|
|
2018
Q2 | $1.28M | Buy |
32,865
+16,100
| +96% | +$622K | 0.32% | 60 |
|
|
2018
Q1 | $629K | Buy |
16,765
+1,605
| +11% | +$61.4K | 0.17% | 128 |
|
|
2017
Q4 | $575K | Buy |
15,160
+1,595
| +12% | +$59K | 0.16% | 133 |
|
|
2017
Q3 | $485K | Buy |
13,565
+2,740
| +25% | +$95.4K | 0.14% | 144 |
|
|
2017
Q2 | $377K | Buy |
10,825
+3,710
| +52% | +$128K | 0.13% | 161 |
|
|
2017
Q1 | $244K | Buy |
+7,115
| New | +$242K | 0.09% | 206 |
|
Other funds holding IJH
Smith, Moore & Co's IJH Position: Q1 2026 in Review
Smith, Moore & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1% in Q1 2026, buying an estimated $183K and bringing the position to 258,250 shares worth $17.4M. The position accounts for 1.27% of the portfolio, ranked #14.
Smith, Moore & Co first reported a position in IJH in Q1 2017 and has held it in 37 quarters since. The position peaked at $21.9M in Q2 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Smith, Moore & Co held 258,250 shares of iShares Core S&P Mid-Cap ETF worth $17.4M as of Q1 2026.
- Smith, Moore & Co bought 2,643 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $183K.
- iShares Core S&P Mid-Cap ETF made up 1.27% of Smith, Moore & Co's portfolio in Q1 2026, its #14 holding.
- Smith, Moore & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- Smith, Moore & Co's iShares Core S&P Mid-Cap ETF position peaked at $21.9M in Q2 2023.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.