Smithbridge Asset 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
$13.9M Buy
179,652
+19,353
+12% +$1.42M 1.89% 15
2026
Q1
$10.8M Sell
160,299
-126,265
-44% -$8.76M 1.61% 21
2025
Q4
$18.9M Buy
286,564
+144,085
+101% +$9.44M 1.62% 21
2025
Q3
$9.3M Buy
142,479
+9,399
+7% +$604K 1.35% 28
2025
Q2
$8.25M Buy
133,080
+64,369
+94% +$3.78M 1.44% 26
2025
Q1
$4.01M Buy
+68,711
New +$4.27M 0.74% 48
2024
Q3
$3.79M Sell
60,744
-2,377
-4% -$143K 0.65% 53
2024
Q2
$3.69M Sell
63,121
-2,854
-4% -$168K 0.77% 44
2024
Q1
$4.01M Sell
65,975
-15
-0% -$849 0.83% 46
2023
Q4
$3.66M Sell
65,990
-4,770
-7% -$242K 0.83% 45
2023
Q3
$3.53M Buy
70,760
+180
+0.3% +$9.43K 0.87% 42
2023
Q2
$3.69M Sell
70,580
-125
-0.2% -$6.21K 0.86% 43
2023
Q1
$3.54M Sell
70,705
-32,220
-31% -$1.64M 0.89% 43
2022
Q4
$4.98M Sell
102,925
-6,130
-6% -$296K 1.32% 22
2022
Q3
$4.78M Sell
109,055
-6,980
-6% -$337K 1.96% 13
2022
Q2
$5.25M Buy
116,035
+70
+0.1% +$3.46K 2.03% 12
2022
Q1
$6.22M Sell
115,965
-16,310
-12% -$868K 2.06% 13
2021
Q4
$7.49M Sell
132,275
-3,035
-2% -$169K 2.28% 8
2021
Q3
$7.12M Sell
135,310
-1,595
-1% -$85.8K 2.36% 7
2021
Q2
$7.36M Buy
136,905
+132,880
+3,301% +$7.17M 2.4% 9
2021
Q1
$210K Buy
+4,025
New +$201K 0.09% 83

Other funds holding IJH

Smithbridge Asset Management's IJH Position: Q2 2026 in Review

Smithbridge Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $1.42M and bringing the position to 179,652 shares worth $13.9M. The position accounts for 1.89% of the portfolio, ranked #15.

Smithbridge Asset Management first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. The position peaked at $18.9M in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Smithbridge Asset Management held 179,652 shares of iShares Core S&P Mid-Cap ETF worth $13.9M as of Q2 2026.
  • Smithbridge Asset Management bought 19,353 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.42M.
  • iShares Core S&P Mid-Cap ETF made up 1.89% of Smithbridge Asset Management's portfolio in Q2 2026, its #15 holding.
  • Smithbridge Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Smithbridge Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $18.9M in Q4 2025.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.