Southeast Asset Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Southeast Asset Advisors's IJH Position: Q1 2026 in Review
Southeast Asset Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.42% in Q1 2026, buying an estimated $67.2K and bringing the position to 232,902 shares worth $15.7M. The position accounts for 1.72% of the portfolio, ranked #9.
Southeast Asset Advisors first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.8M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Southeast Asset Advisors held 232,902 shares of iShares Core S&P Mid-Cap ETF worth $15.7M as of Q1 2026.
- Southeast Asset Advisors bought 969 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $67.2K.
- iShares Core S&P Mid-Cap ETF made up 1.72% of Southeast Asset Advisors's portfolio in Q1 2026, its #9 holding.
- Southeast Asset Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- Southeast Asset Advisors's iShares Core S&P Mid-Cap ETF position peaked at $15.8M in Q3 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Southeast Asset Advisors's 13F filing for Q1 2026, filed 13 May 2026.