SP 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 | $579K | Buy |
7,508
+6
| +0.1% | +$440 | 0.05% | 95 |
|
|
2026
Q1 | $507K | Sell |
7,502
-325
| -4% | -$22.5K | 0.04% | 91 |
|
|
2025
Q4 | $517K | Buy |
7,827
+14
| +0.2% | +$917 | 0.04% | 97 |
|
|
2025
Q3 | $510K | Buy |
7,813
+96
| +1% | +$6.17K | 0.04% | 98 |
|
|
2025
Q2 | $479K | Buy |
7,717
+8
| +0.1% | +$470 | 0.04% | 94 |
|
|
2025
Q1 | $450K | Buy |
7,709
+8
| +0.1% | +$497 | 0.04% | 93 |
|
|
2024
Q4 | $480K | Buy |
7,701
+11
| +0.1% | +$705 | 0.04% | 93 |
|
|
2024
Q3 | $479K | Buy |
7,690
+10
| +0.1% | +$603 | 0.04% | 92 |
|
|
2024
Q2 | $449K | Buy |
7,680
+728
| +10% | +$42.8K | 0.04% | 95 |
|
|
2024
Q1 | $422K | Buy |
6,952
+7
| +0.1% | +$396 | 0.04% | 91 |
|
|
2023
Q4 | $385K | Sell |
6,945
-2,665
| -28% | -$135K | 0.04% | 92 |
|
|
2023
Q3 | $479K | Hold |
9,610
| – | – | 0.05% | 86 |
|
|
2023
Q2 | $503K | Buy |
9,610
+10
| +0.1% | +$497 | 0.06% | 85 |
|
|
2023
Q1 | $480K | Sell |
9,600
-1,195
| -11% | -$60.9K | 0.06% | 86 |
|
|
2022
Q4 | $522K | Buy |
10,795
+1,070
| +11% | +$51.7K | 0.07% | 86 |
|
|
2022
Q3 | $426K | Buy |
9,725
+30
| +0.3% | +$1.45K | 0.06% | 88 |
|
|
2022
Q2 | $439K | Buy |
9,695
+15
| +0.2% | +$740 | 0.06% | 88 |
|
|
2022
Q1 | $520K | Buy |
9,680
+15
| +0.2% | +$799 | 0.06% | 90 |
|
|
2021
Q4 | $513K | Buy |
9,665
+15
| +0.2% | +$835 | 0.05% | 90 |
|
|
2021
Q3 | $529K | Buy |
9,650
+150
| +2% | +$8.07K | 0.06% | 88 |
|
|
2021
Q2 | $504K | Buy |
9,500
+15
| +0.2% | +$810 | 0.06% | 83 |
|
|
2021
Q1 | $517K | Sell |
9,485
-3,220
| -25% | -$161K | 0.06% | 79 |
|
|
2020
Q4 | $628K | Buy |
12,705
+20
| +0.2% | +$843 | 0.09% | 73 |
|
|
2020
Q3 | $516K | Buy |
12,685
+2,675
| +27% | +$100K | 0.08% | 71 |
|
|
2020
Q2 | $344K | Sell |
10,010
-2,225
| -18% | -$73.9K | 0.07% | 69 |
|
|
2020
Q1 | $352K | Buy |
12,235
+5
| +0% | +$186 | 0.1% | 62 |
|
|
2019
Q4 | $504K | Sell |
12,230
-115
| -0.9% | -$4.56K | 0.12% | 52 |
|
|
2019
Q3 | $477K | Buy |
12,345
+4,195
| +51% | +$161K | 0.12% | 51 |
|
|
2019
Q2 | $317K | Sell |
8,150
-4,175
| -34% | -$160K | 0.08% | 60 |
|
|
2019
Q1 | $467K | Buy |
12,325
+10
| +0.1% | +$369 | 0.13% | 50 |
|
|
2018
Q4 | $408K | Buy |
12,315
+3,630
| +42% | +$132K | 0.12% | 55 |
|
|
2018
Q3 | $340K | Buy |
8,685
+15
| +0.2% | +$603 | 0.1% | 62 |
|
|
2018
Q2 | $348K | Buy |
+8,670
| New | +$335K | 0.09% | 62 |
|
Other funds holding IJH
SP Asset Management's IJH Position: Q2 2026 in Review
SP Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.08% in Q2 2026, buying an estimated $440 and bringing the position to 7,508 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #95.
SP Asset Management first reported a position in IJH in Q2 2018 and has held it in 33 quarters since. The position peaked at $628K in Q4 2020. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- SP Asset Management held 7,508 shares of iShares Core S&P Mid-Cap ETF worth $579K as of Q2 2026.
- SP Asset Management bought 6 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $440.
- iShares Core S&P Mid-Cap ETF made up 0.05% of SP Asset Management's portfolio in Q2 2026, its #95 holding.
- SP Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
- SP Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $628K in Q4 2020.
- 2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.