STALEY CAPITAL ADVISERS’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 | $481K | Buy |
7,120
+500
| +8% | +$34.7K | 0.02% | 130 |
|
|
2025
Q4 | $437K | Buy |
6,620
+55
| +0.8% | +$3.6K | 0.02% | 141 |
|
|
2025
Q3 | $428K | Buy |
6,565
+1,000
| +18% | +$64.3K | 0.02% | 143 |
|
|
2025
Q2 | $345K | Buy |
5,565
+95
| +2% | +$5.58K | 0.01% | 152 |
|
|
2025
Q1 | $319K | Sell |
5,470
-1,585
| -22% | -$98.4K | 0.01% | 153 |
|
|
2024
Q4 | $440K | Sell |
7,055
-200
| -3% | -$12.8K | 0.02% | 140 |
|
|
2024
Q3 | $452K | Sell |
7,255
-425
| -6% | -$25.6K | 0.02% | 141 |
|
|
2024
Q2 | $449K | Buy |
7,680
+155
| +2% | +$9.11K | 0.02% | 134 |
|
|
2024
Q1 | $457K | Sell |
7,525
-3,045
| -29% | -$172K | 0.02% | 135 |
|
|
2023
Q4 | $586K | Sell |
10,570
-80
| -0.8% | -$4.06K | 0.03% | 125 |
|
|
2023
Q3 | $531K | Buy |
10,650
+70
| +0.7% | +$3.67K | 0.03% | 125 |
|
|
2023
Q2 | $553K | Hold |
10,580
| – | – | 0.03% | 127 |
|
|
2023
Q1 | $529K | Buy |
+10,580
| New | +$539K | 0.03% | 128 |
|
|
2020
Q1 | – | Sell |
-36,405
| Closed | -$1.5M | – | 162 |
|
|
2019
Q4 | $1.5M | Hold |
36,405
| – | – | 0.1% | 84 |
|
|
2019
Q3 | $1.41M | Sell |
36,405
-1,500
| -4% | -$57.6K | 0.11% | 78 |
|
|
2019
Q2 | $1.47M | Buy |
37,905
+230
| +0.6% | +$8.81K | 0.11% | 74 |
|
|
2019
Q1 | $1.43M | Sell |
37,675
-1,195
| -3% | -$44.1K | 0.11% | 74 |
|
|
2018
Q4 | $1.29M | Buy |
38,870
+22,170
| +133% | +$809K | 0.1% | 74 |
|
|
2018
Q3 | $672K | Hold |
16,700
| – | – | 0.05% | 100 |
|
|
2018
Q2 | $651K | Hold |
16,700
| – | – | 0.05% | 95 |
|
|
2018
Q1 | $626K | Hold |
16,700
| – | – | 0.05% | 93 |
|
|
2017
Q4 | $634K | Hold |
16,700
| – | – | 0.05% | 94 |
|
|
2017
Q3 | $598K | Hold |
16,700
| – | – | 0.05% | 97 |
|
|
2017
Q2 | $581K | Hold |
16,700
| – | – | 0.05% | 96 |
|
|
2017
Q1 | $572K | Hold |
16,700
| – | – | 0.05% | 80 |
|
|
2016
Q4 | $552K | Hold |
16,700
| – | – | 0.05% | 76 |
|
|
2016
Q3 | $517K | Buy |
16,700
+9,850
| +144% | +$304K | 0.05% | 77 |
|
|
2016
Q2 | $205K | Buy |
+6,850
| New | +$201K | 0.02% | 126 |
|
|
2014
Q3 | – | Sell |
-15,000
| Closed | -$429K | – | 137 |
|
|
2014
Q2 | $429K | Hold |
15,000
| – | – | 0.05% | 85 |
|
|
2014
Q1 | $412K | Hold |
15,000
| – | – | 0.05% | 87 |
|
|
2013
Q4 | $401K | Hold |
15,000
| – | – | 0.05% | 83 |
|
|
2013
Q3 | $372K | Hold |
15,000
| – | – | 0.06% | 81 |
|
|
2013
Q2 | $346K | Buy |
+15,000
| New | +$348K | 0.06% | 83 |
|
Other funds holding IJH
STALEY CAPITAL ADVISERS's IJH Position: Q1 2026 in Review
STALEY CAPITAL ADVISERS increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.6% in Q1 2026, buying an estimated $34.7K and bringing the position to 7,120 shares worth $481K. The position accounts for 0.02% of the portfolio, ranked #130.
STALEY CAPITAL ADVISERS first reported a position in IJH in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.5M in Q4 2019. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- STALEY CAPITAL ADVISERS held 7,120 shares of iShares Core S&P Mid-Cap ETF worth $481K as of Q1 2026.
- STALEY CAPITAL ADVISERS bought 500 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.7K.
- iShares Core S&P Mid-Cap ETF made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #130 holding.
- STALEY CAPITAL ADVISERS first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 33 quarters since.
- STALEY CAPITAL ADVISERS's iShares Core S&P Mid-Cap ETF position peaked at $1.5M in Q4 2019.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.