Stockman Wealth 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
Q1 | $34.6M | Buy |
512,564
+40,816
| +9% | +$2.83M | 3.82% | 5 |
|
|
2025
Q4 | $31.1M | Buy |
471,748
+33,391
| +8% | +$2.19M | 3.63% | 5 |
|
|
2025
Q3 | $28.6M | Buy |
438,357
+30,896
| +8% | +$1.99M | 3.55% | 5 |
|
|
2025
Q2 | $25.3M | Buy |
407,461
+59,924
| +17% | +$3.52M | 3.43% | 6 |
|
|
2025
Q1 | $20.3M | Buy |
347,537
+330,130
| +1,897% | +$20.5M | 3% | 6 |
|
|
2024
Q4 | $1.08M | Buy |
17,407
+1,302
| +8% | +$83.5K | 0.17% | 63 |
|
|
2024
Q3 | $1M | Sell |
16,105
-4,625
| -22% | -$279K | 0.16% | 71 |
|
|
2024
Q2 | $1.21M | Buy |
20,730
+500
| +2% | +$29.4K | 0.21% | 62 |
|
|
2024
Q1 | $1.23M | Sell |
20,230
-775
| -4% | -$43.9K | 0.22% | 64 |
|
|
2023
Q4 | $1.16M | Sell |
21,005
-1,010
| -5% | -$51.2K | 0.23% | 63 |
|
|
2023
Q3 | $1.1M | Buy |
22,015
+460
| +2% | +$24.1K | 0.24% | 64 |
|
|
2023
Q2 | $1.13M | Sell |
21,555
-1,740
| -7% | -$86.5K | 0.24% | 62 |
|
|
2023
Q1 | $1.17M | Buy |
23,295
+1,905
| +9% | +$97.1K | 0.26% | 62 |
|
|
2022
Q4 | $1.03M | Sell |
21,390
-880
| -4% | -$42.5K | 0.24% | 64 |
|
|
2022
Q3 | $977K | Hold |
22,270
| – | – | 0.26% | 60 |
|
|
2022
Q2 | $1.01M | Sell |
22,270
-95
| -0.4% | -$4.69K | 0.26% | 60 |
|
|
2022
Q1 | $1.2M | Buy |
22,365
+4,400
| +24% | +$234K | 0.25% | 60 |
|
|
2021
Q4 | $1.02M | Hold |
17,965
| – | – | 0.21% | 72 |
|
|
2021
Q3 | $945K | Sell |
17,965
-350
| -2% | -$18.8K | 0.21% | 74 |
|
|
2021
Q2 | $984K | Buy |
18,315
+1,470
| +9% | +$79.4K | 0.24% | 73 |
|
|
2021
Q1 | $877K | Sell |
16,845
-1,000
| -6% | -$49.9K | 0.24% | 71 |
|
|
2020
Q4 | $820K | Buy |
17,845
+1,475
| +9% | +$62.1K | 0.25% | 70 |
|
|
2020
Q3 | $607K | Hold |
16,370
| – | – | 0.22% | 76 |
|
|
2020
Q2 | $582K | Sell |
16,370
-90
| -0.5% | -$2.99K | 0.22% | 79 |
|
|
2020
Q1 | $474K | Buy |
16,460
+3,800
| +30% | +$141K | 0.21% | 81 |
|
|
2019
Q4 | $521K | Sell |
12,660
-640
| -5% | -$25.4K | 0.19% | 90 |
|
|
2019
Q3 | $514K | Sell |
13,300
-370
| -3% | -$14.2K | 0.2% | 88 |
|
|
2019
Q2 | $531K | Sell |
13,670
-1,750
| -11% | -$67.1K | 0.22% | 84 |
|
|
2019
Q1 | $584K | Sell |
15,420
-1,250
| -7% | -$46.2K | 0.26% | 71 |
|
|
2018
Q4 | $554K | Buy |
16,670
+2,000
| +14% | +$73K | 0.26% | 72 |
|
|
2018
Q3 | $591K | Buy |
14,670
+2,475
| +20% | +$99.5K | 0.25% | 73 |
|
|
2018
Q2 | $475K | Sell |
12,195
-1,500
| -11% | -$57.9K | 0.22% | 86 |
|
|
2018
Q1 | $514K | Buy |
13,695
+1,875
| +16% | +$71.7K | 0.24% | 80 |
|
|
2017
Q4 | $449K | Sell |
11,820
-3,125
| -21% | -$116K | 0.2% | 91 |
|
|
2017
Q3 | $535K | Buy |
+14,945
| New | +$521K | 0.26% | 83 |
|
|
2017
Q2 | – | Sell |
-14,420
| Closed | -$494K | – | 124 |
|
|
2017
Q1 | $494K | Buy |
+14,420
| New | +$491K | 0.28% | 78 |
|
Other funds holding IJH
Stockman Wealth Management's IJH Position: Q1 2026 in Review
Stockman Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.7% in Q1 2026, buying an estimated $2.83M and bringing the position to 512,564 shares worth $34.6M. The position accounts for 3.82% of the portfolio, ranked #5.
Stockman Wealth Management first reported a position in IJH in Q1 2017 and has held it in 36 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Stockman Wealth Management held 512,564 shares of iShares Core S&P Mid-Cap ETF worth $34.6M as of Q1 2026.
- Stockman Wealth Management bought 40,816 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.83M.
- iShares Core S&P Mid-Cap ETF made up 3.82% of Stockman Wealth Management's portfolio in Q1 2026, its #5 holding.
- Stockman Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 36 quarters since.
- 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.