Stokes Family Office’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
$503K Sell
7,455
-2,168
-23% -$150K 0.05% 183
2025
Q4
$635K Buy
9,623
+1,645
+21% +$108K 0.06% 173
2025
Q3
$521K Buy
7,978
+123
+2% +$7.91K 0.05% 174
2025
Q2
$487K Sell
7,855
-135
-2% -$7.92K 0.05% 165
2025
Q1
$466K Buy
7,990
+29
+0.4% +$1.8K 0.05% 163
2024
Q4
$496K Sell
7,961
-155
-2% -$9.94K 0.05% 163
2024
Q3
$506K Sell
8,116
-50
-0.6% -$3.02K 0.06% 153
2024
Q2
$478K Buy
8,166
+16
+0.2% +$940 0.06% 154
2024
Q1
$495K Buy
8,150
+10
+0.1% +$566 0.06% 147
2023
Q4
$451K Sell
8,140
-5,335
-40% -$271K 0.06% 145
2023
Q3
$672K Buy
13,475
+6,290
+88% +$330K 0.08% 162
2023
Q2
$376K Hold
7,185
0.04% 212
2023
Q1
$360K Buy
7,185
+25
+0.3% +$1.27K 0.04% 204
2022
Q4
$346K Sell
7,160
-2,350
-25% -$114K 0.04% 203
2022
Q3
$417K Buy
9,510
+2,350
+33% +$114K 0.06% 174
2022
Q2
$324K Buy
+7,160
New +$353K 0.04% 199

Other funds holding IJH

Stokes Family Office's IJH Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 23% in Q1 2026, selling an estimated $150K and leaving 7,455 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #183.

Stokes Family Office first reported a position in IJH in Q2 2022 and has held it in 16 quarters since. The position peaked at $672K in Q3 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Stokes Family Office held 7,455 shares of iShares Core S&P Mid-Cap ETF worth $503K as of Q1 2026.
  • Stokes Family Office sold 2,168 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $150K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Stokes Family Office's portfolio in Q1 2026, its #183 holding.
  • Stokes Family Office first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • Stokes Family Office's iShares Core S&P Mid-Cap ETF position peaked at $672K in Q3 2023.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.