Stonebrook Private’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
$866K Sell
12,817
-379
-3% -$26.3K 0.18% 84
2025
Q4
$871K Buy
13,196
+13
+0.1% +$852 0.18% 82
2025
Q3
$860K Buy
13,183
+8
+0.1% +$514 0.19% 93
2025
Q2
$817K Buy
13,175
+2
+0% +$117 0.19% 97
2025
Q1
$769K Buy
13,173
+4,047
+44% +$251K 0.2% 97
2024
Q4
$569K Sell
9,126
-735
-7% -$47.1K 0.15% 110
2024
Q3
$615K Sell
9,861
-742
-7% -$44.7K 0.16% 108
2024
Q2
$620K Sell
10,603
-2,119
-17% -$124K 0.18% 104
2024
Q1
$773K Sell
12,722
-943
-7% -$53.4K 0.23% 90
2023
Q4
$757K Buy
+13,665
New +$693K 0.25% 78

Other funds holding IJH

Stonebrook Private's IJH Position: Q1 2026 in Review

Stonebrook Private reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, selling an estimated $26.3K and leaving 12,817 shares worth $866K. The position accounts for 0.18% of the portfolio, ranked #84.

Stonebrook Private first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $871K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Stonebrook Private held 12,817 shares of iShares Core S&P Mid-Cap ETF worth $866K as of Q1 2026.
  • Stonebrook Private sold 379 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $26.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.18% of Stonebrook Private's portfolio in Q1 2026, its #84 holding.
  • Stonebrook Private first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's iShares Core S&P Mid-Cap ETF position peaked at $871K in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.