Stratos Wealth Partners’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 | $73.5M | Buy |
1,088,298
+19,527
| +2% | +$1.35M | 0.84% | 18 |
|
|
2025
Q4 | $70.5M | Sell |
1,068,771
-53,945
| -5% | -$3.53M | 0.8% | 21 |
|
|
2025
Q3 | $73.3M | Buy |
1,122,716
+32,567
| +3% | +$2.09M | 0.86% | 19 |
|
|
2025
Q2 | $67.6M | Sell |
1,090,149
-16,841
| -2% | -$989K | 0.91% | 15 |
|
|
2025
Q1 | $64.6M | Sell |
1,106,990
-6,266
| -0.6% | -$389K | 0.98% | 14 |
|
|
2024
Q4 | $69.4M | Buy |
1,113,256
+9,824
| +0.9% | +$630K | 0.98% | 15 |
|
|
2024
Q3 | $68.8M | Buy |
1,103,432
+43,785
| +4% | +$2.64M | 0.99% | 15 |
|
|
2024
Q2 | $62M | Sell |
1,059,647
-20,419
| -2% | -$1.2M | 0.99% | 15 |
|
|
2024
Q1 | $65.6M | Buy |
1,080,066
+28,561
| +3% | +$1.62M | 1.09% | 15 |
|
|
2023
Q4 | $58.3M | Buy |
1,051,505
+56,615
| +6% | +$2.87M | 1.09% | 14 |
|
|
2023
Q3 | $49.6M | Buy |
994,890
+60,085
| +6% | +$3.15M | 1.07% | 12 |
|
|
2023
Q2 | $48.9M | Buy |
934,805
+65,185
| +7% | +$3.24M | 1.11% | 12 |
|
|
2023
Q1 | $43.5M | Sell |
869,620
-6,990
| -0.8% | -$356K | 1.16% | 11 |
|
|
2022
Q4 | $42.4M | Sell |
876,610
-29,300
| -3% | -$1.42M | 1.07% | 10 |
|
|
2022
Q3 | $39.7M | Buy |
905,910
+4,780
| +0.5% | +$231K | 1.11% | 10 |
|
|
2022
Q2 | $40.8M | Buy |
901,130
+7,450
| +0.8% | +$368K | 1.03% | 12 |
|
|
2022
Q1 | $48M | Buy |
893,680
+17,210
| +2% | +$916K | 1.07% | 11 |
|
|
2021
Q4 | $49.6M | Buy |
876,470
+29,990
| +4% | +$1.67M | 1.1% | 11 |
|
|
2021
Q3 | $44.5M | Buy |
846,480
+20,440
| +2% | +$1.1M | 1.13% | 10 |
|
|
2021
Q2 | $44.4M | Buy |
826,040
+33,645
| +4% | +$1.82M | 1.11% | 11 |
|
|
2021
Q1 | $41.2M | Buy |
792,395
+43,450
| +6% | +$2.17M | 1.14% | 11 |
|
|
2020
Q4 | $34.4M | Buy |
748,945
+7,730
| +1% | +$326K | 1.02% | 12 |
|
|
2020
Q3 | $27.5M | Sell |
741,215
-38,720
| -5% | -$1.45M | 0.9% | 13 |
|
|
2020
Q2 | $27.7M | Sell |
779,935
-28,045
| -3% | -$931K | 0.99% | 13 |
|
|
2020
Q1 | $23.2M | Sell |
807,980
-5,350
| -0.7% | -$199K | 1.07% | 14 |
|
|
2019
Q4 | $33.5M | Buy |
813,330
+8,880
| +1% | +$352K | 1.31% | 10 |
|
|
2019
Q3 | $31.1M | Buy |
804,450
+7,000
| +0.9% | +$269K | 1.34% | 9 |
|
|
2019
Q2 | $31M | Buy |
797,450
+24,330
| +3% | +$932K | 1.34% | 8 |
|
|
2019
Q1 | $29.3M | Buy |
773,120
+16,895
| +2% | +$624K | 1.32% | 9 |
|
|
2018
Q4 | $25.1M | Sell |
756,225
-22,245
| -3% | -$812K | 1.29% | 9 |
|
|
2018
Q3 | $31.3M | Buy |
778,470
+20,695
| +3% | +$832K | 1.4% | 8 |
|
|
2018
Q2 | $29.5M | Sell |
757,775
-78,410
| -9% | -$3.03M | 1.32% | 9 |
|
|
2018
Q1 | $31.4M | Buy |
836,185
+100,415
| +14% | +$3.84M | 1.32% | 9 |
|
|
2017
Q4 | $27.9M | Sell |
735,770
-112,125
| -13% | -$4.15M | 1.25% | 9 |
|
|
2017
Q3 | $30.3M | Sell |
847,895
-1,935
| -0.2% | -$67.4K | 1.43% | 9 |
|
|
2017
Q2 | $29.6M | Buy |
849,830
+39,790
| +5% | +$1.37M | 1.53% | 7 |
|
|
2017
Q1 | $27.7M | Sell |
810,040
-825
| -0.1% | -$28.1K | 1.57% | 8 |
|
|
2016
Q4 | $26.8M | Buy |
810,865
+38,195
| +5% | +$1.21M | 1.67% | 7 |
|
|
2016
Q3 | $23.9M | Sell |
772,670
-163,405
| -17% | -$5.05M | 1.61% | 10 |
|
|
2016
Q2 | $28M | Sell |
936,075
-136,425
| -13% | -$4M | 2.07% | 7 |
|
|
2016
Q1 | $30.9M | Sell |
1,072,500
-327,070
| -23% | -$8.74M | 2.65% | 6 |
|
|
2015
Q4 | $39M | Buy |
1,399,570
+266,505
| +24% | +$7.61M | 3.25% | 3 |
|
|
2015
Q3 | $31M | Sell |
1,133,065
-132,695
| -10% | -$3.86M | 3.9% | 3 |
|
|
2015
Q2 | $38M | Sell |
1,265,760
-98,070
| -7% | -$2.99M | 4.87% | 3 |
|
|
2015
Q1 | $41.5M | Buy |
1,363,830
+808,270
| +145% | +$23.9M | 4.93% | 1 |
|
|
2014
Q4 | $16.1M | Sell |
555,560
-68,355
| -11% | -$1.92M | 2.9% | 1 |
|
|
2014
Q3 | $17.1M | Buy |
623,915
+497,550
| +394% | +$14M | 4% | 3 |
|
|
2014
Q2 | $3.62M | Buy |
+126,365
| New | +$3.47M | 1.21% | 10 |
|
Other funds holding IJH
Stratos Wealth Partners's IJH Position: Q1 2026 in Review
Stratos Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q1 2026, buying an estimated $1.35M and bringing the position to 1,088,298 shares worth $73.5M. The position accounts for 0.84% of the portfolio, ranked #18.
Stratos Wealth Partners first reported a position in IJH in Q2 2014 and has held it in 48 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Stratos Wealth Partners held 1,088,298 shares of iShares Core S&P Mid-Cap ETF worth $73.5M as of Q1 2026.
- Stratos Wealth Partners bought 19,527 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.35M.
- iShares Core S&P Mid-Cap ETF made up 0.84% of Stratos Wealth Partners's portfolio in Q1 2026, its #18 holding.
- Stratos Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.