Successful Portfolios’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
Q2
$490K Sell
6,473
-137
-2% -$10.1K 0.23% 89
2026
Q1
$444K Sell
6,610
-85
-1% -$5.9K 0.24% 86
2025
Q4
$463K Buy
6,695
+470
+8% +$30.8K 0.24% 88
2025
Q3
$406K Buy
6,225
+570
+10% +$36.6K 0.24% 87
2025
Q2
$351K Buy
5,655
+11
+0.2% +$646 0.22% 98
2025
Q1
$329K Buy
5,644
+94
+2% +$5.84K 0.22% 91
2024
Q4
$346K Buy
5,550
+129
+2% +$8.27K 0.23% 90
2024
Q3
$338K Buy
5,421
+87
+2% +$5.25K 0.23% 93
2024
Q2
$312K Sell
5,334
-411
-7% -$24.1K 0.22% 95
2024
Q1
$349K Buy
5,745
+750
+15% +$42.5K 0.24% 99
2023
Q4
$277K Buy
+4,995
New +$253K 0.21% 116

Other funds holding IJH

Successful Portfolios's IJH Position: Q2 2026 in Review

Successful Portfolios reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, selling an estimated $10.1K and leaving 6,473 shares worth $490K. The position accounts for 0.23% of the portfolio, ranked #89.

Successful Portfolios first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Successful Portfolios held 6,473 shares of iShares Core S&P Mid-Cap ETF worth $490K as of Q2 2026.
  • Successful Portfolios sold 137 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Successful Portfolios's portfolio in Q2 2026, its #89 holding.
  • Successful Portfolios first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.