Tortoise Investment 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
Q2 | $1.93M | Sell |
25,069
-725
| -3% | -$53.2K | 0.14% | 101 |
|
|
2026
Q1 | $1.74M | Sell |
25,794
-140
| -0.5% | -$9.71K | 0.14% | 98 |
|
|
2025
Q4 | $1.71M | Hold |
25,934
| – | – | 0.15% | 100 |
|
|
2025
Q3 | $1.69M | Buy |
25,934
+4,819
| +23% | +$310K | 0.15% | 98 |
|
|
2025
Q2 | $1.31M | Sell |
21,115
-370
| -2% | -$21.7K | 0.12% | 103 |
|
|
2025
Q1 | $1.25M | Hold |
21,485
| – | – | 0.13% | 101 |
|
|
2024
Q4 | $1.34M | Sell |
21,485
-275
| -1% | -$17.6K | 0.14% | 98 |
|
|
2024
Q3 | $1.36M | Sell |
21,760
-500
| -2% | -$30.2K | 0.14% | 101 |
|
|
2024
Q2 | $1.3M | Sell |
22,260
-150
| -0.7% | -$8.81K | 0.15% | 99 |
|
|
2024
Q1 | $1.36M | Sell |
22,410
-595
| -3% | -$33.7K | 0.17% | 93 |
|
|
2023
Q4 | $1.28M | Buy |
23,005
+7,400
| +47% | +$375K | 0.17% | 90 |
|
|
2023
Q3 | $778K | Buy |
15,605
+3,065
| +24% | +$161K | 0.12% | 116 |
|
|
2023
Q2 | $656K | Hold |
12,540
| – | – | 0.1% | 127 |
|
|
2023
Q1 | $627K | Buy |
12,540
+260
| +2% | +$13.2K | 0.1% | 120 |
|
|
2022
Q4 | $594K | Hold |
12,280
| – | – | 0.1% | 123 |
|
|
2022
Q3 | $539K | Sell |
12,280
-85
| -0.7% | -$4.11K | 0.1% | 117 |
|
|
2022
Q2 | $559K | Buy |
12,365
+305
| +3% | +$15.1K | 0.11% | 114 |
|
|
2022
Q1 | $647K | Hold |
12,060
| – | – | 0.12% | 106 |
|
|
2021
Q4 | $683K | Hold |
12,060
| – | – | 0.13% | 94 |
|
|
2021
Q3 | $635K | Hold |
12,060
| – | – | 0.13% | 93 |
|
|
2021
Q2 | $648K | Hold |
12,060
| – | – | 0.13% | 92 |
|
|
2021
Q1 | $628K | Hold |
12,060
| – | – | 0.14% | 87 |
|
|
2020
Q4 | $554K | Sell |
12,060
-545
| -4% | -$23K | 0.13% | 90 |
|
|
2020
Q3 | $467K | Sell |
12,605
-495
| -4% | -$18.5K | 0.11% | 95 |
|
|
2020
Q2 | $466K | Hold |
13,100
| – | – | 0.12% | 85 |
|
|
2020
Q1 | $377K | Hold |
13,100
| – | – | 0.11% | 98 |
|
|
2019
Q4 | $539K | Hold |
13,100
| – | – | 0.13% | 87 |
|
|
2019
Q3 | $506K | Hold |
13,100
| – | – | 0.13% | 91 |
|
|
2019
Q2 | $509K | Hold |
13,100
| – | – | 0.13% | 91 |
|
|
2019
Q1 | $496K | Hold |
13,100
| – | – | 0.13% | 90 |
|
|
2018
Q4 | $435K | Hold |
13,100
| – | – | 0.12% | 97 |
|
|
2018
Q3 | $527K | Hold |
13,100
| – | – | 0.14% | 89 |
|
|
2018
Q2 | $510K | Sell |
13,100
-1,690
| -11% | -$65.3K | 0.14% | 87 |
|
|
2018
Q1 | $555K | Hold |
14,790
| – | – | 0.15% | 83 |
|
|
2017
Q4 | $561K | Hold |
14,790
| – | – | 0.16% | 85 |
|
|
2017
Q3 | $529K | Hold |
14,790
| – | – | 0.16% | 81 |
|
|
2017
Q2 | $515K | Hold |
14,790
| – | – | 0.17% | 77 |
|
|
2017
Q1 | $506K | Sell |
14,790
-2,040
| -12% | -$69.4K | 0.17% | 76 |
|
|
2016
Q4 | $557K | Sell |
16,830
-65
| -0.4% | -$2.06K | 0.19% | 70 |
|
|
2016
Q3 | $523K | Buy |
16,895
+2,105
| +14% | +$65.1K | 0.18% | 68 |
|
|
2016
Q2 | $442K | Hold |
14,790
| – | – | 0.15% | 75 |
|
|
2016
Q1 | $427K | Sell |
14,790
-1,000
| -6% | -$26.7K | 0.15% | 77 |
|
|
2015
Q4 | $440K | Hold |
15,790
| – | – | 0.16% | 79 |
|
|
2015
Q3 | $431K | Hold |
15,790
| – | – | 0.16% | 76 |
|
|
2015
Q2 | $474K | Hold |
15,790
| – | – | 0.18% | 76 |
|
|
2015
Q1 | $480K | Buy |
15,790
+1,595
| +11% | +$47.2K | 0.18% | 73 |
|
|
2014
Q4 | $411K | Buy |
14,195
+2,690
| +23% | +$75.6K | 0.16% | 76 |
|
|
2014
Q3 | $315K | Hold |
11,505
| – | – | 0.13% | 81 |
|
|
2014
Q2 | $329K | Hold |
11,505
| – | – | 0.14% | 78 |
|
|
2014
Q1 | $316K | Buy |
11,505
+915
| +9% | +$24.6K | 0.15% | 80 |
|
|
2013
Q4 | $283K | Buy |
10,590
+4,595
| +77% | +$119K | 0.16% | 78 |
|
|
2013
Q3 | $149K | Hold |
5,995
| – | – | 0.09% | 94 |
|
|
2013
Q2 | $138K | Buy |
+5,995
| New | +$139K | 0.09% | 88 |
|
Other funds holding IJH
Tortoise Investment Management's IJH Position: Q2 2026 in Review
Tortoise Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, selling an estimated $53.2K and leaving 25,069 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #101.
Tortoise Investment Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Tortoise Investment Management held 25,069 shares of iShares Core S&P Mid-Cap ETF worth $1.93M as of Q2 2026.
- Tortoise Investment Management sold 725 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.2K.
- iShares Core S&P Mid-Cap ETF made up 0.14% of Tortoise Investment Management's portfolio in Q2 2026, its #101 holding.
- Tortoise Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.