Towercrest Capital 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
Q1
$15.6M Buy
230,280
+10,186
+5% +$707K 2.42% 14
2025
Q4
$14.5M Buy
220,094
+5,242
+2% +$343K 2.29% 14
2025
Q3
$14M Buy
214,852
+20,636
+11% +$1.33M 2.25% 14
2025
Q2
$12M Buy
194,216
+13,667
+8% +$802K 2.15% 16
2025
Q1
$10.5M Sell
180,549
-64,544
-26% -$4.01M 2% 16
2024
Q4
$15.3M Buy
245,093
+5,102
+2% +$327K 2.47% 13
2024
Q3
$15M Sell
239,991
-27,647
-10% -$1.67M 2.41% 13
2024
Q2
$15.7M Buy
267,638
+1,370
+0.5% +$80.5K 2.58% 12
2024
Q1
$16.2M Buy
266,268
+743
+0.3% +$42.1K 2.73% 11
2023
Q4
$14.7M Buy
265,525
+13,410
+5% +$680K 2.63% 13
2023
Q3
$12.6M Sell
252,115
-2,210
-0.9% -$116K 2.45% 13
2023
Q2
$13.3M Buy
254,325
+37,600
+17% +$1.87M 2.48% 12
2023
Q1
$10.8M Sell
216,725
-4,835
-2% -$246K 2.25% 15
2022
Q4
$10.7M Sell
221,560
-2,050
-0.9% -$99K 2.37% 14
2022
Q3
$9.81M Buy
223,610
+19,005
+9% +$919K 2.29% 15
2022
Q2
$9.26M Buy
204,605
+1,870
+0.9% +$92.3K 2.07% 18
2022
Q1
$10.9M Sell
202,735
-2,345
-1% -$125K 2.12% 17
2021
Q4
$11.6M Buy
205,080
+5,775
+3% +$321K 2.12% 18
2021
Q3
$10.5M Buy
199,305
+12,700
+7% +$683K 1.99% 22
2021
Q2
$10M Buy
186,605
+19,165
+11% +$1.03M 1.94% 24
2021
Q1
$8.72M Sell
167,440
-9,840
-6% -$491K 1.87% 24
2020
Q4
$8.15M Buy
177,280
+1,145
+0.7% +$48.2K 1.83% 23
2020
Q3
$6.53M Sell
176,135
-22,700
-11% -$849K 1.6% 27
2020
Q2
$7.08M Buy
198,835
+35,410
+22% +$1.18M 1.85% 23
2020
Q1
$4.71M Buy
163,425
+2,485
+2% +$92.4K 1.41% 27
2019
Q4
$6.62M Buy
160,940
+3,915
+2% +$155K 1.69% 24
2019
Q3
$6.07M Buy
157,025
+410
+0.3% +$15.8K 1.68% 24
2019
Q2
$6.08M Sell
156,615
-32,820
-17% -$1.26M 1.72% 24
2019
Q1
$7.17M Buy
189,435
+21,055
+13% +$778K 2.07% 17
2018
Q4
$5.59M Buy
168,380
+9,685
+6% +$353K 1.8% 21
2018
Q3
$6.39M Sell
158,695
-1,980
-1% -$79.6K 1.89% 22
2018
Q2
$6.26M Buy
160,675
+3,565
+2% +$138K 1.97% 19
2018
Q1
$5.89M Buy
157,110
+5,405
+4% +$207K 4.08% 12
2017
Q4
$5.76M Sell
151,705
-46,010
-23% -$1.7M 4.19% 11
2017
Q3
$7.07M Buy
197,715
+520
+0.3% +$18.1K 5.42% 8
2017
Q2
$6.86M Sell
197,195
-16,030
-8% -$553K 5.37% 8
2017
Q1
$7.68M Sell
213,225
-15,880
-7% -$540K 6.4% 5
2016
Q4
$7.58M Sell
229,105
-2,740
-1% -$86.9K 6.6% 6
2016
Q3
$7.17M Buy
231,845
+8,695
+4% +$269K 6.38% 6
2016
Q2
$6.67M Buy
223,150
+15,885
+8% +$466K 6.41% 8
2016
Q1
$5.98M Sell
207,265
-2,590
-1% -$69.2K 6.32% 7
2015
Q4
$5.85M Buy
209,855
+3,450
+2% +$98.6K 6.31% 6
2015
Q3
$5.64M Buy
206,405
+8,785
+4% +$255K 6.22% 6
2015
Q2
$5.93M Buy
197,620
+945
+0.5% +$28.8K 6.26% 8
2015
Q1
$5.89M Buy
196,675
+7,055
+4% +$209K 6.16% 8
2014
Q4
$5.49M Buy
+189,620
New +$5.33M 6.36% 7

Other funds holding IJH

Towercrest Capital Management's IJH Position: Q1 2026 in Review

Towercrest Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q1 2026, buying an estimated $707K and bringing the position to 230,280 shares worth $15.6M. The position accounts for 2.42% of the portfolio, ranked #14.

Towercrest Capital Management first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.2M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Towercrest Capital Management held 230,280 shares of iShares Core S&P Mid-Cap ETF worth $15.6M as of Q1 2026.
  • Towercrest Capital Management bought 10,186 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $707K.
  • iShares Core S&P Mid-Cap ETF made up 2.42% of Towercrest Capital Management's portfolio in Q1 2026, its #14 holding.
  • Towercrest Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Towercrest Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $16.2M in Q1 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.