Tradition Wealth 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
$451K Buy
6,683
+295
+5% +$20.5K 0.03% 305
2025
Q4
$422K Buy
6,388
+10
+0.2% +$655 0.03% 311
2025
Q3
$416K Sell
6,378
-582
-8% -$37.4K 0.03% 320
2025
Q2
$432K Sell
6,960
-336
-5% -$19.7K 0.03% 286
2025
Q1
$426K Buy
7,296
+263
+4% +$16.3K 0.04% 277
2024
Q4
$438K Sell
7,033
-56
-0.8% -$3.59K 0.04% 272
2024
Q3
$442K Sell
7,089
-377
-5% -$22.7K 0.04% 263
2024
Q2
$437K Buy
7,466
+354
+5% +$20.8K 0.04% 253
2024
Q1
$432K Buy
7,112
+2
+0% +$113 0.04% 243
2023
Q4
$394K Sell
7,110
-11,910
-63% -$604K 0.04% 234
2023
Q3
$949K Buy
19,020
+12,680
+200% +$664K 0.11% 125
2023
Q2
$332K Buy
6,340
+5
+0.1% +$248 0.04% 233
2023
Q1
$317K Buy
6,335
+1,600
+34% +$81.5K 0.04% 232
2022
Q4
$229K Buy
4,735
+20
+0.4% +$966 0.03% 251
2022
Q3
$207K Hold
4,715
0.03% 250
2022
Q2
$213K Buy
4,715
+5
+0.1% +$247 0.03% 250
2022
Q1
$253K Buy
4,710
+5
+0.1% +$266 0.03% 264
2021
Q4
$266K Buy
4,705
+1,175
+33% +$65.4K 0.03% 263
2021
Q3
$186K Hold
3,530
0.03% 285
2021
Q2
$190K Buy
3,530
+5
+0.1% +$270 0.03% 293
2021
Q1
$183K Hold
3,525
0.03% 258
2020
Q4
$162K Buy
+3,525
New +$149K 0.03% 251

Other funds holding IJH

Tradition Wealth Management's IJH Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q1 2026, buying an estimated $20.5K and bringing the position to 6,683 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #305.

Tradition Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $949K in Q3 2023. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Tradition Wealth Management held 6,683 shares of iShares Core S&P Mid-Cap ETF worth $451K as of Q1 2026.
  • Tradition Wealth Management bought 295 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $20.5K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #305 holding.
  • Tradition Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $949K in Q3 2023.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.