Transcendent Capital Group’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
$10.4M Buy
153,579
+38,529
+33% +$2.67M 4.73% 2
2025
Q4
$7.59M Buy
115,050
+613
+0.5% +$40.2K 3.44% 5
2025
Q3
$7.47M Buy
114,437
+8,131
+8% +$523K 3.34% 6
2025
Q2
$6.59M Buy
106,306
+1,731
+2% +$102K 3.39% 5
2025
Q1
$6.1M Buy
104,575
+946
+0.9% +$58.7K 3.43% 5
2024
Q4
$6.46M Buy
103,629
+10,803
+12% +$693K 3.34% 5
2024
Q3
$5.78M Buy
92,826
+5,001
+6% +$302K 2.97% 5
2024
Q2
$5.14M Sell
87,825
-1,322
-1% -$77.7K 2.96% 6
2024
Q1
$5.41M Buy
89,147
+52,387
+143% +$2.97M 3.15% 5
2023
Q4
$2.04M Buy
+36,760
New +$1.86M 1.36% 28

Other funds holding IJH

Transcendent Capital Group's IJH Position: Q1 2026 in Review

Transcendent Capital Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q1 2026, buying an estimated $2.67M and bringing the position to 153,579 shares worth $10.4M. The position accounts for 4.73% of the portfolio, ranked #2.

Transcendent Capital Group first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Transcendent Capital Group held 153,579 shares of iShares Core S&P Mid-Cap ETF worth $10.4M as of Q1 2026.
  • Transcendent Capital Group bought 38,529 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.67M.
  • iShares Core S&P Mid-Cap ETF made up 4.73% of Transcendent Capital Group's portfolio in Q1 2026, its #2 holding.
  • Transcendent Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.