Trilogy Capital’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 | $52M | Buy |
674,236
+18,559
| +3% | +$1.36M | 2.02% | 10 |
|
|
2026
Q1 | $44.3M | Buy |
655,677
+9,352
| +1% | +$649K | 1.95% | 11 |
|
|
2025
Q4 | $42.7M | Sell |
646,325
-134,476
| -17% | -$8.81M | 1.91% | 12 |
|
|
2025
Q3 | $51M | Buy |
780,801
+16,173
| +2% | +$1.04M | 2.35% | 13 |
|
|
2025
Q2 | $47.4M | Buy |
764,628
+49,710
| +7% | +$2.92M | 2.31% | 12 |
|
|
2025
Q1 | $41.7M | Buy |
714,918
+361,650
| +102% | +$22.5M | 2.19% | 13 |
|
|
2024
Q4 | $22M | Sell |
353,268
-2,843
| -0.8% | -$182K | 1.13% | 26 |
|
|
2024
Q3 | $22.2M | Buy |
356,111
+4,438
| +1% | +$268K | 1.12% | 26 |
|
|
2024
Q2 | $20.6M | Sell |
351,673
-1,669
| -0.5% | -$98.1K | 1.12% | 26 |
|
|
2024
Q1 | $21.5M | Buy |
353,342
+3,527
| +1% | +$200K | 1.23% | 25 |
|
|
2023
Q4 | $19.4M | Buy |
349,815
+18,065
| +5% | +$916K | 1.2% | 25 |
|
|
2023
Q3 | $16.5M | Buy |
331,750
+5,120
| +2% | +$268K | 1.12% | 31 |
|
|
2023
Q2 | $17.6M | Sell |
326,630
-3,640
| -1% | -$181K | 1.12% | 26 |
|
|
2023
Q1 | $16.5M | Sell |
330,270
-1,950
| -0.6% | -$99.3K | 1.17% | 31 |
|
|
2022
Q4 | $16.1M | Sell |
332,220
-245
| -0.1% | -$11.8K | 1.14% | 28 |
|
|
2022
Q3 | $14.6M | Sell |
332,465
-88,355
| -21% | -$4.27M | 1.31% | 23 |
|
|
2022
Q2 | $19M | Sell |
420,820
-93,315
| -18% | -$4.61M | 1.66% | 17 |
|
|
2022
Q1 | $27.6M | Buy |
514,135
+68,910
| +15% | +$3.67M | 1.98% | 13 |
|
|
2021
Q4 | $25.2M | Buy |
445,225
+155
| +0% | +$8.63K | 1.89% | 17 |
|
|
2021
Q3 | $23.4M | Buy |
445,070
+17,365
| +4% | +$934K | 1.78% | 19 |
|
|
2021
Q2 | $23.1M | Sell |
427,705
-13,320
| -3% | -$719K | 1.7% | 19 |
|
|
2021
Q1 | $23M | Buy |
441,025
+61,565
| +16% | +$3.07M | 1.75% | 18 |
|
|
2020
Q4 | $17.4M | Buy |
379,460
+1,705
| +0.5% | +$71.8K | 1.43% | 26 |
|
|
2020
Q3 | $14M | Buy |
377,755
+11,995
| +3% | +$448K | 1.34% | 25 |
|
|
2020
Q2 | $13.3M | Buy |
365,760
+21,650
| +6% | +$719K | 1.32% | 27 |
|
|
2020
Q1 | $11.1M | Sell |
344,110
-60,930
| -15% | -$2.27M | 1.23% | 30 |
|
|
2019
Q4 | $16.6M | Sell |
405,040
-28,075
| -6% | -$1.11M | 1.62% | 18 |
|
|
2019
Q3 | $16.5M | Sell |
433,115
-28,060
| -6% | -$1.08M | 1.75% | 16 |
|
|
2019
Q2 | $17.9M | Sell |
461,175
-60,595
| -12% | -$2.32M | 1.98% | 14 |
|
|
2019
Q1 | $19.8M | Sell |
521,770
-129,660
| -20% | -$4.79M | 2.35% | 12 |
|
|
2018
Q4 | $21.6M | Sell |
651,430
-53,610
| -8% | -$1.96M | 2.91% | 11 |
|
|
2018
Q3 | $28.4M | Buy |
705,040
+8,355
| +1% | +$336K | 3.51% | 8 |
|
|
2018
Q2 | $27.1M | Buy |
696,685
+32,105
| +5% | +$1.24M | 3.65% | 8 |
|
|
2018
Q1 | $24.9M | Buy |
664,580
+57,080
| +9% | +$2.18M | 3.61% | 9 |
|
|
2017
Q4 | $23.1M | Buy |
+607,500
| New | +$22.5M | 3.75% | 8 |
|
Other funds holding IJH
Trilogy Capital's IJH Position: Q2 2026 in Review
Trilogy Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $1.36M and bringing the position to 674,236 shares worth $52M. The position accounts for 2.02% of the portfolio, ranked #10.
Trilogy Capital first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Trilogy Capital held 674,236 shares of iShares Core S&P Mid-Cap ETF worth $52M as of Q2 2026.
- Trilogy Capital bought 18,559 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
- iShares Core S&P Mid-Cap ETF made up 2.02% of Trilogy Capital's portfolio in Q2 2026, its #10 holding.
- Trilogy Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.