U.S. Capital Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
U.S. Capital Wealth Advisors's IJH Position: Q1 2026 in Review
U.S. Capital Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q1 2026, selling an estimated $131K and leaving 25,739 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #377.
U.S. Capital Wealth Advisors first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q1 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- U.S. Capital Wealth Advisors held 25,739 shares of iShares Core S&P Mid-Cap ETF worth $1.74M as of Q1 2026.
- U.S. Capital Wealth Advisors sold 1,888 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $131K.
- iShares Core S&P Mid-Cap ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #377 holding.
- U.S. Capital Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
- U.S. Capital Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.92M in Q1 2022.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.