United Capital Financial Advisors’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 | $36.1M | Sell |
535,062
-18,995
| -3% | -$1.32M | 0.22% | 86 |
|
|
2025
Q4 | $36.6M | Buy |
554,057
+46,072
| +9% | +$3.02M | 0.22% | 89 |
|
|
2025
Q3 | $33.2M | Buy |
507,985
+14,426
| +3% | +$927K | 0.24% | 84 |
|
|
2025
Q2 | $30.6M | Sell |
493,559
-18,042
| -4% | -$1.06M | 0.25% | 87 |
|
|
2025
Q1 | $29.9M | Sell |
511,601
-37
| -0% | -$2.3K | 0.26% | 85 |
|
|
2024
Q4 | $31.9M | Sell |
511,638
-2,146
| -0.4% | -$138K | 0.27% | 81 |
|
|
2024
Q3 | $32M | Buy |
513,784
+683
| +0.1% | +$41.2K | 0.26% | 81 |
|
|
2024
Q2 | $30M | Sell |
513,101
-23,655
| -4% | -$1.39M | 0.26% | 82 |
|
|
2024
Q1 | $32.6M | Sell |
536,756
-110,139
| -17% | -$6.24M | 0.27% | 82 |
|
|
2023
Q4 | $35.9M | Sell |
646,895
-724,275
| -53% | -$36.7M | 0.3% | 75 |
|
|
2023
Q3 | $68.4M | Sell |
1,371,170
-161,955
| -11% | -$8.49M | 0.45% | 46 |
|
|
2023
Q2 | $80.2M | Sell |
1,533,125
-21,145
| -1% | -$1.05M | 0.44% | 44 |
|
|
2023
Q1 | $77.8M | Sell |
1,554,270
-63,600
| -4% | -$3.24M | 0.43% | 43 |
|
|
2022
Q4 | $78.3M | Sell |
1,617,870
-57,225
| -3% | -$2.76M | 0.44% | 44 |
|
|
2022
Q3 | $73.5M | Sell |
1,675,095
-12,590
| -0.7% | -$609K | 0.43% | 42 |
|
|
2022
Q2 | $76.4M | Sell |
1,687,685
-19,775
| -1% | -$976K | 0.42% | 42 |
|
|
2022
Q1 | $91.6M | Sell |
1,707,460
-22,835
| -1% | -$1.22M | 0.45% | 41 |
|
|
2021
Q4 | $98M | Sell |
1,730,295
-660
| -0% | -$36.7K | 0.45% | 40 |
|
|
2021
Q3 | $91.1M | Buy |
1,730,955
+7,825
| +0.5% | +$421K | 0.46% | 40 |
|
|
2021
Q2 | $92.6M | Sell |
1,723,130
-106,385
| -6% | -$5.74M | 0.47% | 38 |
|
|
2021
Q1 | $95.2M | Sell |
1,829,515
-35,200
| -2% | -$1.76M | 0.53% | 37 |
|
|
2020
Q4 | $85.7M | Sell |
1,864,715
-42,395
| -2% | -$1.79M | 0.52% | 37 |
|
|
2020
Q3 | $70.7M | Sell |
1,907,110
-11,730
| -0.6% | -$439K | 0.46% | 43 |
|
|
2020
Q2 | $68.2M | Sell |
1,918,840
-1,170
| -0.1% | -$38.9K | 0.5% | 41 |
|
|
2020
Q1 | $51.8M | Buy |
1,920,010
+125,265
| +7% | +$4.66M | 0.43% | 51 |
|
|
2019
Q4 | $73.9M | Buy |
1,794,745
+63,725
| +4% | +$2.53M | 0.48% | 38 |
|
|
2019
Q3 | $66.9M | Sell |
1,731,020
-211,800
| -11% | -$8.14M | 0.47% | 40 |
|
|
2019
Q2 | $75.5M | Buy |
1,942,820
+36,475
| +2% | +$1.4M | 0.49% | 36 |
|
|
2019
Q1 | $72.2M | Sell |
1,906,345
-66,090
| -3% | -$2.44M | 0.51% | 33 |
|
|
2018
Q4 | $65.5M | Sell |
1,972,435
-88,540
| -4% | -$3.23M | 0.52% | 36 |
|
|
2018
Q3 | $83M | Buy |
2,060,975
+17,760
| +0.9% | +$714K | 0.58% | 25 |
|
|
2018
Q2 | $79.6M | Sell |
2,043,215
-20,860
| -1% | -$806K | 0.59% | 24 |
|
|
2018
Q1 | $77.4M | Sell |
2,064,075
-32,855
| -2% | -$1.26M | 0.59% | 23 |
|
|
2017
Q4 | $80M | Buy |
2,096,930
+11,245
| +0.5% | +$416K | 0.63% | 21 |
|
|
2017
Q3 | $74.6M | Buy |
2,085,685
+15,180
| +0.7% | +$529K | 0.63% | 21 |
|
|
2017
Q2 | $72M | Buy |
2,070,505
+76,895
| +4% | +$2.65M | 0.65% | 21 |
|
|
2017
Q1 | $68.3M | Buy |
1,993,610
+151,845
| +8% | +$5.17M | 0.64% | 21 |
|
|
2016
Q4 | $60.9M | Sell |
1,841,765
-839,460
| -31% | -$26.6M | 0.59% | 25 |
|
|
2016
Q3 | $83M | Buy |
2,681,225
+301,925
| +13% | +$9.33M | 0.81% | 14 |
|
|
2016
Q2 | $70.9M | Buy |
2,379,300
+562,395
| +31% | +$16.5M | 0.72% | 20 |
|
|
2016
Q1 | $52.6M | Sell |
1,816,905
-12,790
| -0.7% | -$342K | 0.58% | 27 |
|
|
2015
Q4 | $51M | Buy |
1,829,695
+48,630
| +3% | +$1.39M | 0.59% | 29 |
|
|
2015
Q3 | $48.7M | Buy |
1,781,065
+87,975
| +5% | +$2.56M | 0.58% | 25 |
|
|
2015
Q2 | $50.8M | Buy |
1,693,090
+106,840
| +7% | +$3.26M | 0.59% | 30 |
|
|
2015
Q1 | $47.5M | Buy |
1,586,250
+774,435
| +95% | +$22.9M | 0.58% | 29 |
|
|
2014
Q4 | $23.5M | Buy |
811,815
+176,540
| +28% | +$4.96M | 0.35% | 72 |
|
|
2014
Q3 | $17.4M | Buy |
635,275
+85,320
| +16% | +$2.4M | 0.3% | 86 |
|
|
2014
Q2 | $15.7M | Sell |
549,955
-4,140
| -0.7% | -$114K | 0.29% | 92 |
|
|
2014
Q1 | $15.2M | Buy |
554,095
+40,155
| +8% | +$1.08M | 0.32% | 72 |
|
|
2013
Q4 | $13.8M | Buy |
513,940
+72,825
| +17% | +$1.88M | 0.47% | 54 |
|
|
2013
Q3 | $11M | Buy |
441,115
+61,910
| +16% | +$1.51M | 0.35% | 64 |
|
|
2013
Q2 | $8.76M | Buy |
+379,205
| New | +$8.8M | 0.23% | 114 |
|
Other funds holding IJH
United Capital Financial Advisors's IJH Position: Q1 2026 in Review
United Capital Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, selling an estimated $1.32M and leaving 535,062 shares worth $36.1M. The position accounts for 0.22% of the portfolio, ranked #86.
United Capital Financial Advisors first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $98M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- United Capital Financial Advisors held 535,062 shares of iShares Core S&P Mid-Cap ETF worth $36.1M as of Q1 2026.
- United Capital Financial Advisors sold 18,995 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.32M.
- iShares Core S&P Mid-Cap ETF made up 0.22% of United Capital Financial Advisors's portfolio in Q1 2026, its #86 holding.
- United Capital Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $98M in Q4 2021.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.