Valmark Advisers’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 | $60.8M | Sell |
900,671
-847
| -0.1% | -$58.8K | 0.72% | 30 |
|
|
2025
Q4 | $59.5M | Sell |
901,518
-18,531
| -2% | -$1.21M | 0.73% | 29 |
|
|
2025
Q3 | $60M | Buy |
920,049
+3,779
| +0.4% | +$243K | 0.78% | 28 |
|
|
2025
Q2 | $56.8M | Sell |
916,270
-14,340
| -2% | -$842K | 0.79% | 26 |
|
|
2025
Q1 | $54.3M | Sell |
930,610
-3,547
| -0.4% | -$220K | 0.82% | 26 |
|
|
2024
Q4 | $58.2M | Sell |
934,157
-15,038
| -2% | -$964K | 0.9% | 26 |
|
|
2024
Q3 | $59.2M | Sell |
949,195
-10,871
| -1% | -$656K | 0.92% | 27 |
|
|
2024
Q2 | $56.2M | Sell |
960,066
-23,608
| -2% | -$1.39M | 0.95% | 27 |
|
|
2024
Q1 | $59.7M | Sell |
983,674
-26,246
| -3% | -$1.49M | 1.04% | 24 |
|
|
2023
Q4 | $56M | Sell |
1,009,920
-27,150
| -3% | -$1.38M | 1.05% | 25 |
|
|
2023
Q3 | $51.7M | Sell |
1,037,070
-12,010
| -1% | -$629K | 1.07% | 26 |
|
|
2023
Q2 | $54.9M | Sell |
1,049,080
-25,235
| -2% | -$1.25M | 1.12% | 25 |
|
|
2023
Q1 | $53.8M | Sell |
1,074,315
-3,720
| -0.3% | -$190K | 1.16% | 25 |
|
|
2022
Q4 | $52.2M | Sell |
1,078,035
-16,325
| -1% | -$789K | 1.2% | 24 |
|
|
2022
Q3 | $48M | Sell |
1,094,360
-13,175
| -1% | -$637K | 0.97% | 28 |
|
|
2022
Q2 | $50.1M | Sell |
1,107,535
-24,825
| -2% | -$1.23M | 0.97% | 26 |
|
|
2022
Q1 | $60.8M | Sell |
1,132,360
-18,525
| -2% | -$986K | 1.07% | 26 |
|
|
2021
Q4 | $65.2M | Sell |
1,150,885
-37,505
| -3% | -$2.09M | 1.12% | 24 |
|
|
2021
Q3 | $62.5M | Sell |
1,188,390
-10,430
| -0.9% | -$561K | 1.14% | 24 |
|
|
2021
Q2 | $64.4M | Sell |
1,198,820
-122,525
| -9% | -$6.62M | 1.18% | 22 |
|
|
2021
Q1 | $68.8M | Sell |
1,321,345
-27,610
| -2% | -$1.38M | 1.33% | 20 |
|
|
2020
Q4 | $62M | Sell |
1,348,955
-69,000
| -5% | -$2.91M | 1.26% | 21 |
|
|
2020
Q3 | $52.6M | Sell |
1,417,955
-89,395
| -6% | -$3.34M | 1.19% | 22 |
|
|
2020
Q2 | $53.6M | Sell |
1,507,350
-2,337,150
| -61% | -$77.6M | 1.26% | 22 |
|
|
2020
Q1 | $111M | Sell |
3,844,500
-4,458,875
| -54% | -$166M | 2.89% | 14 |
|
|
2019
Q4 | $342M | Sell |
8,303,375
-292,685
| -3% | -$11.6M | 7.42% | 3 |
|
|
2019
Q3 | $332M | Sell |
8,596,060
-227,880
| -3% | -$8.76M | 7.38% | 3 |
|
|
2019
Q2 | $343M | Sell |
8,823,940
-95,175
| -1% | -$3.65M | 7.53% | 3 |
|
|
2019
Q1 | $338M | Sell |
8,919,115
-500,190
| -5% | -$18.5M | 7.53% | 3 |
|
|
2018
Q4 | $313M | Buy |
9,419,305
+417,380
| +5% | +$15.2M | 7.5% | 3 |
|
|
2018
Q3 | $362M | Sell |
9,001,925
-91,075
| -1% | -$3.66M | 7.94% | 3 |
|
|
2018
Q2 | $354M | Sell |
9,093,000
-427,670
| -4% | -$16.5M | 7.84% | 3 |
|
|
2018
Q1 | $357M | Sell |
9,520,670
-152,230
| -2% | -$5.82M | 7.83% | 3 |
|
|
2017
Q4 | $367M | Buy |
9,672,900
+183,490
| +2% | +$6.79M | 7.88% | 3 |
|
|
2017
Q3 | $340M | Buy |
9,489,410
+11,710
| +0.1% | +$408K | 7.94% | 4 |
|
|
2017
Q2 | $330M | Sell |
9,477,700
-43,620
| -0.5% | -$1.51M | 7.95% | 4 |
|
|
2017
Q1 | $326M | Sell |
9,521,320
-28,795
| -0.3% | -$980K | 8% | 4 |
|
|
2016
Q4 | $316M | Sell |
9,550,115
-828,630
| -8% | -$26.3M | 7.98% | 4 |
|
|
2016
Q3 | $321M | Sell |
10,378,745
-444,240
| -4% | -$13.7M | 8.03% | 4 |
|
|
2016
Q2 | $323M | Sell |
10,822,985
-453,620
| -4% | -$13.3M | 8.14% | 4 |
|
|
2016
Q1 | $325M | Sell |
11,276,605
-187,690
| -2% | -$5.01M | 8.16% | 4 |
|
|
2015
Q4 | $314M | Sell |
11,464,295
-829,545
| -7% | -$23.7M | 8.07% | 4 |
|
|
2015
Q3 | $343M | Buy |
12,293,840
+38,345
| +0.3% | +$1.11M | 8.29% | 4 |
|
|
2015
Q2 | $368M | Buy |
12,255,495
+159,990
| +1% | +$4.88M | 8.36% | 4 |
|
|
2015
Q1 | $368M | Sell |
12,095,505
-235,135
| -2% | -$6.96M | 8.4% | 4 |
|
|
2014
Q4 | $357M | Sell |
12,330,640
-292,820
| -2% | -$8.23M | 8.31% | 4 |
|
|
2014
Q3 | $345M | Buy |
12,623,460
+426,980
| +4% | +$12M | 8.27% | 4 |
|
|
2014
Q2 | $349M | Sell |
12,196,480
-1,877,295
| -13% | -$51.6M | 8.36% | 4 |
|
|
2014
Q1 | $387M | Buy |
14,073,775
+649,305
| +5% | +$17.5M | 9.94% | 3 |
|
|
2013
Q4 | $359M | Buy |
13,424,470
+705,580
| +6% | +$18.2M | 9.86% | 3 |
|
|
2013
Q3 | $316M | Buy |
12,718,890
+887,025
| +7% | +$21.6M | 9.72% | 3 |
|
|
2013
Q2 | $273M | Buy |
+11,831,865
| New | +$275M | 9.58% | 4 |
|
Other funds holding IJH
Valmark Advisers's IJH Position: Q1 2026 in Review
Valmark Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.09% in Q1 2026, selling an estimated $58.8K and leaving 900,671 shares worth $60.8M. The position accounts for 0.72% of the portfolio, ranked #30.
Valmark Advisers first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $387M in Q1 2014. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Valmark Advisers held 900,671 shares of iShares Core S&P Mid-Cap ETF worth $60.8M as of Q1 2026.
- Valmark Advisers sold 847 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $58.8K.
- iShares Core S&P Mid-Cap ETF made up 0.72% of Valmark Advisers's portfolio in Q1 2026, its #30 holding.
- Valmark Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Valmark Advisers's iShares Core S&P Mid-Cap ETF position peaked at $387M in Q1 2014.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.