Waters Parkerson & Co’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 | $1.13M | Buy |
14,605
+470
| +3% | +$34.5K | 0.06% | 104 |
|
|
2026
Q1 | $955K | Sell |
14,135
-490
| -3% | -$34K | 0.05% | 103 |
|
|
2025
Q4 | $965K | Sell |
14,625
-335
| -2% | -$21.9K | 0.05% | 103 |
|
|
2025
Q3 | $976K | Buy |
14,960
+805
| +6% | +$51.7K | 0.05% | 104 |
|
|
2025
Q2 | $878K | Buy |
14,155
+90
| +0.6% | +$5.28K | 0.04% | 108 |
|
|
2025
Q1 | $821K | Buy |
14,065
+885
| +7% | +$55K | 0.04% | 107 |
|
|
2024
Q4 | $821K | Buy |
13,180
+660
| +5% | +$42.3K | 0.04% | 109 |
|
|
2024
Q3 | $780K | Buy |
12,520
+660
| +6% | +$39.8K | 0.04% | 109 |
|
|
2024
Q2 | $694K | Buy |
11,860
+415
| +4% | +$24.4K | 0.04% | 106 |
|
|
2024
Q1 | $695K | Buy |
11,445
+625
| +6% | +$35.4K | 0.04% | 111 |
|
|
2023
Q4 | $600K | Buy |
10,820
+120
| +1% | +$6.09K | 0.03% | 115 |
|
|
2023
Q3 | $534K | Sell |
10,700
-160
| -1% | -$8.38K | 0.03% | 117 |
|
|
2023
Q2 | $568K | Sell |
10,860
-150
| -1% | -$7.46K | 0.03% | 115 |
|
|
2023
Q1 | $551K | Sell |
11,010
-100
| -0.9% | -$5.09K | 0.03% | 114 |
|
|
2022
Q4 | $537K | Hold |
11,110
| – | – | 0.03% | 115 |
|
|
2022
Q3 | $487K | Sell |
11,110
-35
| -0.3% | -$1.69K | 0.03% | 115 |
|
|
2022
Q2 | $504K | Buy |
11,145
+325
| +3% | +$16K | 0.03% | 117 |
|
|
2022
Q1 | $581K | Buy |
10,820
+475
| +5% | +$25.3K | 0.03% | 118 |
|
|
2021
Q4 | $586K | Buy |
10,345
+25
| +0.2% | +$1.39K | 0.03% | 122 |
|
|
2021
Q3 | $543K | Hold |
10,320
| – | – | 0.03% | 120 |
|
|
2021
Q2 | $555K | Sell |
10,320
-605
| -6% | -$32.7K | 0.03% | 116 |
|
|
2021
Q1 | $569K | Buy |
10,925
+815
| +8% | +$40.7K | 0.04% | 112 |
|
|
2020
Q4 | $465K | Sell |
10,110
-500
| -5% | -$21.1K | 0.03% | 120 |
|
|
2020
Q3 | $393K | Sell |
10,610
-1,740
| -14% | -$65K | 0.03% | 121 |
|
|
2020
Q2 | $439K | Sell |
12,350
-1,115
| -8% | -$37K | 0.04% | 112 |
|
|
2020
Q1 | $387K | Buy |
13,465
+910
| +7% | +$33.8K | 0.04% | 111 |
|
|
2019
Q4 | $517K | Buy |
12,555
+3,415
| +37% | +$135K | 0.04% | 105 |
|
|
2019
Q3 | $353K | Buy |
9,140
+775
| +9% | +$29.8K | 0.03% | 123 |
|
|
2019
Q2 | $325K | Buy |
8,365
+60
| +0.7% | +$2.3K | 0.03% | 128 |
|
|
2019
Q1 | $315K | Hold |
8,305
| – | – | 0.03% | 128 |
|
|
2018
Q4 | $276K | Buy |
8,305
+150
| +2% | +$5.47K | 0.03% | 131 |
|
|
2018
Q3 | $328K | Hold |
8,155
| – | – | 0.03% | 124 |
|
|
2018
Q2 | $318K | Sell |
8,155
-25
| -0.3% | -$966 | 0.03% | 125 |
|
|
2018
Q1 | $307K | Buy |
8,180
+715
| +10% | +$27.4K | 0.03% | 135 |
|
|
2017
Q4 | $283K | Buy |
7,465
+60
| +0.8% | +$2.22K | 0.02% | 145 |
|
|
2017
Q3 | $265K | Buy |
7,405
+210
| +3% | +$7.31K | 0.02% | 149 |
|
|
2017
Q2 | $250K | Buy |
7,195
+655
| +10% | +$22.6K | 0.02% | 147 |
|
|
2017
Q1 | $224K | Buy |
+6,540
| New | +$223K | 0.02% | 154 |
|
Other funds holding IJH
CCA
MRC
Waters Parkerson & Co's IJH Position: Q2 2026 in Review
Waters Parkerson & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.3% in Q2 2026, buying an estimated $34.5K and bringing the position to 14,605 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #104.
Waters Parkerson & Co first reported a position in IJH in Q1 2017 and has held it in 38 quarters since. 1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Waters Parkerson & Co held 14,605 shares of iShares Core S&P Mid-Cap ETF worth $1.13M as of Q2 2026.
- Waters Parkerson & Co bought 470 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $34.5K.
- iShares Core S&P Mid-Cap ETF made up 0.06% of Waters Parkerson & Co's portfolio in Q2 2026, its #104 holding.
- Waters Parkerson & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
- 1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.