WealthShield Partners’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 | $1.55M | Sell |
22,957
-309
| -1% | -$21.4K | 0.17% | 144 |
|
|
2025
Q4 | $1.54M | Buy |
23,266
+3,815
| +20% | +$250K | 0.17% | 134 |
|
|
2025
Q3 | $1.27M | Sell |
19,451
-33
| -0.2% | -$2.12K | 0.14% | 155 |
|
|
2025
Q2 | $1.21M | Sell |
19,484
-764
| -4% | -$44.8K | 0.15% | 158 |
|
|
2025
Q1 | $1.18M | Buy |
20,248
+6,359
| +46% | +$395K | 0.15% | 147 |
|
|
2024
Q4 | $865K | Sell |
13,889
-6,314
| -31% | -$405K | 0.12% | 167 |
|
|
2024
Q3 | $1.26M | Buy |
20,203
+5,420
| +37% | +$327K | 0.17% | 135 |
|
|
2024
Q2 | $865K | Sell |
14,783
-78
| -0.5% | -$4.58K | 0.13% | 161 |
|
|
2024
Q1 | $903K | Sell |
14,861
-5,364
| -27% | -$304K | 0.15% | 150 |
|
|
2023
Q4 | $1.12M | Sell |
20,225
-27,635
| -58% | -$1.4M | 0.18% | 135 |
|
|
2023
Q3 | $2.4M | Buy |
47,860
+23,275
| +95% | +$1.22M | 0.36% | 73 |
|
|
2023
Q2 | $1.29M | Sell |
24,585
-1,515
| -6% | -$75.3K | 0.19% | 126 |
|
|
2023
Q1 | $1.31M | Buy |
26,100
+35
| +0.1% | +$1.78K | 0.21% | 123 |
|
|
2022
Q4 | $1.26M | Buy |
26,065
+4,490
| +21% | +$217K | 0.24% | 113 |
|
|
2022
Q3 | $946K | Buy |
21,575
+185
| +0.9% | +$8.94K | 0.19% | 133 |
|
|
2022
Q2 | $968K | Buy |
21,390
+20
| +0.1% | +$987 | 0.19% | 133 |
|
|
2022
Q1 | $1.15M | Sell |
21,370
-14,380
| -40% | -$766K | 0.18% | 130 |
|
|
2021
Q4 | $2.02M | Buy |
35,750
+25,900
| +263% | +$1.44M | 0.34% | 66 |
|
|
2021
Q3 | $519K | Sell |
9,850
-26,505
| -73% | -$1.43M | 0.14% | 137 |
|
|
2021
Q2 | $1.95M | Sell |
36,355
-1,780
| -5% | -$96.1K | 0.31% | 64 |
|
|
2021
Q1 | $1.99M | Sell |
38,135
-12,910
| -25% | -$645K | 0.36% | 69 |
|
|
2020
Q4 | $2.35M | Buy |
51,045
+40,335
| +377% | +$1.7M | 0.43% | 59 |
|
|
2020
Q3 | $397K | Buy |
10,710
+245
| +2% | +$9.16K | 0.14% | 159 |
|
|
2020
Q2 | $372K | Sell |
10,465
-5,735
| -35% | -$190K | 0.17% | 134 |
|
|
2020
Q1 | $466K | Sell |
16,200
-21,500
| -57% | -$799K | 0.29% | 77 |
|
|
2019
Q4 | $1.55M | Sell |
37,700
-2,935
| -7% | -$116K | 0.76% | 27 |
|
|
2019
Q3 | $1.57M | Sell |
40,635
-5,705
| -12% | -$219K | 0.83% | 25 |
|
|
2019
Q2 | $1.8M | Buy |
46,340
+790
| +2% | +$30.3K | 1.04% | 24 |
|
|
2019
Q1 | $1.73M | Sell |
45,550
-2,370
| -5% | -$87.5K | 0.96% | 22 |
|
|
2018
Q4 | $1.59M | Buy |
47,920
+12,760
| +36% | +$466K | 1.08% | 24 |
|
|
2018
Q3 | $1.42M | Buy |
35,160
+4,650
| +15% | +$187K | 0.81% | 25 |
|
|
2018
Q2 | $1.19M | Buy |
30,510
+3,685
| +14% | +$142K | 0.73% | 29 |
|
|
2018
Q1 | $1.01M | Buy |
26,825
+5,845
| +28% | +$224K | 0.64% | 29 |
|
|
2017
Q4 | $804K | Buy |
+20,980
| New | +$776K | 0.49% | 42 |
|
Other funds holding IJH
WealthShield Partners's IJH Position: Q1 2026 in Review
WealthShield Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, selling an estimated $21.4K and leaving 22,957 shares worth $1.55M. The position accounts for 0.17% of the portfolio, ranked #144.
WealthShield Partners first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.4M in Q3 2023. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- WealthShield Partners held 22,957 shares of iShares Core S&P Mid-Cap ETF worth $1.55M as of Q1 2026.
- WealthShield Partners sold 309 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $21.4K.
- iShares Core S&P Mid-Cap ETF made up 0.17% of WealthShield Partners's portfolio in Q1 2026, its #144 holding.
- WealthShield Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- WealthShield Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.4M in Q3 2023.
- 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.