Westmount 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
Q2
$923K Buy
11,964
+459
+4% +$33.7K 0.2% 100
2026
Q1
$777K Sell
11,505
-658
-5% -$45.6K 0.19% 98
2025
Q4
$803K Buy
12,163
+32
+0.3% +$2.1K 0.2% 94
2025
Q3
$794K Sell
12,131
-130
-1% -$8.35K 0.21% 91
2025
Q2
$760K Sell
12,261
-272
-2% -$16K 0.21% 91
2025
Q1
$731K Buy
12,533
+130
+1% +$8.07K 0.22% 95
2024
Q4
$773K Buy
12,403
+27
+0.2% +$1.73K 0.23% 83
2024
Q3
$771K Buy
12,376
+23
+0.2% +$1.39K 0.23% 87
2024
Q2
$716K Buy
12,353
+18
+0.1% +$1.06K 0.24% 87
2024
Q1
$749K Buy
12,335
+1,915
+18% +$108K 0.27% 77
2023
Q4
$578K Buy
10,420
+75
+0.7% +$3.8K 0.24% 94
2023
Q3
$516K Buy
10,345
+2,320
+29% +$122K 0.23% 100
2023
Q2
$420K Buy
8,025
+10
+0.1% +$497 0.18% 113
2023
Q1
$401K Buy
8,015
+15
+0.2% +$764 0.19% 114
2022
Q4
$387K Buy
+8,000
New +$387K 0.2% 114

Other funds holding IJH

Westmount Partners's IJH Position: Q2 2026 in Review

Westmount Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q2 2026, buying an estimated $33.7K and bringing the position to 11,964 shares worth $923K. The position accounts for 0.2% of the portfolio, ranked #100.

Westmount Partners first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Westmount Partners held 11,964 shares of iShares Core S&P Mid-Cap ETF worth $923K as of Q2 2026.
  • Westmount Partners bought 459 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $33.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Westmount Partners's portfolio in Q2 2026, its #100 holding.
  • Westmount Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.