Westside Investment Management’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 | $101K | Sell |
1,313
-48
| -4% | -$3.52K | 0.01% | 431 |
|
|
2026
Q1 | $91.9K | Buy |
1,361
+80
| +6% | +$5.55K | 0.01% | 426 |
|
|
2025
Q4 | $84.5K | Sell |
1,281
-30
| -2% | -$1.97K | 0.01% | 422 |
|
|
2025
Q3 | $85.6K | Buy |
1,311
+55
| +4% | +$3.54K | 0.01% | 419 |
|
|
2025
Q2 | $77.9K | Sell |
1,256
-71
| -5% | -$4.17K | 0.01% | 378 |
|
|
2025
Q1 | $77.5K | Sell |
1,327
-100
| -7% | -$6.21K | 0.02% | 342 |
|
|
2024
Q4 | $88.9K | Buy |
1,427
+1
| +0.1% | +$64 | 0.02% | 321 |
|
|
2024
Q3 | $88.9K | Hold |
1,426
| – | – | 0.02% | 327 |
|
|
2024
Q2 | $83.5K | Sell |
1,426
-225
| -14% | -$13.2K | 0.02% | 321 |
|
|
2024
Q1 | $100K | Buy |
1,651
+1
| +0.1% | +$57 | 0.02% | 297 |
|
|
2023
Q4 | $91.5K | Sell |
1,650
-400
| -20% | -$20.3K | 0.02% | 288 |
|
|
2023
Q3 | $102K | Hold |
2,050
| – | – | 0.03% | 270 |
|
|
2023
Q2 | $107K | Hold |
2,050
| – | – | 0.03% | 264 |
|
|
2023
Q1 | $103K | Sell |
2,050
-325
| -14% | -$16.6K | 0.03% | 267 |
|
|
2022
Q4 | $115 | Hold |
2,375
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $104 | Buy |
2,375
+380
| +19% | +$18.4K | ﹤0.01% | 354 |
|
|
2022
Q2 | $90 | Buy |
1,995
+900
| +82% | +$44.4K | ﹤0.01% | 357 |
|
|
2022
Q1 | $58 | Hold |
1,095
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $62 | Buy |
1,095
+400
| +58% | +$22.3K | ﹤0.01% | 386 |
|
|
2021
Q3 | $36 | Buy |
695
+105
| +18% | +$5.65K | ﹤0.01% | 421 |
|
|
2021
Q2 | $31 | Hold |
590
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $30 | Hold |
590
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $27 | Hold |
590
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $21 | Hold |
590
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $21 | Sell |
590
-270
| -31% | -$8.97K | ﹤0.01% | 398 |
|
|
2020
Q1 | $24 | Buy |
+860
| New | +$32K | ﹤0.01% | 380 |
|
|
2019
Q2 | $39K | Buy |
+1,015
| New | +$38.9K | 0.01% | 332 |
|
|
2018
Q4 | $33.7K | Buy |
+1,010
| New | +$36.9K | 0.01% | 337 |
|
|
2018
Q3 | – | Sell |
-1,260
| Closed | -$49.1K | – | 766 |
|
|
2018
Q2 | $49.1K | Buy |
1,260
+10
| +0.8% | +$386 | 0.02% | 300 |
|
|
2018
Q1 | $46.1K | Hold |
1,250
| – | – | 0.03% | 292 |
|
|
2017
Q4 | $48.8K | Hold |
1,250
| – | – | 0.03% | 288 |
|
|
2017
Q3 | $45.4K | Hold |
1,250
| – | – | 0.03% | 279 |
|
|
2017
Q2 | $43.6K | Sell |
1,250
-5
| -0.4% | -$173 | 0.03% | 276 |
|
|
2017
Q1 | $42.3K | Buy |
+1,255
| New | +$42.7K | 0.02% | 275 |
|
Other funds holding IJH
Westside Investment Management's IJH Position: Q2 2026 in Review
Westside Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q2 2026, selling an estimated $3.52K and leaving 1,313 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #431.
Westside Investment Management first reported a position in IJH in Q1 2017 and has held it in 34 quarters since. The position peaked at $107K in Q2 2023. 2,742 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Westside Investment Management held 1,313 shares of iShares Core S&P Mid-Cap ETF worth $101K as of Q2 2026.
- Westside Investment Management sold 48 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.52K.
- iShares Core S&P Mid-Cap ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #431 holding.
- Westside Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 34 quarters since.
- Westside Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $107K in Q2 2023.
- 2,742 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.