WFA of San Diego’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
$2.26M Buy
33,527
+37
+0.1% +$2.57K 1.82% 14
2025
Q4
$2.21M Buy
33,490
+404
+1% +$26.5K 1.62% 16
2025
Q3
$2.16M Buy
33,086
+229
+0.7% +$14.7K 1.47% 17
2025
Q2
$2.04M Buy
+32,857
New +$1.93M 1.5% 19
2024
Q3
$1.48M Buy
23,793
+359
+2% +$21.6K 1.25% 21
2024
Q2
$1.37M Buy
+23,434
New +$1.38M 1.23% 23
2023
Q3
$971K Sell
19,470
-735
-4% -$38.5K 1% 24
2023
Q2
$1.06M Sell
20,205
-15,825
-44% -$786K 1.04% 24
2023
Q1
$1.8M Sell
36,030
-2,620
-7% -$133K 1.88% 16
2022
Q4
$1.87M Sell
38,650
-450
-1% -$21.7K 1.43% 15
2022
Q3
$1.72M Sell
39,100
-1,340
-3% -$64.8K 1.55% 15
2022
Q2
$1.83M Sell
40,440
-45
-0.1% -$2.22K 1.57% 13
2022
Q1
$2.17M Sell
40,485
-3,700
-8% -$197K 1.65% 13
2021
Q4
$2.5M Buy
44,185
+1,405
+3% +$78.2K 1.45% 14
2021
Q3
$2.25M Buy
42,780
+2,740
+7% +$147K 1.57% 12
2021
Q2
$2.15M Buy
40,040
+5,960
+17% +$322K 1.67% 12
2021
Q1
$1.77M Sell
34,080
-645
-2% -$32.2K 1.47% 14
2020
Q4
$229 Buy
34,725
+2,635
+8% +$111K 0.06% 42
2020
Q3
$1.19M Sell
32,090
-105
-0.3% -$3.92K 1.13% 21
2020
Q2
$1.15M Buy
+32,195
New +$1.07M 0.27% 88

Other funds holding IJH

WFA of San Diego's IJH Position: Q1 2026 in Review

WFA of San Diego increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.11% in Q1 2026, buying an estimated $2.57K and bringing the position to 33,527 shares worth $2.26M. The position accounts for 1.82% of the portfolio, ranked #14.

WFA of San Diego first reported a position in IJH in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.5M in Q4 2021. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • WFA of San Diego held 33,527 shares of iShares Core S&P Mid-Cap ETF worth $2.26M as of Q1 2026.
  • WFA of San Diego bought 37 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.57K.
  • iShares Core S&P Mid-Cap ETF made up 1.82% of WFA of San Diego's portfolio in Q1 2026, its #14 holding.
  • WFA of San Diego first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's iShares Core S&P Mid-Cap ETF position peaked at $2.5M in Q4 2021.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.