Whalerock Point 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 | $639K | Hold |
9,463
| – | – | 0.12% | 101 |
|
|
2025
Q4 | $625K | Sell |
9,463
-91
| -1% | -$5.96K | 0.12% | 101 |
|
|
2025
Q3 | $623K | Buy |
9,554
+159
| +2% | +$10.2K | 0.13% | 89 |
|
|
2025
Q2 | $583K | Hold |
9,395
| – | – | 0.13% | 95 |
|
|
2025
Q1 | $548K | Buy |
9,395
+2,575
| +38% | +$160K | 0.13% | 96 |
|
|
2024
Q4 | $425K | Hold |
6,820
| – | – | 0.1% | 114 |
|
|
2024
Q3 | $425K | Hold |
6,820
| – | – | 0.1% | 122 |
|
|
2024
Q2 | $399K | Sell |
6,820
-345
| -5% | -$20.3K | 0.11% | 107 |
|
|
2024
Q1 | $435K | Hold |
7,165
| – | – | 0.12% | 114 |
|
|
2023
Q4 | $397K | Sell |
7,165
-1,000
| -12% | -$50.7K | 0.12% | 107 |
|
|
2023
Q3 | $407K | Hold |
8,165
| – | – | 0.14% | 97 |
|
|
2023
Q2 | $427K | Hold |
8,165
| – | – | 0.14% | 95 |
|
|
2023
Q1 | $409K | Hold |
8,165
| – | – | 0.15% | 94 |
|
|
2022
Q4 | $395K | Hold |
8,165
| – | – | 0.16% | 91 |
|
|
2022
Q3 | $358K | Hold |
8,165
| – | – | 0.16% | 96 |
|
|
2022
Q2 | $369K | Hold |
8,165
| – | – | 0.16% | 93 |
|
|
2022
Q1 | $438K | Hold |
8,165
| – | – | 0.16% | 92 |
|
|
2021
Q4 | $462K | Hold |
8,165
| – | – | 0.16% | 94 |
|
|
2021
Q3 | $430K | Buy |
8,165
+1,000
| +14% | +$53.8K | 0.17% | 92 |
|
|
2021
Q2 | $385K | Hold |
7,165
| – | – | 0.15% | 100 |
|
|
2021
Q1 | $373K | Sell |
7,165
-85
| -1% | -$4.25K | 0.16% | 94 |
|
|
2020
Q4 | $333K | Buy |
7,250
+5,925
| +447% | +$250K | 0.16% | 92 |
|
|
2020
Q3 | $265K | Sell |
1,325
-5,820
| -81% | -$218K | 0.15% | 100 |
|
|
2020
Q2 | $254K | Hold |
7,145
| – | – | 0.15% | 96 |
|
|
2020
Q1 | $206K | Hold |
7,145
| – | – | 0.15% | 107 |
|
|
2019
Q4 | $294K | Hold |
7,145
| – | – | 0.16% | 113 |
|
|
2019
Q3 | $276K | Hold |
7,145
| – | – | 0.15% | 119 |
|
|
2019
Q2 | $278K | Hold |
7,145
| – | – | 0.16% | 117 |
|
|
2019
Q1 | $271K | Hold |
7,145
| – | – | 0.18% | 107 |
|
|
2018
Q4 | $237K | Buy |
7,145
+190
| +3% | +$6.93K | 0.22% | 84 |
|
|
2018
Q3 | $280K | Hold |
6,955
| – | – | 0.2% | 95 |
|
|
2018
Q2 | $271K | Hold |
6,955
| – | – | 0.22% | 95 |
|
|
2018
Q1 | $261K | Hold |
6,955
| – | – | 0.08% | 162 |
|
|
2017
Q4 | $264K | Hold |
6,955
| – | – | 0.08% | 158 |
|
|
2017
Q3 | $249K | Hold |
6,955
| – | – | 0.09% | 145 |
|
|
2017
Q2 | $242K | Hold |
6,955
| – | – | 0.09% | 146 |
|
|
2017
Q1 | $238K | Buy |
6,955
+85
| +1% | +$2.89K | 0.09% | 134 |
|
|
2016
Q4 | $227K | Sell |
6,870
-20
| -0.3% | -$634 | 0.09% | 127 |
|
|
2016
Q3 | $212K | Buy |
+6,890
| New | +$213K | 0.09% | 132 |
|
|
2015
Q3 | – | Sell |
-6,890
| Closed | -$206K | – | 158 |
|
|
2015
Q2 | $206K | Buy |
+6,890
| New | +$210K | 0.09% | 143 |
|
Other funds holding IJH
Whalerock Point Partners's IJH Position: Q1 2026 in Review
Whalerock Point Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 9,463 shares worth $639K. The position accounts for 0.12% of the portfolio, ranked #101.
Whalerock Point Partners first reported a position in IJH in Q2 2015 and has held it in 40 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Whalerock Point Partners held 9,463 shares of iShares Core S&P Mid-Cap ETF worth $639K as of Q1 2026.
- Whalerock Point Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Core S&P Mid-Cap ETF made up 0.12% of Whalerock Point Partners's portfolio in Q1 2026, its #101 holding.
- Whalerock Point Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 40 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.