Zhang Financial’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 | $2.02M | Buy |
29,939
+502
| +2% | +$34.8K | 0.07% | 128 |
|
|
2025
Q4 | $1.94M | Buy |
29,437
+825
| +3% | +$54K | 0.07% | 129 |
|
|
2025
Q3 | $1.87M | Buy |
28,612
+448
| +2% | +$28.8K | 0.08% | 132 |
|
|
2025
Q2 | $1.75M | Buy |
28,164
+2,148
| +8% | +$126K | 0.08% | 127 |
|
|
2025
Q1 | $1.52M | Buy |
26,016
+2,299
| +10% | +$143K | 0.08% | 127 |
|
|
2024
Q4 | $1.48M | Buy |
23,717
+1,379
| +6% | +$88.4K | 0.08% | 123 |
|
|
2024
Q3 | $1.39M | Buy |
22,338
+109
| +0.5% | +$6.57K | 0.09% | 121 |
|
|
2024
Q2 | $1.3M | Buy |
22,229
+2
| +0% | +$117 | 0.09% | 115 |
|
|
2024
Q1 | $1.35M | Sell |
22,227
-503
| -2% | -$28.5K | 0.1% | 113 |
|
|
2023
Q4 | $1.26M | Buy |
22,730
+465
| +2% | +$23.6K | 0.11% | 108 |
|
|
2023
Q3 | $1.11M | Sell |
22,265
-70
| -0.3% | -$3.67K | 0.11% | 104 |
|
|
2023
Q2 | $1.17M | Hold |
22,335
| – | – | 0.12% | 101 |
|
|
2023
Q1 | $1.12M | Sell |
22,335
-520
| -2% | -$26.5K | 0.13% | 99 |
|
|
2022
Q4 | $1.11M | Buy |
22,855
+480
| +2% | +$23.2K | 0.14% | 89 |
|
|
2022
Q3 | $981K | Buy |
22,375
+260
| +1% | +$12.6K | 0.15% | 83 |
|
|
2022
Q2 | $1M | Sell |
22,115
-400
| -2% | -$19.7K | 0.16% | 79 |
|
|
2022
Q1 | $1.21M | Buy |
22,515
+950
| +4% | +$50.6K | 0.2% | 68 |
|
|
2021
Q4 | $1.22M | Buy |
21,565
+2,260
| +12% | +$126K | 0.22% | 64 |
|
|
2021
Q3 | $1.02M | Buy |
19,305
+7,420
| +62% | +$399K | 0.24% | 54 |
|
|
2021
Q2 | $639K | Hold |
11,885
| – | – | 0.16% | 69 |
|
|
2021
Q1 | $619K | Hold |
11,885
| – | – | 0.17% | 64 |
|
|
2020
Q4 | $546K | Buy |
11,885
+180
| +2% | +$7.58K | 0.17% | 62 |
|
|
2020
Q3 | $434K | Buy |
11,705
+1,845
| +19% | +$69K | 0.16% | 62 |
|
|
2020
Q2 | $351K | Sell |
9,860
-2,095
| -18% | -$69.6K | 0.14% | 67 |
|
|
2020
Q1 | $344K | Hold |
11,955
| – | – | 0.15% | 65 |
|
|
2019
Q4 | $492K | Hold |
11,955
| – | – | 0.19% | 59 |
|
|
2019
Q3 | $462K | Sell |
11,955
-790
| -6% | -$30.4K | 0.2% | 57 |
|
|
2019
Q2 | $495K | Buy |
12,745
+2,520
| +25% | +$96.6K | 0.21% | 55 |
|
|
2019
Q1 | $387K | Hold |
10,225
| – | – | 0.17% | 60 |
|
|
2018
Q4 | $340K | Buy |
10,225
+3,250
| +47% | +$119K | 0.16% | 57 |
|
|
2018
Q3 | $279K | Hold |
6,975
| – | – | 0.13% | 62 |
|
|
2018
Q2 | $272K | Hold |
6,975
| – | – | 0.14% | 63 |
|
|
2018
Q1 | $256K | Hold |
6,975
| – | – | 0.13% | 66 |
|
|
2017
Q4 | $271K | Sell |
6,975
-3,250
| -32% | -$120K | 0.13% | 66 |
|
|
2017
Q3 | $370K | Hold |
10,225
| – | – | 0.19% | 51 |
|
|
2017
Q2 | $355K | Buy |
10,225
+3,250
| +47% | +$112K | 0.19% | 52 |
|
|
2017
Q1 | $271K | Sell |
6,975
-670
| -9% | -$22.8K | 0.13% | 63 |
|
|
2016
Q4 | $255K | Sell |
7,645
-3,305
| -30% | -$105K | 0.14% | 63 |
|
|
2016
Q3 | $339K | Buy |
10,950
+2,010
| +22% | +$62.1K | 0.19% | 56 |
|
|
2016
Q2 | $267K | Hold |
8,940
| – | – | 0.15% | 64 |
|
|
2016
Q1 | $258K | Hold |
8,940
| – | – | 0.15% | 64 |
|
|
2015
Q4 | $249K | Sell |
8,940
-3,115
| -26% | -$89K | 0.15% | 66 |
|
|
2015
Q3 | $329K | Buy |
+12,055
| New | +$350K | 0.21% | 51 |
|
Other funds holding IJH
Zhang Financial's IJH Position: Q1 2026 in Review
Zhang Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q1 2026, buying an estimated $34.8K and bringing the position to 29,939 shares worth $2.02M. The position accounts for 0.07% of the portfolio, ranked #128.
Zhang Financial first reported a position in IJH in Q3 2015 and has held it in 43 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Zhang Financial held 29,939 shares of iShares Core S&P Mid-Cap ETF worth $2.02M as of Q1 2026.
- Zhang Financial bought 502 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.8K.
- iShares Core S&P Mid-Cap ETF made up 0.07% of Zhang Financial's portfolio in Q1 2026, its #128 holding.
- Zhang Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 43 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Zhang Financial's 13F filing for Q1 2026, filed 6 May 2026.