Manager × security

NOTTINGHAM ADVISORS, INC. IJH holdings history

ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1093276

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, NOTTINGHAM ADVISORS, INC. reported 314.22K IJH (shares), valued at $23.62M, or 2.82% of its reported non-derivative portfolio. Filed 2026-07-27.

Verify history & sources
Portfolio weight and quantity history
Reported portfolio weight
2.82%
Shares
314.22K
314,218
Reported value
$23.62M
USD

Shares increased 6.29%; reported value increased 18.30%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.82%314,218SEC filingFiled Jul 27, 2026
Q1 20262.57%295,619SEC filingFiled Apr 17, 2026
Q4 20252.39%259,742SEC filingFiled Jan 26, 2026
Q3 20252.46%271,821SEC filingFiled Oct 22, 2025
Q2 20252.52%274,195SEC filingFiled Jul 30, 2025
Q1 20252.62%293,632SEC filingFiled May 7, 2025
Q4 20243.14%396,872SEC filingFiled Feb 12, 2025
Q3 20243.10%450,442SEC filingFiled Oct 16, 2024
Q2 20243.33%480,514SEC filingFiled Aug 2, 2024
Q1 20243.60%483,780SEC filingFiled May 15, 2024
Q4 20234.15%117,591SEC filingFiled Jan 29, 2024
Q3 20234.20%119,172SEC filingFiled Nov 6, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20234.20%119,172$27.14MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 6, 2023
Q4 20234.15%117,591$29.77MShares decreased 1.33%; reported value increased 9.69%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 29, 2024
Q1 20243.60%483,780$29.38MShares increased 311.41%; reported value decreased 1.30%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 15, 2024
Q2 20243.33%480,514$28.12MShares decreased 0.68%; reported value decreased 4.31%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 2, 2024
Q3 20243.10%450,442$28.07MShares decreased 6.26%; reported value decreased 0.17%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 16, 2024
Q4 20243.14%396,872$24.73MShares decreased 11.89%; reported value decreased 11.91%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 12, 2025
Q1 20252.62%293,632$17.13MShares decreased 26.01%; reported value decreased 30.72%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 7, 2025
Q2 20252.52%274,195$17.01MShares decreased 6.62%; reported value decreased 0.75%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 30, 2025
Q3 20252.46%271,821$17.74MShares decreased 0.87%; reported value increased 4.31%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Oct 22, 2025
Q4 20252.39%259,742$17.14MShares decreased 4.44%; reported value decreased 3.36%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jan 26, 2026
Q1 20262.57%295,619$19.96MShares increased 13.81%; reported value increased 16.45%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Apr 17, 2026
Q2 20262.82%314,218$23.62MShares increased 6.29%; reported value increased 18.30%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Jul 27, 2026
NOTTINGHAM ADVISORS, INC. · ISHARES CORE S&P MIDCAP ETF

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1093276","quarter":"2026Q2","cusip":"464287507"}

get_institutional_manager_history
{"cik":"1093276","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.