River Street Advisors LLC IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1964897
As of 2026-06-30, River Street Advisors LLC reported 225.24K IJH (shares), valued at $17.37M, or 5.12% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 0.86%; reported value increased 15.16%, and weight changed +0.02 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.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.12% | 225,239 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 5.10% | 223,328 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 5.49% | 222,120 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 5.58% | 220,578 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 5.93% | 221,937 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 6.15% | 212,838 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 6.49% | 203,782 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 6.37% | 188,289 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 6.76% | 186,027 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 7.45% | 181,749 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 7.55% | 34,138 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 7.49% | 31,813 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.49% | 31,813 | $7.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 7.55% | 34,138 | $9.46M | Shares increased 7.31%; reported value increased 19.28%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 7.45% | 181,749 | $11.04M | Shares increased 432.39%; reported value increased 16.68%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 6.76% | 186,027 | $10.89M | Shares increased 2.35%; reported value decreased 1.39%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 6.37% | 188,289 | $11.73M | Shares increased 1.22%; reported value increased 7.79%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 6.49% | 203,782 | $12.70M | Shares increased 8.23%; reported value increased 8.21%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 6.15% | 212,838 | $12.42M | Shares increased 4.44%; reported value decreased 2.19%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 5.93% | 221,937 | $13.76M | Shares increased 4.28%; reported value increased 10.83%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 5.58% | 220,578 | $14.39M | Shares decreased 0.61%; reported value increased 4.58%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 5.49% | 222,120 | $14.66M | Shares increased 0.70%; reported value increased 1.84%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 5.10% | 223,328 | $15.08M | Shares increased 0.54%; reported value increased 2.87%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 5.12% | 225,239 | $17.37M | Shares increased 0.86%; reported value increased 15.16%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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