HBC Financial Services, PLLC reported iShares Core S&P Mid-Cap ETF (IJH) in 21 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 30.37% in 2024 Q1. The latest visible filing shows IJH at 29.18% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBC Financial Services, PLLC's position in iShares Core S&P Mid-Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
IJH was reported at 29.18% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
HBC Financial Services, PLLC reported IJH across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.
The largest reported portfolio weight for IJH was 30.37% in 2024 Q1.
The most recent filing on this page is 2024 Q4, when HBC Financial Services, PLLC reported 764,313 shares, equal to 29.18% of portfolio, with an estimated market value of $47.6M.
The chart compares HBC Financial Services, PLLC's quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.
Based on 13F filing dates vs. subsequent IJH price moves, HBC Financial Services, PLLC correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on IJH relative to SPY over the holding period was -3.3%.