SMITHBRIDGE ASSET MANAGEMENT INC/DE IJH — ISHARES CORE S&P MID CAP

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  ·  20 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported ISHARES CORE S&P MID CAP (IJH) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2025 Q4. The latest visible filing shows IJH at 1.61% 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.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SMITHBRIDGE ASSET MANAGEMENT INC/DE's position in ISHARES CORE S&P MID CAP, 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.

Freshest filing
Latest Reported Filing
2026 Q1

IJH was reported at 1.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

IJH stock page SMITHBRIDGE ASSET MANAGEMENT INC/DE fund profile SMITHBRIDGE ASSET MANAGEMENT INC/DE full holdings
How SMITHBRIDGE ASSET MANAGEMENT INC/DE held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 160,299 -126,265 -44.1% 1.61% $10.8M 2026-04-24 $72.79
2025 Q4 ADDED — — — 286,564 +144,085 +101.1% 1.62% $18.9M 2026-02-11 $71.42
2025 Q3 ADDED — — — 142,479 +9,399 +7.1% 1.35% $9.3M 2025-10-29 $64.76
2025 Q2 ADDED — — — 133,080 +64,369 +93.7% 1.44% $8.3M 2025-07-29 $63.48
2025 Q1 ADDED — — — 68,711 +7,967 +13.1% 0.74% $4.0M 2025-04-16 $53.65
2024 Q3 REDUCED — — — 60,744 -2,377 -3.8% 0.65% $3.8M 2024-10-24 $61.19
2024 Q2 REDUCED — — — 63,121 -2,854 -4.3% 0.77% $3.7M 2024-07-19 $58.80
2024 Q1 ADDED — — — 65,975 +52,777 +399.9% 0.83% $4.0M 2024-05-03 $56.97
2023 Q4 REDUCED 6.7% +9.2% ❌ 13,198 -954 -6.7% 0.83% $3.7M 2024-01-18 $52.54
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJH

As of 2026 Q1 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.95% MKD WEALTH COACHES, LLC 3Y 7Y 16.53% TRUEFG, LLC 3Y 14.87% Platt Investment Counsel, LLC 3Y 14.86% INSTRUMENTAL WEALTH, LLC 14.02% Altus Wealth Management, LLC 3Y 13.6% Lee Financial Co 3Y 7Y 13.34% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.23% Millburn Ridgefield LLC /DE/ 3Y 7Y 12.03% Alaska Permanent Capital Management, LLC 3Y 7Y 11.2%

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning IJH?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported IJH across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IJH position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for IJH was 1.62% in 2025 Q4.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2026 Q1, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 160,299 shares, equal to 1.61% of portfolio, with an estimated market value of $10.8M.

What does the chart on this IJH ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE'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.

How well did SMITHBRIDGE ASSET MANAGEMENT INC/DE time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, SMITHBRIDGE ASSET MANAGEMENT INC/DE correctly timed 12 out of 19 reported position changes (63%). The annualised alpha on IJH relative to SPY over the holding period was -5.0%.

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