Private Capital's IJH Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 49,602 shares of iShares Core S&P Mid-Cap ETF (IJH) worth $3.27 M, representing 0.30% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in IJH, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 32,476 shares. Largest reduction occurred in Q3 2022, reducing 624 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's iShares Core S&P Mid-Cap ETF (IJH) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Mid-Cap ETF (IJH) Trades by Private Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +947 | Add 1.95% | 49,602 | $66.00 |
| Q3 2025 | +4,856 | Add 11.09% | 48,655 | $65.26 |
| Q2 2025 | -30 | Reduce 0.07% | 43,799 | $62.02 |
| Q1 2025 | +679 | Add 1.57% | 43,829 | $58.35 |
| Q4 2024 | +1,234 | Add 2.94% | 43,150 | $62.31 |
| Q3 2024 | +1,449 | Add 3.58% | 41,916 | $62.32 |
| Q2 2024 | -77 | Reduce 0.19% | 40,467 | $58.52 |
| Q1 2024 | +32,476 | Add 402.53% | 40,544 | $60.74 |
| Q4 2023 | +196 | Add 2.49% | 8,068 | $277.15 |
| Q3 2023 | -204 | Reduce 2.53% | 7,872 | $249.35 |
| Q2 2023 | +1,149 | Add 16.59% | 8,076 | $261.48 |
| Q1 2023 | -79 | Reduce 1.13% | 6,927 | $250.18 |
| Q4 2022 | -145 | Reduce 2.03% | 7,006 | $241.89 |
| Q3 2022 | -624 | Reduce 8.03% | 7,151 | $219.27 |
| Q2 2022 | +124 | Add 1.62% | 7,775 | $226.24 |
| Q1 2022 | +7,651 | New Buy | 7,651 | $268.33 |
Private Capital's iShares Core S&P Mid-Cap ETF Investment FAQs
Private Capital first purchased iShares Core S&P Mid-Cap ETF (IJH) in Q1 2022, acquiring 7,651 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held iShares Core S&P Mid-Cap ETF (IJH) for 16 quarters since Q1 2022.
Private Capital's largest addition to iShares Core S&P Mid-Cap ETF (IJH) was in Q1 2024, adding 40,544 shares worth $2.46 M.
According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 49,602 shares of iShares Core S&P Mid-Cap ETF (IJH), valued at approximately $3.27 M.
As of the Q4 2025 filing, iShares Core S&P Mid-Cap ETF (IJH) represents approximately 0.30% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Private Capital's peak holding in iShares Core S&P Mid-Cap ETF (IJH) was 49,602 shares, as reported at the end of Q4 2025.