360 Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

360 Financial’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.95M	Sell	51,283 -1,934	-4%	-$142K	1%	15
2026 Q1	$3.59M	Sell	53,217 -2,673	-5%	-$185K	1.08%	16
2025 Q4	$3.69M	Sell	55,890 -1,223	-2%	-$80.1K	1.11%	16
2025 Q3	$3.73M	Sell	57,113 -798	-1%	-$51.3K	1.2%	14
2025 Q2	$3.59M	Buy	57,911 +3,266	+6%	+$192K	1.13%	16
2025 Q1	$3.19M	Buy	54,645 +3,394	+7%	+$211K	1.15%	15
2024 Q4	$3.19M	Buy	51,251 +2,891	+6%	+$185K	1.15%	17
2024 Q3	$3.01M	Buy	48,360 +869	+2%	+$52.4K	1.11%	16
2024 Q2	$2.78M	Sell	47,491 -291	-0.6%	-$17.1K	1.05%	17
2024 Q1	$2.9M	Buy	47,782 +1,507	+3%	+$85.3K	1.13%	15
2023 Q4	$2.57M	Sell	46,275 -23,975	-34%	-$1.22M	1.13%	16
2023 Q3	$3.46M	Buy	70,250 +5,165	+8%	+$271K	2.15%	11
2023 Q2	$3.4M	Sell	65,085 -1,540	-2%	-$76.5K	1.76%	13
2023 Q1	$3.33M	Buy	66,625 +2,750	+4%	+$140K	1.76%	14
2022 Q4	$2.8M	Hold	63,875	–	–	1.82%	13
2022 Q3	$2.8M	Buy	63,875 +4,425	+7%	+$214K	1.82%	13
2022 Q2	$2.84M	Sell	59,450 -280	-0.5%	-$13.8K	1.71%	13
2022 Q1	$3.22M	Buy	59,730 +2,790	+5%	+$149K	1.55%	15
2021 Q4	$3.22M	Buy	56,940 +6,085	+12%	+$339K	1.47%	16
2021 Q3	$2.68M	Sell	50,855 -420	-0.8%	-$22.6K	1.38%	17
2021 Q2	$2.76M	Buy	51,275 +11,050	+27%	+$597K	1.43%	17
2021 Q1	$2.09M	Sell	40,225 -815	-2%	-$40.7K	1.18%	17
2020 Q4	$1.89M	Buy	41,040 +935	+2%	+$39.4K	1.12%	17
2020 Q3	$1.49M	Buy	40,105 +1,565	+4%	+$58.5K	1.05%	16
2020 Q2	$1.35M	Buy	38,540 +8,170	+27%	+$271K	1.12%	16
2020 Q1	$874K	Buy	30,370 +15	+0%	+$558	0.92%	16
2019 Q4	$1.25M	Buy	+30,355	New	+$1.2M	0.92%	16

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

360 Financial's IJH Position: Q2 2026 in Review

360 Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, selling an estimated $142K and leaving 51,283 shares worth $3.95M. The position accounts for 1% of the portfolio, ranked #15.

360 Financial first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

360 Financial held 51,283 shares of iShares Core S&P Mid-Cap ETF worth $3.95M as of Q2 2026.
360 Financial sold 1,934 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $142K.
iShares Core S&P Mid-Cap ETF made up 1% of 360 Financial's portfolio in Q2 2026, its #15 holding.
360 Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.