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Advisors Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Advisors Capital Management’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 		$18.9M Buy
245,101
+6,305
+3% +$463K 0.2% 135
2026
Q1 		$16.1M Sell
238,796
-1,952
-0.8% -$135K 0.19% 139
2025
Q4 		$15.9M Buy
240,748
+12,074
+5% +$791K 0.19% 138
2025
Q3 		$14.9M Buy
228,674
+22,305
+11% +$1.43M 0.18% 138
2025
Q2 		$12.8M Buy
206,369
+27,371
+15% +$1.61M 0.18% 135
2025
Q1 		$10.4M Sell
178,998
-51,664
-22% -$3.21M 0.16% 140
2024
Q4 		$14.4M Buy
230,662
+25,594
+12% +$1.64M 0.23% 127
2024
Q3 		$12.8M Sell
205,068
-27,811
-12% -$1.68M 0.21% 131
2024
Q2 		$13.6M Buy
232,879
+105,387
+83% +$6.19M 0.24% 119
2024
Q1 		$7.74M Buy
127,492
+16,407
+15% +$929K 0.14% 154
2023
Q4 		$6.16M Buy
111,085
+19,560
+21% +$992K 0.13% 161
2023
Q3 		$4.56M Buy
91,525
+1,665
+2% +$87.3K 0.12% 164
2023
Q2 		$4.7M Buy
89,860
+320
+0.4% +$15.9K 0.11% 164
2023
Q1 		$4.48M Sell
89,540
-11,055
-11% -$563K 0.12% 156
2022
Q4 		$4.87M Buy
100,595
+32,530
+48% +$1.57M 0.13% 147
2022
Q3 		$3.4M Buy
68,065
+25,660
+61% +$1.24M 0.09% 178
2022
Q2 		$1.92M Buy
42,405
+3,340
+9% +$165K 0.06% 209
2022
Q1 		$2.1M Buy
39,065
+23,595
+153% +$1.26M 0.06% 206
2021
Q4 		$876K Buy
15,470
+115
+0.7% +$6.4K 0.02% 266
2021
Q3 		$808K Buy
15,355
+4,035
+36% +$217K 0.02% 263
2021
Q2 		$608K Buy
11,320
+560
+5% +$30.2K 0.02% 274
2021
Q1 		$560K Buy
10,760
+4,645
+76% +$232K 0.02% 262
2020
Q4 		$281K Buy
+6,115
New +$258K 0.01% 301
2020
Q1 		– Sell
-6,955
Closed -$286K – 305
2019
Q4 		$286K Buy
+6,955
New +$276K 0.01% 295
2018
Q1 		– Sell
-12,355
Closed -$469K – 196
2017
Q4 		$469K Buy
+12,355
New +$457K 0.04% 165

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisors Capital Management's IJH Position: Q2 2026 in Review

Advisors Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.6% in Q2 2026, buying an estimated $463K and bringing the position to 245,101 shares worth $18.9M. The position accounts for 0.2% of the portfolio, ranked #135.

Advisors Capital Management first reported a position in IJH in Q4 2017 and has held it in 25 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Advisors Capital Management held 245,101 shares of iShares Core S&P Mid-Cap ETF worth $18.9M as of Q2 2026.
  • Advisors Capital Management bought 6,305 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $463K.
  • iShares Core S&P Mid-Cap ETF made up 0.2% of Advisors Capital Management's portfolio in Q2 2026, its #135 holding.
  • Advisors Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.