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

AGF 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 Q1	$3.64M	Sell	53,930 -1,575	-3%	-$109K	0.02%	337
2025 Q4	$3.66M	Sell	55,505 -625	-1%	-$40.9K	0.02%	296
2025 Q3	$3.66M	Hold	56,130	–	–	0.02%	323
2025 Q2	$3.48M	Sell	56,130 -500	-0.9%	-$29.4K	0.02%	300
2025 Q1	$3.3M	Sell	56,630 -3,675	-6%	-$228K	0.02%	299
2024 Q4	$3.76M	Sell	60,305 -45	-0.1%	-$2.89K	0.02%	293
2024 Q3	$3.76M	Sell	60,350 -200	-0.3%	-$12.1K	0.02%	302
2024 Q2	$3.54M	Sell	60,550 -15,875	-21%	-$933K	0.02%	280
2024 Q1	$4.64M	Sell	76,425 -1,000	-1%	-$56.6K	0.03%	276
2023 Q4	$4.29M	Sell	77,425 -750	-1%	-$38K	0.03%	285
2023 Q3	$3.9M	Hold	78,175	–	–	0.03%	271
2023 Q2	$4.09M	Sell	78,175 -3,250	-4%	-$162K	0.03%	276
2023 Q1	$4.07M	Sell	81,425 -7,125	-8%	-$363K	0.03%	287
2022 Q4	$4.25M	Buy	+88,550	New	+$4.28M	0.03%	271

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AGF Management's IJH Position: Q1 2026 in Review

AGF Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q1 2026, selling an estimated $109K and leaving 53,930 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #337.

AGF Management first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.64M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

AGF Management held 53,930 shares of iShares Core S&P Mid-Cap ETF worth $3.64M as of Q1 2026.
AGF Management sold 1,575 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $109K.
iShares Core S&P Mid-Cap ETF made up 0.02% of AGF Management's portfolio in Q1 2026, its #337 holding.
AGF Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
AGF Management's iShares Core S&P Mid-Cap ETF position peaked at $4.64M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.