Almanack Investment Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Almanack Investment Partners’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	$2.26M	Buy	+29,355	New	+$2.15M	0.29%	54
2025 Q3	–	Sell	-5,636	Closed	-$350K	–	216
2025 Q2	$350K	Buy	+5,636	New	+$331K	0.06%	150
2025 Q1	–	Sell	-14,639	Closed	-$912K	–	169
2024 Q4	$912K	Sell	14,639 -85	-0.6%	-$5.45K	0.14%	79
2024 Q3	$918K	Sell	14,724 -4	-0%	-$241	0.14%	79
2024 Q2	$862K	Sell	14,728 -1,391	-9%	-$81.7K	0.15%	83
2024 Q1	$979K	Buy	16,119 +344	+2%	+$19.5K	0.17%	76
2023 Q4	$874K	Sell	15,775 -3,065	-16%	-$155K	0.16%	71
2023 Q3	$939K	Sell	18,840 -805	-4%	-$42.2K	0.18%	61
2023 Q2	$1.03M	Sell	19,645 -5,320	-21%	-$264K	0.18%	61
2023 Q1	$1.25M	Sell	24,965 -25	-0.1%	-$1.27K	0.25%	51
2022 Q4	$1.21M	Sell	24,990 -30,385	-55%	-$1.47M	0.26%	45
2022 Q3	$2.43M	Buy	55,375 +27,720	+100%	+$1.34M	0.47%	28
2022 Q2	$1.25M	Sell	27,655 -1,655	-6%	-$81.7K	0.12%	120
2022 Q1	$1.57M	Buy	29,310 +595	+2%	+$31.7K	0.14%	107
2021 Q4	$1.63M	Buy	28,715 +1,100	+4%	+$61.2K	0.13%	106
2021 Q3	$1.45M	Buy	27,615 +14,920	+118%	+$803K	0.13%	121
2021 Q2	$682K	Sell	12,695 -165	-1%	-$8.91K	0.07%	178
2021 Q1	$669K	Sell	12,860 -815	-6%	-$40.7K	0.07%	186
2020 Q4	$629K	Sell	13,675 -85	-0.6%	-$3.58K	0.07%	172
2020 Q3	$579K	Buy	+13,760	New	+$514K	0.07%	185
2019 Q3	–	Sell	-5,205	Closed	-$202K	–	264
2019 Q2	$202K	Buy	+5,205	New	+$199K	0.05%	180
2018 Q3	–	Sell	-2,690	Closed	-$105K	–	279
2018 Q2	$105K	Buy	+2,690	New	+$104K	0.05%	145
2017 Q3	–	Sell	-62,550	Closed	-$2.18M	–	173
2017 Q2	$2.18M	Buy	62,550 +12,705	+25%	+$439K	1.22%	23
2017 Q1	$1.71M	Sell	49,845 -10,970	-18%	-$373K	1.28%	24
2016 Q4	$2.01M	Buy	+60,815	New	+$1.93M	1.68%	17

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

Almanack Investment Partners's IJH Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 29,355 shares worth $2.26M. The stake represents 0.29% of the portfolio and ranks #54 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in IJH as recently as Q2 2025.

Almanack Investment Partners first reported a position in IJH in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.43M in Q3 2022. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Almanack Investment Partners held 29,355 shares of iShares Core S&P Mid-Cap ETF worth $2.26M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Almanack Investment Partners position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.29% of Almanack Investment Partners's portfolio in Q2 2026, its #54 holding.
Almanack Investment Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 25 quarters since.
Almanack Investment Partners's iShares Core S&P Mid-Cap ETF position peaked at $2.43M in Q3 2022.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.