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

AlphaCore Capital’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	$22.1M	Sell	286,776 -21,142	-7%	-$1.55M	0.41%	66
2026 Q1	$20.8M	Sell	307,918 -17,744	-5%	-$1.23M	0.49%	57
2025 Q4	$21.5M	Buy	325,662 +222,912	+217%	+$14.6M	0.48%	59
2025 Q3	$6.71M	Buy	102,750 +2,268	+2%	+$146K	0.23%	92
2025 Q2	$6.23M	Buy	100,482 +58,507	+139%	+$3.43M	0.24%	87
2025 Q1	$2.45M	Buy	+41,975	New	+$2.61M	0.21%	102
2024 Q1	–	Sell	-8,770	Closed	-$486K	–	256
2023 Q4	$486K	Buy	8,770 +5	+0.1%	+$254	0.07%	145
2023 Q3	$439K	Buy	8,765 +155	+2%	+$8.12K	0.07%	155
2023 Q2	$450K	Buy	8,610 +3,730	+76%	+$185K	0.07%	147
2023 Q1	$244K	Buy	4,880 +465	+11%	+$23.7K	0.06%	118
2022 Q4	$214K	Hold	4,415	–	–	0.08%	75
2022 Q3	$194K	Hold	4,415	–	–	0.09%	67
2022 Q2	$200K	Buy	4,415 +1,025	+30%	+$50.6K	0.09%	68
2022 Q1	$182K	Buy	+3,390	New	+$180K	0.07%	75
2020 Q3	–	Sell	-200	Closed	-$7K	–	66
2020 Q2	$7K	Sell	200 -3,285	-94%	-$109K	0.01%	59
2020 Q1	$100K	Sell	3,485 -7,360	-68%	-$274K	0.08%	71
2019 Q4	$446K	Buy	+10,845	New	+$430K	0.27%	44

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

AlphaCore Capital's IJH Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, selling an estimated $1.55M and leaving 286,776 shares worth $22.1M. The position accounts for 0.41% of the portfolio, ranked #66.

AlphaCore Capital first reported a position in IJH in Q4 2019 and has held it in 17 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

AlphaCore Capital held 286,776 shares of iShares Core S&P Mid-Cap ETF worth $22.1M as of Q2 2026.
AlphaCore Capital sold 21,142 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.55M.
iShares Core S&P Mid-Cap ETF made up 0.41% of AlphaCore Capital's portfolio in Q2 2026, its #66 holding.
AlphaCore Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.