AlTi Global’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AlTi Global’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	$123M	Sell	1,592,514 -28,882	-2%	-$2.12M	2.54%	9
2026 Q1	$109M	Buy	1,621,396 +20,713	+1%	+$1.44M	2.38%	12
2025 Q4	$106M	Sell	1,600,683 -226,645	-12%	-$14.8M	2.27%	12
2025 Q3	$119M	Sell	1,827,328 -789,883	-30%	-$50.8M	2.8%	7
2025 Q2	$162M	Sell	2,617,211 -3,632,035	-58%	-$213M	4.08%	5
2025 Q1	$365M	Sell	6,249,246 -390,517	-6%	-$24.3M	9.56%	2
2024 Q4	$415M	Buy	6,639,763 +196,738	+3%	+$12.6M	10.02%	2
2024 Q3	$402M	Buy	6,443,025 +48,031	+0.8%	+$2.9M	9.65%	2
2024 Q2	$374M	Buy	6,394,994 +328,040	+5%	+$19.3M	10.05%	2
2024 Q1	$369M	Buy	6,066,954 +256,129	+4%	+$14.5M	10.25%	2
2023 Q4	$322M	Buy	+5,810,825	New	+$295M	9.85%	2

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

AlTi Global's IJH Position: Q2 2026 in Review

AlTi Global reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, selling an estimated $2.12M and leaving 1,592,514 shares worth $123M. The position accounts for 2.54% of the portfolio, ranked #9.

AlTi Global first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $415M in Q4 2024. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

AlTi Global held 1,592,514 shares of iShares Core S&P Mid-Cap ETF worth $123M as of Q2 2026.
AlTi Global sold 28,882 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.12M.
iShares Core S&P Mid-Cap ETF made up 2.54% of AlTi Global's portfolio in Q2 2026, its #9 holding.
AlTi Global first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares Core S&P Mid-Cap ETF position peaked at $415M in Q4 2024.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.