AG
IJH icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return