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

Aristotle Capital Boston’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	$448K	Buy	5,807 +5,717	+6,352%	+$419K	0.03%	119
2026 Q1	$6.42K	Sell	90 -4,451	-98%	-$309K	﹤0.01%	121
2025 Q4	$300K	Buy	4,541 +4,311	+1,874%	+$282K	0.02%	124
2025 Q3	$15K	Sell	230 -276	-55%	-$17.7K	﹤0.01%	127
2025 Q2	$31.4K	Sell	506 -2,000	-80%	-$117K	﹤0.01%	127
2025 Q1	$146K	Sell	2,506 -1,090	-30%	-$67.7K	0.01%	125
2024 Q4	$224K	Buy	3,596 +3,376	+1,535%	+$217K	0.01%	126
2024 Q3	$13.7K	Buy	220 +163	+286%	+$9.83K	﹤0.01%	127
2024 Q2	$3.32K	Sell	57 -19	-25%	-$1.12K	﹤0.01%	126
2024 Q1	$4.59K	Sell	76 -69	-48%	-$3.91K	﹤0.01%	128
2023 Q4	$7.93K	Buy	+145	New	+$7.35K	﹤0.01%	131
2023 Q3	–	Sell	-10	Closed	-$542	–	130
2023 Q2	$542	Sell	10 -20	-67%	-$994	﹤0.01%	132
2023 Q1	$1.5K	Sell	30 -1,510	-98%	-$76.9K	﹤0.01%	132
2022 Q4	$74.5K	Buy	1,540 +620	+67%	+$30K	﹤0.01%	133
2022 Q3	$40K	Buy	920 +380	+70%	+$18.4K	﹤0.01%	133
2022 Q2	$24K	Sell	540 -510	-49%	-$25.2K	﹤0.01%	133
2022 Q1	$56K	Sell	1,050 -1,655	-61%	-$88.1K	﹤0.01%	133
2021 Q4	$153K	Buy	+2,705	New	+$151K	﹤0.01%	134
2021 Q3	–	Sell	-15	Closed	-$1K	–	137
2021 Q2	$1K	Buy	+15	New	+$810	﹤0.01%	138
2021 Q1	–	Sell	-50	Closed	-$2K	–	138
2020 Q4	$2K	Buy	+50	New	+$2.11K	﹤0.01%	135

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

Aristotle Capital Boston's IJH Position: Q2 2026 in Review

Aristotle Capital Boston increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6,352% in Q2 2026, buying an estimated $419K and bringing the position to 5,807 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #119.

Aristotle Capital Boston first reported a position in IJH in Q4 2020 and has held it in 20 quarters since. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Aristotle Capital Boston held 5,807 shares of iShares Core S&P Mid-Cap ETF worth $448K as of Q2 2026.
Aristotle Capital Boston bought 5,717 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $419K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Aristotle Capital Boston's portfolio in Q2 2026, its #119 holding.
Aristotle Capital Boston first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.