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IJH icon

AtlasMark Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AtlasMark Financial’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 		$16.4M Buy
212,974
+34,428
+19% +$2.53M 8.09% 3
2026
Q1 		$11.8M Hold
178,546
– – 7.61% 3
2025
Q4 		$11.8M Buy
178,546
+1,266
+0.7% +$82.9K 7.61% 3
2025
Q3 		$11.6M Buy
177,280
+16,605
+10% +$1.07M 7.73% 3
2025
Q2 		$9.97M Buy
160,675
+20,278
+14% +$1.19M 7.58% 3
2025
Q1 		$8.19M Buy
140,397
+4,833
+4% +$300K 7.6% 3
2024
Q4 		$8.45M Buy
135,564
+3,250
+2% +$208K 7.76% 3
2024
Q3 		$8.25M Buy
+132,314
New +$7.98M 7.67% 3
2023
Q2 		$6.46M Sell
123,510
-320
-0.3% -$15.9K 7.93% 3
2023
Q1 		$6.2M Buy
+123,830
New +$6.31M 8.12% 3
2022
Q3 		$5.51M Buy
125,700
+6,075
+5% +$294K 8.25% 3
2022
Q2 		$5.41M Buy
119,625
+15,395
+15% +$760K 7.84% 3
2022
Q1 		$5.59M Buy
104,230
+985
+1% +$52.4K 7.16% 3
2021
Q4 		$5.85M Buy
103,245
+3,165
+3% +$176K 7.07% 3
2021
Q3 		$5.27M Buy
100,080
+645
+0.6% +$34.7K 7.04% 3
2021
Q2 		$5.34M Sell
99,435
-180
-0.2% -$9.72K 7% 3
2021
Q1 		$5.19M Buy
99,615
+1,210
+1% +$60.4K 7.25% 3
2020
Q4 		$4.52M Sell
98,405
-915
-0.9% -$38.6K 6.84% 3
2020
Q3 		$3.68M Buy
99,320
+9,355
+10% +$350K 6.38% 3
2020
Q2 		$3.2M Buy
89,965
+2,590
+3% +$86K 6.31% 3
2020
Q1 		$2.51M Buy
87,375
+23,755
+37% +$883K 6.27% 3
2019
Q4 		$2.62M Hold
63,620
– – 6.01% 5
2019
Q3 		$2.46M Buy
+63,620
New +$2.44M 6.13% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AtlasMark Financial's IJH Position: Q2 2026 in Review

AtlasMark Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, buying an estimated $2.53M and bringing the position to 212,974 shares worth $16.4M. The position accounts for 8.09% of the portfolio, ranked #3.

AtlasMark Financial first reported a position in IJH in Q3 2019 and has held it in 23 quarters since. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • AtlasMark Financial held 212,974 shares of iShares Core S&P Mid-Cap ETF worth $16.4M as of Q2 2026.
  • AtlasMark Financial bought 34,428 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.53M.
  • iShares Core S&P Mid-Cap ETF made up 8.09% of AtlasMark Financial's portfolio in Q2 2026, its #3 holding.
  • AtlasMark Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 23 quarters since.
  • 2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.