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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
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 $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 $530B 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 $871B 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 $5.72T AUM 30.48% 1-Year Est. Return

AtlasMark Financial's IJH Position: Q1 2026 in Review

AtlasMark Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 178,546 shares worth $11.8M. The position accounts for 7.61% of the portfolio, ranked #3.

AtlasMark Financial first reported a position in IJH in Q3 2019 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • AtlasMark Financial held 178,546 shares of iShares Core S&P Mid-Cap ETF worth $11.8M as of Q1 2026.
  • AtlasMark Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 7.61% of AtlasMark Financial's portfolio in Q1 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 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.