Baker Avenue Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Baker Avenue Asset Management’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	$2.17M	Sell	32,204 -15	-0%	-$1.04K	0.05%	207
2025 Q4	$2.13M	Sell	32,219 -1,822	-5%	-$119K	0.05%	201
2025 Q3	$2.22M	Sell	34,041 -1,437	-4%	-$92.3K	0.05%	197
2025 Q2	$2.2M	Sell	35,478 -100	-0.3%	-$5.87K	0.06%	187
2025 Q1	$2.08M	Buy	35,578 +1,122	+3%	+$69.7K	0.07%	189
2024 Q4	$2.15M	Sell	34,456 -2,299	-6%	-$147K	0.07%	186
2024 Q3	$2.29M	Buy	36,755 +3,386	+10%	+$204K	0.07%	177
2024 Q2	$1.95M	Buy	33,369 +2,320	+7%	+$136K	0.07%	177
2024 Q1	$1.89M	Sell	31,049 -341	-1%	-$19.3K	0.07%	173
2023 Q4	$1.74M	Sell	31,390 -625	-2%	-$31.7K	0.08%	170
2023 Q3	$1.6M	Buy	32,015 +1,340	+4%	+$70.2K	0.08%	164
2023 Q2	$1.6M	Sell	30,675 -19,710	-39%	-$980K	0.08%	157
2023 Q1	$2.52M	Buy	50,385 +19,925	+65%	+$1.02M	0.14%	120
2022 Q4	$1.47M	Sell	30,460 -19,720	-39%	-$953K	0.09%	139
2022 Q3	$2.2M	Buy	50,180 +19,980	+66%	+$966K	0.14%	125
2022 Q2	$1.37M	Buy	+30,200	New	+$1.49M	0.09%	131
2021 Q2	–	Sell	-5,040	Closed	-$262K	–	245
2021 Q1	$262K	Buy	+5,040	New	+$252K	0.02%	213
2016 Q3	–	Sell	-14,685	Closed	-$439K	–	198
2016 Q2	$439K	Sell	14,685 -40	-0.3%	-$1.17K	0.07%	140
2016 Q1	$425K	Sell	14,725 -790	-5%	-$21.1K	0.06%	133
2015 Q4	$432K	Buy	15,515 +45	+0.3%	+$1.29K	0.06%	129
2015 Q3	$423K	Buy	15,470 +880	+6%	+$25.6K	0.07%	139
2015 Q2	$438K	Buy	14,590 +240	+2%	+$7.32K	0.06%	164
2015 Q1	$436K	Sell	14,350 -1,245	-8%	-$36.8K	0.06%	164
2014 Q4	$452K	Buy	+15,595	New	+$438K	0.06%	165

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baker Avenue Asset Management's IJH Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q1 2026, selling an estimated $1.04K and leaving 32,204 shares worth $2.17M. The position accounts for 0.05% of the portfolio, ranked #207.

Baker Avenue Asset Management first reported a position in IJH in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.52M in Q1 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Baker Avenue Asset Management held 32,204 shares of iShares Core S&P Mid-Cap ETF worth $2.17M as of Q1 2026.
Baker Avenue Asset Management sold 15 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.04K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Baker Avenue Asset Management's portfolio in Q1 2026, its #207 holding.
Baker Avenue Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 24 quarters since.
Baker Avenue Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $2.52M in Q1 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.