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Baldwin Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Baldwin Investment 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 		$244K Hold
3,620
– – 0.03% 195
2025
Q4 		$239K Hold
3,620
– – 0.03% 194
2025
Q3 		$236K Hold
3,620
– – 0.03% 195
2025
Q2 		$225K Hold
3,620
– – 0.03% 199
2025
Q1 		$211K Buy
+3,620
New +$225K 0.03% 197

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

Baldwin Investment Management's IJH Position: Q1 2026 in Review

Baldwin Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,620 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #195.

Baldwin Investment Management first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Baldwin Investment Management held 3,620 shares of iShares Core S&P Mid-Cap ETF worth $244K as of Q1 2026.
  • Baldwin Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Baldwin Investment Management's portfolio in Q1 2026, its #195 holding.
  • Baldwin Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.