Bank Julius Baer & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bank Julius Baer & Co’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	–	Sell	-26,011	Closed	-$1.76M	–	695
2026 Q1	$1.76M	Buy	+26,011	New	+$1.8M	0.01%	330
2025 Q2	–	Sell	-2,564	Closed	-$150K	–	622
2025 Q1	$150K	Sell	2,564 -190	-7%	-$11.8K	﹤0.01%	443
2024 Q4	$189K	Buy	2,754 +2,353	+587%	+$151K	﹤0.01%	435
2024 Q3	$29.6K	Sell	401 -1,369	-77%	-$82.6K	﹤0.01%	483
2024 Q2	$115K	Sell	1,770 -200	-10%	-$11.8K	﹤0.01%	372
2024 Q1	$120K	Hold	1,970	–	–	﹤0.01%	423
2023 Q4	$109K	Buy	1,970 +455	+30%	+$23.1K	﹤0.01%	439
2023 Q3	$75K	Buy	1,515 +50	+3%	+$2.62K	﹤0.01%	437
2023 Q2	$77K	Sell	1,465 -45,630	-97%	-$2.27M	﹤0.01%	473
2023 Q1	$2.36M	Sell	47,095 -201,375	-81%	-$10.3M	0.02%	201
2022 Q4	$12M	Buy	248,470 +247,870	+41,312%	+$12M	0.08%	137
2022 Q3	$26K	Sell	600 -10	-2%	-$483	﹤0.01%	529
2022 Q2	$28K	Buy	+610	New	+$30.1K	﹤0.01%	557
2021 Q3	–	Sell	-2,550	Closed	-$137K	–	834
2021 Q2	$137K	Sell	2,550 -166,800	-98%	-$9.01M	﹤0.01%	610
2021 Q1	$8.82M	Sell	169,350 -17,200	-9%	-$859K	0.07%	159
2020 Q4	$8.57M	Buy	+186,550	New	+$7.86M	0.07%	151

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

Bank Julius Baer & Co's IJH Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 26,011 shares — an estimated $1.76M sold.

Bank Julius Baer & Co first reported a position in IJH in Q4 2020 and held it in 16 quarters. The position peaked at $12M in Q4 2022. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bank Julius Baer & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Bank Julius Baer & Co sold 26,011 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.76M.
Bank Julius Baer & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and held it in 16 quarters.
Bank Julius Baer & Co's iShares Core S&P Mid-Cap ETF position peaked at $12M in Q4 2022.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.